CFO News Room

JANUARY 17, 2023

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. The Lead In. Bond Markets and Default Risk. Consumer Confidence and Economic Growth.

Economics 130

Economics Valuation Treasury Forecasting 130

CSC Advisors

MARCH 14, 2021

You are not alone if it took you months to secure money from PPP round one, and now some are eligible for drawing from round two. The Small Business Administration and Department of Treasury have made PPP round two loans accessible to certain business owners. You do not add the net profit amount but focus only on the payroll costs.

Profit and Loss 52

Profit and Loss Numbers Treasury Investments 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Musings on Markets

JULY 1, 2022

To put risk capital in perspective, it is best to start with a definition of risk that is comprehensive and all-inclusive, and that is to think of risk as a combination of danger (downside) and opportunity (upside) and to consider how investments vary in terms of exposure to both.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 12, 2022

Also in industry news this week: Why “SECURE 2.0” We wrap up with three final articles, all about personal growth: How advisors can harness the power of compounding, not just with investments, but to improve their health and relationships as well. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130

Planning Compliance Leverage Investments 130

Musings on Markets

MARCH 19, 2022

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent.

Economics 100

Economics Valuation Treasury Forecasting 100

CFO News Room

FEBRUARY 4, 2023

However, the net effect is always a shift in the distribution of incomes toward the sectors experiencing the largest price and profit gains, which is why inflation of this type cannot be qualified as “pure.” Further, the shock to the general price level usually dissipates after a certain interval – perhaps normally a few months.

Economics 100

Economics Construction Profit and Loss Marketing 100

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. While some of that money has been spent on internal improvements, much of it has been spent acquiring more than two dozen companies, most of them small, technology businesses.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. How did you get involved with them? RITHOLTZ: Right.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

PYMNTS

AUGUST 9, 2020

Citing data and national security issues, President Donald Trump issued two executive orders last week banning TikTok and WeChat from the U.S. While Twitter has been profitable over the last few years, the San Francisco-based company reported a more than $1 billion loss in the second quarter, WSJ reported. While Microsoft Corp.

Profit and Loss 60

Profit and Loss Treasury Communication Economics 60

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. They announced a $640 million loss and ouch. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And so the key components of any investment are like thesis, expression, and timing, right?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

NOVEMBER 7, 2023

’cause there’s a lot you can do if you are willing to run the risk that like maybe the Securities and Exchange Commission will sue you or like maybe you’ll go to jail for a year, you know, but maybe you’re gonna make a lot of money first. The, it’s not even return on investment, here’s our $50 billion.

Numbers 61

Numbers Profit and Loss Banking Finance 61

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? He knows how to manage risk, and he knows how to trade for a profit for a p and l. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division.

Marketing 108

Marketing Treasury Banking Profit and Loss 108