CFO News Room

JANUARY 17, 2023

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. Bond Markets and Default Risk. Flight to Safety and Collectibles.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

JULY 1, 2022

For others, it can be the portion of their capital with the longest time horizon (pension fund savings or 401Ks, if you are a young investor, for example), where they believe that any losses on risk capital can be made up over time. There are two macro factors that will come into play, and both are in play in markets today.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

CFO News Room

JANUARY 6, 2023

While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. In any case, the investment options below will help you protect the principal of your investment while securing some return. High-Yield Savings Account.

Investments 130

Investments Accounting Finance Healthcare 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. He can be reached at [email protected]. Read more of Adam’s articles here.

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 also have a number of articles on retirement planning: How the recent increase in interest rates has made TIPS a more viable option to increase a retired client’s safe withdrawal rate. How a regular firm newsletter can keep clients engaged and improve retention.

Planning 130

Planning Compliance Leverage Investments 130

Musings on Markets

MARCH 19, 2022

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. to 25% for the Eurozone.

Economics 100

Economics Valuation Treasury Forecasting 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

Musings on Markets

AUGUST 15, 2023

During 2022, the US treasury did not default, but an investor in a 10-year US treasury bond would have earned a return of -18% on his or her investment, as bond prices dropped. The first is that there is no risk that the issuer of the security will default on their contractual commitments.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

DECEMBER 28, 2022

CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. ELLIS: Well, it starts with one very simple proposition, nobody is making a profit. I start a business to make a profit.

Profit and Loss 70

Profit and Loss Investments Marketing Sales 70

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

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 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. 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. Very inventive and creative person.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. Ends up turning about $27 million of swap premiums into 2 billion plus in profit.

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 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. Now you have to assume some losses. Well, if you only care about yield, just go buy treasuries. Is that a fair absolutely number of expansion of the monetary base?

Math 56

Math Treasury Marketing Valuation 56

Barry Ritholtz

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. Zeke Faux: 00:02:38 Yes, and I mean the title of the book number go up Inside Crypto’s Wild Rise and Staggering Fall. Little bit giveaway.

Numbers 60

Numbers Profit and Loss Banking Finance 60

Barry Ritholtz

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? He knows how to manage risk, and he knows how to trade for a profit for a p and l. And that’s how we created the securities division. It just tells you.

Marketing 107

Marketing Treasury Banking Profit and Loss 107