Musings on Markets

MARCH 19, 2022

More generally, the question that investors face as they decide whether to reallocate their portfolios is whether the market has over or under reacted to events on the ground. The net effect of the changes is that my estimated value of the index is now 4197 , making the index over valued by 5.6% as of March 16, 2022.

Economics 100

Economics Valuation Treasury Forecasting 100

Barry Ritholtz

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. So she wants her portfolio managed that way. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. Can one person make a difference to the value of a business?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

MAY 23, 2023

Then suddenly in the ensuing weeks, you get tagged to be CEO. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. And remember they have, as you know, vast portfolios.

Investments 60

Investments Finance Construction Technology 60

PYMNTS

MARCH 13, 2019

A first date is probably not an ideal time to have one’s financial portfolio printed out and ready for review, he noted – there’s such a thing as being too transparent. Honeydue is a free service in that customers are asked to pay what they think is fair, with $0 as one of the options. ” 7 Deadly Money Sins to Avoid.

Finance 46

Finance Budgeting Accounting Investments 46

Barry Ritholtz

MAY 30, 2023

And how is it that you, what’s this car that’s in the parking lot, it’s got plates on it and a tag and it’s brand new. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. These things you need to access banking, financial services, market economy, investors.

Economics 56

Economics Education Profit and Loss Banking 56

Strategic Treasurer

DECEMBER 27, 2021

It’s becoming more common, and it seems to be replacing SAS or software as a service as a term. So, cloud native, expect to hear that more, you know, running things on Azure, Amazon Web Services, Google Cloud, those types of services, and that ties into the third one which is “platforms” and “platforms as a service.”

Treasury 52

Treasury Currencies Banking Planning 52

Barry Ritholtz

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. Bank of America decided they wanted to sell their branch in Lima, Peru, and the price tag was a million dollars.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

DECEMBER 26, 2023

So we service the, the global private clients. And technology and discretionary and comm services had a chance to rotate into a more bearish leadership position and did not do that. What do you see in, in treasuries and the fixed income half of the portfolio? So the financial advisors are, you know, a big part of what we do.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

MAY 16, 2023

I can either just give it away for free, which, you know, I started the cash tag dollar sign… RITHOLTZ: Right. So I was very heavy in financial services stock, which was a great lead gen engine. And it was kind of a service to myself and my network that I have … RITHOLTZ: Keep yourself crazy. Some days I’m like, wow.

Leverage 111

Leverage Investments Valuation Finance 111

CFO News Room

DECEMBER 9, 2022

Video surveillance captured Brinton removing the suitcase from the carousel and putting the bag’s tag in their handbag before leaving ‘at a quick pace,’ the police complaint read. One of the jobs of senior full-time faculty is assessing the scholarship, teaching, and service of colleagues as they come up, and that review is rigorous.

Healthcare 130

Healthcare Numbers Planning Economics 130