CNBC: Investing

JUNE 26, 2025

We were surprised to find out it was the iShares Core MSCI Emerging Markets ETF , more commonly known as IEMG (Disclosure: we own this for client accounts at Ritholtz Wealth Management): Up until recently, the emerging markets equity asset class has been fast asleep, but now, as you can see, it's waking up.

Stock

CNBC: Investing

JULY 28, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Stock

CNBC: Investing

JULY 7, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Investment

CNBC: Investing

JULY 14, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Stock

Razorpay

AUGUST 3, 2025

A key piece of this process is the purpose code for inward remittance , a regulatory requirement that ensures every dollar, euro, or pound entering India is properly accounted for. To simplify this, the RBI categorizes them broadly into Current Account and Capital Account transactions.

Accountant

CNBC: Investing

JUNE 9, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Stock

CNBC: Investing

AUGUST 4, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Shares

CNBC: Investing

JUNE 16, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Stock

Bronte Capital

APRIL 30, 2021

Feature one: compulsory privatised pensions (called superannuation) Australians are forced to save almost ten percent of their salary into lock-box savings accounts that they cannot touch until retirement. Financial institutions in Australia have been fattened on fees from these collected savings. I personally have been a beneficiary.

Securities

Razorpay

OCTOBER 29, 2024

At Razorpay, we’re dedicated to helping businesses like yours safeguard both financial assets and customer trust. Secure Account Access: Encourage customers to create strong passwords and enable 2FA for accessing their accounts. Verification for Transactions: Require 2FA (e.g.,

Accountant

CNBC: Investing

JULY 1, 2025

In our faster money "Active Opps" account, we hold a 5.23% allocation. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. If we can sustain a break above the $140.00

IT

Sun Acquisitions

SEPTEMBER 14, 2023

Conduct a thorough evaluation of your financials, assets, market position, intellectual property, and growth potential. Build a solid advisory team of attorneys, accountants, and investment bankers specializing in M&A transactions.

M&A

IBG

SEPTEMBER 11, 2024

Checklist While the types of information that a buyer may request vary with the type and size of the business and the specifics of the transaction, here is a general list of statements and reports that you should be ready to deliver during the negotiation and due-diligence phase: Income statements, actual and recast (discussed below) Cash flow (..)

Sale

Mergers and Inquisitions

MAY 15, 2024

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. Private equity firms didn’t have to do much to “buy low and sell high” because they could count on valuation multiples increasing over time.

Private Equity

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. The post Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Funds

Lake Country Advisors

OCTOBER 17, 2024

Efficient Closing Process : Brokers coordinate with all necessary parties—accountants, attorneys, and financial advisors—to ensure the sale closes smoothly and on time. Ask how they assess financials, assets, and market conditions to provide an accurate business value. How do you determine a business’s value?

Broker

FineMark

JANUARY 20, 2023

We hold this duty sacrosanct and are humbled by your continued trust in our ability to grow and safeguard your financial assets. We’re grateful to you, our wonderful clients, for allowing us to be the stewards of your wealth.

Economics

Devensoft

JUNE 6, 2023

You’ll also have a better understanding of how the financial trajectory is likely to continue over the next 3–5 years. Liabilities may include: Bonds Mortgages Loans Accounts Accrued expenses It’s also critical to review outstanding legal issues. These financial obligations can hinder the success of the acquisition.

M&A

Wall Street Mojo

JANUARY 17, 2024

In case of default, the buyer is free to remove the liability from their balance sheet Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. read more can be more beneficial to the investors.

Financial Modeling

CNBC: Investing

JULY 22, 2025

He said he thinks financials can do even better given the growth of multimillionaire households, middle-class consumer spending and "explosive growth" in individuals' 401(k) retirement account balances. "The deregulation story is like the climate," Brown said.

Stock

CNBC: Investing

JUNE 23, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest.

Stock

Mergers and Inquisitions

NOVEMBER 6, 2024

Also, even if these cuts result in stronger private sector job and wage growth in the future, there will likely be a short-term hit because government spending accounts for a significant percentage of the GDP.

Government