CNBC: Investing

JULY 28, 2025

Risk Management Josh — My favorite chart among the utility names on our list right now is DTE. As data center demand surges, the companies powering the grid are becoming essential enablers of the AI revolution.

Utilities

CNBC: Investing

JUNE 26, 2025

Risk management Josh here — CPNG, despite its rally this year, is still in a 40% drawdown from the '21 peak despite the fact that it is now a much bigger, more successful business than it was at the time of its IPO.

Stock

CNBC: Investing

JULY 21, 2025

If this stock breaks below its 200-day, which is around the bottom level of support it's been building in the $100 range, the stock will have some further downside risk. Risk Management: Josh here — Above I am showing you the highly correlated peak for EXE stock and the spot natural gas price.

Stock

CNBC: Investing

JULY 31, 2025

Then I'll chime in with some risk management for investors. Risk management Josh — I'm showing you two highlighted sections in the chart below as we head into earnings. Sean's got an earnings preview for you as the company reports Thursday after the bell. in EBIT, and $1.32 respectively (data via Quartr).

Stock

CNBC: Investing

JULY 10, 2025

Risk management Josh — Traders can use $350 as a pivot point. It's got sticky customer relationships in industries that have massive switching costs. For investors, that means a durable moat, long-term pricing power and scalable profitability. The stock gapped from that level and has been consolidating ever since.

Stock

CNBC: Investing

JUNE 5, 2025

The daily chart also provides a clear risk management method based on technical analysis principles, as a break below $340 would resolve this recent consolidation phase to the downside. That $355 level also represents a 61.8% Here we can see that Caterpillar is very close to a clear double top breakout, with a push above $355.14

Investment

CNBC: Investing

AUGUST 4, 2025

I'll be back with some risk management commentary should the trade not work out. Risk management Josh — Let's not make this more complicated than it needs to be. In the meantime, you have a stock approaching new 52-week highs with a 4.4% dividend yield while you wait.

Stock

CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. Their performance is often counter-cyclical to the risk-off sentiment we see, offering diversification when other sectors fall. Risk Management Josh — I think we're in a secular bull market for defense-oriented stocks, unfortunately for the world.

Stock

Global Banking & Finance

JULY 3, 2024

Photo courtesy of Stalwart Holdings 07/03/2024 Headquartered in London, Stalwart Holdings is a vertical fintech company whose mission is to improve risk management and optimize long-term investment performance through its mathematical models and artificial intelligence (AI) implementation.

Education

The TRADE

DECEMBER 14, 2023

The US watchdog is looking to bolster risk management practices for central counterparties in the US Treasury market and facilitate additional clearing of US treasury securities transactions through forcing some cash Treasury and repos to be centrally cleared. “We

Financial Institution

Razorpay

JANUARY 22, 2025

Keep Fraud at Bay with Identity Checks and Secure Access Verify the identities of both students and educators using strict KYC (Know Your Customer) protocols to avoid fraudulent sign-ups. Ensure Content Quality and Platform Credibility Thoroughly screen educators and course providers to ensure legitimacy and high-quality learning experiences.

Education

OfficeHours

JUNE 6, 2023

Risk Mitigation: Private equity firms bring a disciplined approach to investment decision-making and risk management. Through extensive due diligence and financial analysis, they identify investment opportunities with favorable risk-return profiles.

Private Equity

The TRADE

MAY 14, 2024

Whether it comes to market structure, risk management, sourcing liquidity or keeping up to speed with current regulatory and technological changes, traders are required to evolve. Traders still need to be adaptable, strong communicators, pay attention to details and risk manage.

Risk Management

The TRADE

SEPTEMBER 26, 2023

Understanding exchange rules and risk management requirements were found to be the least challenging aspects of trading APAC, with less than 20% of respondents citing these as an issue, respectively. This is creating a virtuous circle of growth that is set to continue.”

Trading

Peak Frameworks

AUGUST 15, 2023

Education and Certifications Detail your academic background and relevant certifications. As an investment banker , for instance, Jamie Dimon might underscore his expertise in risk management that helped JPMorgan Chase weather the 2008 financial crisis far better than most competitors.

Education

Peak Frameworks

MAY 2, 2024

Risk management: Expertise in identifying, assessing, and mitigating financial risks is paramount. Stay informed: Continuous education on regulatory developments and market trends is vital for staying ahead. Maintain ethical standards: Upholding high ethical practices ensures long-term success and industry respect.

IT

The TRADE

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes.

Trading

The TRADE

SEPTEMBER 14, 2023

.” He continued that the market is seeing a strong willingness from participants in terms of moving at speed and embracing the fact that they can automate their workflows and make them more efficient “with the right risk management tools or the right credit modules”.

Electronics

Peak Frameworks

JULY 19, 2023

Implementing appropriate , risk management techniques, such as setting stop-loss orders and managing position size, is essential. Market Volatility and Sudden Reversals Rapid price movements can lead to unexpected reversals, causing potential losses if not managed effectively.

Trading

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. If we can sustain a break above the $140.00

IT

Growth Business

MAY 23, 2023

The UK’s fintech industry continues to grow thanks to a combination of many factors, including London’s existing standing as a centre of financial excellence, globally respected regulatory frameworks, as well as good education and infrastructure. Financial services contributed £132bn to the economy in 2019, which equated to 6.9

Engineering

Global Newswire by Notified: M&A

JULY 8, 2025

Abacode specializes in holistic, outcome-driven cybersecurity solutions and governance programs that help businesses transform their cyber risk management strategies and turn compliance challenges into competitive advantages.

Government

Razorpay

DECEMBER 27, 2023

Focus on Credit Risk Management: DLG is not a substitute for sound credit assessments and risk management by lending businesses. Implications for Lending Businesses The DLG guidelines introduce a new risk-sharing mechanism in digital lending, offering potential benefits but also imposing regulatory limitations.

Banking

Wizenius

AUGUST 16, 2023

This journey encompasses risk management, optimization of financial returns, and the creation of value within the portfolio. At Wizenius, we offer competitive pricing, making quality education affordable and accessible to all aspiring professionals. Don't let high investment banking course fees hold you back.

Private Equity

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. The companies I represent are often a life- long endeavor of their owners, so I take as much time as needed to educate them on how to navigate this very unique process.

M&A

Software Equity Group

MARCH 26, 2024

AKKR invested in five software companies in 2023, including Facture, a developer of tax compliance software; Loftware, a maker of cloud-based enterprise labeling and artwork management software; and enterprise resource planning (ERP) solution provider Symfonia. The firm has made 878 total investments since inception.

Private Equity

Software Equity Group

AUGUST 20, 2024

The software offers features for operations management, work planning and control, dashboards, business intelligence, reporting, environmental health and safety, workforce management, and risk management. The public company was founded in 1985 and is domiciled in Sweden.

Investment

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Evaluate the success of risk management strategies in ensuring a smooth transition.

Business

Peak Frameworks

OCTOBER 17, 2023

Importance of Risk Management in the Face of Headwinds With potential headwinds identified, investors can adopt strategies to mitigate risks. Continuous education and awareness of these forces can greatly influence your investment decisions.

Business

Mergers and Inquisitions

MARCH 8, 2023

And there are other options, such as joining or re-joining an S&T team at a bank, moving into a risk management role, or taking a macro research role at a global organization like the IMF (see the list of sales & trading exit opportunities for more ideas). The King of Oil – Biography of an infamous billionaire oil trader.

Funds

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. Educating yourself and preparing yourself for what lies ahead, is the only sure shot way of achieving the great result you are hoping for. 15.4.3 Do not feel uncomfortable to push back. We are happy to discuss any of this.

Business

The TRADE

APRIL 30, 2024

In a wider sense, Basel III impacted financial market by promoting greater stability, resilience, and risk management within the banking sector. This has resulted in a range of operational and legal challenges, as well as potential basis risk between Libor and RFR-based contracts.

Financial Institution

The TRADE

JANUARY 11, 2024

Constantly educating oneself on ever-evolving processes is paramount. “The Heads of desks across the market agree that in this new age, the spectrum, educational backgrounds of candidates has also increasingly widened in order to plug ‘tech’ gaps. No longer are traders solely required to arrive, learn and sit still.

Trading

The TRADE

DECEMBER 19, 2024

Efforts to bridge this gap will focus on enhancing education, accessibility, and a supportive regulatory environment. Educational initiatives will equip retail investors with the necessary knowledge and resources to better understand and utilise financial instruments like equity options.

Trading

The TRADE

APRIL 14, 2025

Before that, he founded and became chief executive of strategy, risk management and compliance consultancy, Patomak Global Partners. The TRADE is thrilled to announce that Natasha Cocksedge has joined the team as a reporter, effective 7 April. Bush, where he served until August 2008.

Portfolio Management

CNBC: Investing

JULY 3, 2025

Risk Management Josh — FERG appears to be forming a textbook cup-and-handle pattern, signaling potential for bullish momentum. The company has rebounded with improving fundamentals, stronger margins, and a cleaner cost structure.

Stock

Razorpay

FEBRUARY 18, 2025

Risk Management for Digital B2B Payments Effective risk management involves identifying vulnerabilities and implementing strategies to secure transactions. Proactive risk management not only protects financial data but also maintains business integrity and trust.

Accountant