CFA Debt Stock 
Mergers and Inquisitions
OCTOBER 30, 2024
Treasury: Focus on cash flow rather than Net Income and the Income Statement ; forecast the company’s cash flow needs and set up the equity or debt required to get the necessary cash in place; invest the company’s short-term cash to earn something on it and handle foreign exchange (FX) rate and other types of hedging.
Mergers and Inquisitions
FEBRUARY 28, 2024
While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. Treasury yield at?
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FineMark
APRIL 13, 2023
“The stock market is a device for transferring money from the impatient to the patient.” This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets.
FineMark
OCTOBER 17, 2023
“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” Both bonds and stocks reversed course for the remainder of the quarter, posting losses for the period. With a current net worth of $115.7 Consequently, by the end of July 2023, the S&P was up more than 20% for the year.
Mergers and Inquisitions
JANUARY 31, 2024
This is especially common in areas like distressed debt investing that depend heavily on catalysts. If you have the right background – IB/PE at top firms or possibly equity research or CFA / asset management experience – the interviews and case studies are fairly standard. Read the filings, build a model, and make a long/short pitch”).
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