Finance Blogs and Articles
Finance Blogs and Articles
Finance Pulse
EMAIL DIGESTS
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Buying a business without thorough due diligence can turn a promising investment into a costly liability. The article outlines a comprehensive checklist covering assets, employees, finances, legal matters, marketing, and operational structure to evaluate a target company. It emphasizes that due diligence reveals hidden liabilities, market assumptions, and cultural mismatches before a deal closes. Finally, it recommends partnering with experienced business brokers, such as Benchmark Business Brokers, to streamline the process and reduce risk.
The S&P 500’s mega‑cap companies posted record‑high profit margins in Q4 2025, driven by strong pricing power and cost efficiencies. However, the earnings releases also revealed a sharp rise in C‑suite compensation and related overhead, outpacing earnings growth. Analysts note...
The Supreme Court will hear Sripetch v. SEC in April, a case that challenges whether the SEC must demonstrate actual pecuniary loss to obtain disgorgement orders. The dispute revisits the agency’s expanding use of equitable relief, which has evolved from...
The Treasury will auction a 30‑year Treasury Inflation‑Protected Security (TIPS) this week, offering a real‑yield that could attract investors seeking long‑term inflation hedges. Analysts note that redeeming early‑year I Bonds can generate an unexpected tax liability, complicating cash‑flow planning. Recent CPI...
The episode breaks down Toyokumo's Q4 and full‑year FY 2025 financial results, highlighting revenue growth, margin compression, and cash flow trends. The host evaluates whether the company's recent performance signals a genuine investment opportunity or a potential trap for retail...
Recent SEC enforcement actions have spotlighted ineffective internal controls over financial reporting, emphasizing approval workflow and reconciliation gaps. Experts argue that robust control environments, paired with knowledgeable teams, shift compliance from a reactive task to a predictable process. As organizations...
The SEC is sharpening its enforcement focus on core misconduct such as insider trading, accounting and disclosure fraud, market manipulation, and adviser fiduciary breaches. Chairman Gary Gensler, echoing Acting Director Sam Waldon, has directed staff away from low‑harm record‑keeping investigations....
Transparency International’s latest Corruption Perceptions Index shows a global decline in clean governance, prompting compliance leaders to look inward. The article proposes building a corporate‑level corruption perception index to gauge how employees view ethical standards and misconduct. It outlines the...
A new comparative study finds crypto‑derivatives regulation is highly fragmented across major financial hubs, despite the products mirroring traditional derivatives in structure and risk. Regulators have forced crypto‑derivatives into existing regimes, leading to divergent rules based on settlement method, underlying...
In Part II, the podcast examines how the ongoing "Great Compression" of money‑market rates is pushing the Federal Reserve to replace its traditional overnight Fed Funds target with a new benchmark. It explains that overnight Fed Funds volume has collapsed...
The episode reviews Zambia's overdue debt restructuring progress, highlighting a post‑default €3 billion Eurobond swap that now accounts for about a quarter of its external debt and a 95% debt‑to‑GDP ratio. It notes strong market rebounds with the kwacha up 15%...
The episode dissects DNP Select Income Fund Inc., a closed‑end fund that targets utilities and promises a steady monthly payout via a managed distribution plan that can draw from income, gains, or return of capital. It explains how the fund’s...
The episode examines a ten‑year preferred security that now trades just above par, offering a high current yield and a short time to a likely call. The host highlights the bond’s attractive spread over Treasuries, its qualified‑dividend tax treatment, and...
The episode examines the severe liquidity crunch in both physical and paper silver, highlighted by a sharp drop in COMEX open interest and widening spreads that deter speculators. It explains how banks and traders are constrained by the high value...
Ship.com warns that rising carrier surcharges will compress e‑commerce margins in 2026. It advises sellers to treat shipping expenses as part of COGS when evaluating product profitability. The firm highlights that base‑rate increases are less damaging than a growing web...
Microsoft’s Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) is highlighted for its ability to tighten accounts‑receivable cycles, offering dashboards, automation, and predictive insights that accelerate cash collection. The platform also introduces streamlined feature‑management tools that let administrators toggle new updates...
Microsoft’s Dynamics 365 Business Central ecosystem received several practical upgrades. Stefano Demiliani released BCMCPProxy vNext, a cross‑platform .NET proxy that adds browser‑based token caching for AI tool connectivity. The platform also now supports built‑in EFT/ACH processing with NACHA formats, and Microsoft published...
The episode examines the recent collapse in free cash flow among the MAG7—Microsoft, Apple, Google (Alphabet), Amazon, and Meta—highlighting how their once robust cash generation has sharply deteriorated. It explores the drivers behind this decline, including macroeconomic headwinds, higher capital...
January’s consumer‑price index showed modest headline inflation, rising 0.3% month‑over‑month and 3.2% year‑over‑year, but the report included several qualifiers. Core CPI eased to 4.8% annual, driven by lower energy costs, while shelter and services remained sticky. Analysts highlighted the mixed...
The episode dissects the current QQQ options market, highlighting that skew and risk reversals are at historic highs, indicating expensive downside protection and a defensive bias among investors. Despite heavy put activity, call participation remains steady and speculative far‑out‑of‑the‑money buying...
The AGM newsletter announced the launch of the AGM Community, an RIA advisory board, and its first field trip in New York, signaling deeper engagement with wealth managers. Across the private‑markets landscape, major deals include Apollo and Schroders’ joint fund...
Bonds rallied as the latest CPI data showed headline inflation just below forecasts and core inflation on target, pushing 10‑year Treasury yields down to 4.07%. Shelter costs continued to ease, with owners' equivalent rent hitting a cycle low. Meanwhile, the...
Ground Truth Intelligence released a whitepaper outlining the Department of Justice’s refreshed FCPA enforcement agenda after a 180‑day pause and June 2025 guidance. The DOJ is shifting resources toward corruption that threatens U.S. national security, economic competitiveness, and organized‑crime links,...
The Morning SPAC News Roundup for February 13, 2026 was published on SPAC Insider, offering a curated list of SPAC‑related developments. Access to the full content requires a paid monthly subscription, limiting free readership. The post includes typical market commentary, deal announcements,...
Rural ISPs repeatedly cite financing caps as the primary barrier to expanding broadband, not a lack of willingness. Lenders impose strict borrowing limits based on cash flow, debt ratios, and broader market conditions, which many small providers cannot exceed. Grant...
SpiceJet reported a Q3 FY26 net loss of Rs 2.68 billion, down from Rs 6.35 billion in Q2, as revenue jumped 77% to Rs 13.84 billion. The improvement came despite higher aviation turbine fuel prices, a weakening rupee and the loss of Pakistani airspace, which inflated...
The episode examines how the correlation between the S&P 500 and the VIX is not static but varies across four distinct market regimes defined by levels of volatility (VOL) and volatility‑of‑volatility (VOV) risk. The authors propose a regime‑switching model that shows...
Willow Lane Acquisition Corp. II announced pricing of its $125 million initial public offering, with units set to begin trading on Nasdaq under the ticker WLIIU on February 13, 2026. The SPAC, led by CEO B. Luke Weil, CFO George Peng and COO Marjorie Hernandez,...
Mekorma and Continia announced a joint solution that delivers end‑to‑end accounts payable automation directly inside Microsoft Dynamics 365 Business Central for North American customers. Continia provides OCR‑driven invoice capture, approval routing, and document management, while Mekorma adds vendor onboarding, compliance validation,...
Avalara released its 2026 Tax Changes Report, highlighting “off the charts” growth in U.S. transaction taxes. In a sponsored MSDW podcast, Avalara VP Scott Peterson explained how federal income‑tax reforms will affect state tax structures. He noted that many states...
RF Acquisition Corp. III priced a $100 million initial public offering and will begin trading on Nasdaq under the ticker RFAMU on February 13, 2026. The SPAC is led by Chairman and CEO Tse Meng Ng and CFO Chee Soon Tham, with a...
BHAV Acquisition Corp. (ticker BHAVU) filed a Form S‑1 to launch a $100 million special purpose acquisition company (SPAC) IPO. The filing positions BHAVU to target strategic acquisitions in the technology and semiconductor sectors, with a particular focus on Intel‑related opportunities....
The episode examines how finance, credit, and treasury leaders can gauge their organization’s readiness for high‑level automation in Time‑to‑Pay, Procure‑to‑Pay, and Order‑to‑Cash, noting that over 75% agentic automation is the target within three years. It highlights findings from the North...
SEC Enforcement Division Director Margaret “Meg” Ryan addressed concerns about a perceived lull in enforcement during a February 11, 2026 speech. She reaffirmed the division’s commitment to vigorously enforce securities laws, emphasizing transparent processes, a focus on case quality over...
The State Pension Fund of Finland (VER) generated an 11.3% return on its €1 billion hedge‑fund allocation in 2025, up from 10.9% in 2024. The outperformance was driven primarily by Asia‑focused and event‑driven managers, while CTA strategies lagged but still posted...
The article warns that relying on outdated tax and legal structures for inherited commercial real‑estate can trap heirs in inflexible, costly situations. While a step‑up in basis lowers capital‑gains tax, it does not address liquidity, governance, debt maturity, or asset...
Deloitte and USC’s Peter Arkley Institute released its fifth‑year analysis of S&P 500 risk‑factor disclosures, finding that average page counts rose to 14.3 and risk‑factor totals to 32. Despite SEC reforms aimed at trimming disclosures, 56% of firms added pages and 37%...
Nicolai Tangen, chief executive of Norges Bank Investment Management, steers the world’s largest sovereign wealth fund with $2.1 trillion under management—about 1.7% of every listed company. In a Knowledge Project podcast released Feb 17, he discusses how massive capital, rapid decision‑making, and...
XFLH Capital Corporation priced a $100 million initial public offering, with its units set to begin trading on the NYSE under the ticker XFLH.U on February 12, 2026. The SPAC is led by CEO Yanzhe Yang and CFO Tianshi Yang, and its board...
The CBO’s 2026‑2036 outlook shows U.S. federal deficits as a percent of GDP climbing to levels not seen since the 2007‑09 recession. While the primary deficit is modestly declining, net interest costs are soaring, already surpassing defense spending and projected...
The 10‑year Treasury yield slipped 8 basis points after a trio of surprisingly strong labor‑market releases, settling just below the 4.20% technical barrier. January’s payrolls added 130,000 jobs, far exceeding the 70,000 forecast, while the unemployment rate fell to 4.3%...
Hg has completed the acquisition of OneStream for $6.4 billion, paying $24 per share—a 31% premium to the prior market price. The deal positions Hg as a major player in corporate performance management (CPM) and business intelligence, leveraging its software expertise...
The episode breaks down the modern repo market by illustrating how overnight rates and dealer spreads vary across different repo segments—triparty, GCF, DVP, and NCCBR. It explains that dealers profit by maintaining a positive spread between the cost of borrowing...
The Third Circuit affirmed the dismissal of Sports Enterprises’ fiduciary‑duty claim against Marvin Goldklang, holding that Florida nonprofit statutes impose duties only to the organization, not to individual minor‑league clubs. The court emphasized that the league’s bylaws require directors to...
LRN’s 2026 Ethics & Compliance Program Effectiveness Report, based on more than 2,500 respondents across 26 industries, reveals a widening gap between high‑impact and average programs. While AI and data‑analytics adoption is expanding, many firms lack the governance and measurement...
Internal auditors are expanding beyond traditional assurance to become AI evangelists, guiding organizations on responsible AI deployment. The article highlights how auditors historically added value by introducing tools and best practices, and now they can apply the same mindset to...
The episode examines how corporate treasuries are influencing Bitcoin's market dynamics amid a prolonged bear phase marked by steady ETF outflows. It highlights that while institutional ETFs are withdrawing capital, public companies now hold significant Bitcoin on their balance sheets,...
The Delaware Superior Court in JanCo FS 2, LLC v. ISS Facility Services clarified how a materiality scrape should be applied in M&A indemnity clauses. The court first inserts the full definition of “Material Adverse Effect” and then strikes materiality qualifiers, effectively expanding the...
Colosseum Global Alpha entered 2026 with a modest 12% net exposure, a level that usually limits market sensitivity. In January the fund slumped 14.2%, driven primarily by short positions that were caught in extreme price swings. Shares of SanDisk and...
