Finance Blogs and Articles
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Every morning
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The author warns investors not to pour all cash into the market simply because the S&P 500 has slipped 10% from recent highs. A 10% decline is technically a correction, not a market bottom, and Fidelity’s historical data shows many corrections evolve into deeper bear markets. The piece stresses that capital deployment decisions should be based on strategy, not the illusion of a clearance‑sale dip, and that even a curated watchlist of stocks does not signal a floor.
Yardeni’s latest chart shows the S&P 500’s forward price‑to‑earnings ratios diverging sharply across market segments. The so‑called Magnificent Seven tech‑heavy stocks are trading above a 30‑times forward P/E, while the broader large‑cap index sits near 22‑times and small‑to‑medium caps hover around...
ACM Research’s Shanghai unit announced a cash dividend of RMB 6.233 per 10 shares (approximately $0.87) for fiscal 2025, the first dividend ever for the US‑listed company. The board has approved the payout, pending shareholder ratification at the 2026 AGM. Analyst...
Fannie Mae and Freddie Mac increased agency MBS holdings by about $11.3 billion in February, the smallest rise since September 2025 and well below the $15.5 billion jump in January. The increase falls short of the White House’s January pledge for the...
The My Trend Asset Allocation Model has consistently outperformed the traditional 60/40 stock‑bond benchmark on an out‑of‑sample basis, delivering higher returns while maintaining comparable risk levels. Its trend‑following methodology spans a broad set of global equity markets and commodity prices,...
On February 27, 2026 the SEC adopted final amendments to implement the Holding Foreign Insiders Accountable Act, extending Section 16(a) beneficial‑ownership reporting to officers and directors of foreign private issuers (FPIs) with securities registered under the Exchange Act. Affected insiders must...
A $3.5 billion valuation loss stemmed from a series of operational failures at a mid‑size technology firm, prompting a sharp share‑price decline and a reassessment of its investment case. The board’s delayed response amplified market uncertainty, allowing rivals to capture share....
Microsoft Dynamics 365 Finance and Supply Chain Management continues to attract attention through a series of recent blog posts covering tax configuration, demand planning, accounts payable automation, and high‑volume data export. Paolo Cecchelli stresses early design of a VAT matrix...
Alaska Air is eyeing JetBlue as a potential acquisition, attracted by the combined route map and East Coast foothold. The deal would give Alaska access to Boston, JFK slots, the Mint premium brand, and a fleet of A321LRs suited for...
Health‑care leaders are overlooking a hidden cost called the Silent Variance—the revenue loss caused by patient friction in scheduling, authorizations, and navigation. Missed appointments and administrative hurdles cost the U.S. system roughly $150 billion annually, with a single primary‑care no‑show eroding...
The VC Corner blog post unveils a free seven‑sheet Excel model that lets founders and investors run a full accretion/dilution analysis on any M&A transaction. The tool calculates whether the acquiring company’s earnings per share (EPS) will rise or fall...
A bond is a debt instrument where investors lend money to governments, corporations, or municipalities in exchange for periodic interest payments and return of principal at maturity. The article explains core features such as face value, coupon rate, maturity, and...
ISS‑Corporate’s analysis of Russell 3000 firms confirms that performance‑based equity remains the dominant long‑term incentive model, delivering higher total shareholder returns and slower CEO compensation growth than time‑only structures. Extended‑time‑based awards (ETBA) are rare and skew toward smaller companies, yet the...
Mitsubishi Electric, Rohm and Toshiba Electronic Devices & Storage have signed a memorandum of understanding with Japan Industrial Partners and TBJ Holdings to explore merging their power‑semiconductor businesses. The proposed joint venture would combine silicon, gallium‑nitride (GaN) and silicon‑carbide (SiC)...
On March 25, 2026 Volaris approved a merger with Viva Aerobus, creating a combined entity that will control roughly 71% of Mexico's domestic low‑cost market. The deal is financed by a $248.3 million capital increase that will dilute existing shareholders by...
Cube, a fintech startup founded by former CFO Christina Ross, is redefining financial planning and analysis by layering automation onto existing spreadsheet workflows. The platform integrates with ERP, CRM and cloud data sources to provide real‑time visibility without requiring a...
ITA Airways announced its first net profit for 2025, posting €209 million (≈$230 million) after a €436 million swing from the prior year. The carrier achieved the result while operating 11% fewer flights and carrying 8% fewer passengers, lifting its load factor to...
The private credit market, now over $1 trillion in size, is confronting significant liquidity strain. More than $100 billion of private credit funds are experiencing redemption limits, gating, or forced liquidity measures, indicating a real‑time unwind rather than a theoretical risk. The...
CrossCountry Mortgage announced an $8.45 billion acquisition of Two Harbors Investment Corp., a leading mortgage REIT. Two Harbors common shareholders will receive $10.8 in cash per share, a 5.26% discount to the prior close, while Series A‑C preferred holders will be...
Finance teams can now feed a 3,000‑row CSV into Claude and receive a fully interactive profit‑and‑loss dashboard with hierarchical rows, drill‑down charts, and variance commentary—all without coding, design work, or a BI subscription. The single prompt generates a CFO‑grade report...
Damen Shipyards Group closed 2025 with revenue climbing to $3.58 billion, up from $3.32 billion, and EBITDA rising roughly 10% to $204 million. Net profit reached $67 million, a modest increase from $64 million the prior year, while the order book now tops $11 billion, underpinning...
Inflection Point Acquisition Corp. VI priced a $220 million IPO and will begin trading on Nasdaq under the ticker IPFXU on March 27, 2026. The SPAC targets North American and European companies in disruptive growth sectors, leveraging the expertise of its senior management team....
The InsideArbitrage Event Driven Monitor highlights a series of high‑profile M&A moves, including the $22 billion merger‑of‑equals between Equitable Holdings and Corebridge Financial, and Henkel's $1.4 billion cash acquisition of Olaplex at a 55% premium. Servier has opened a tender offer for...
Leveraged buyouts rely on a strict payment waterfall that prioritizes operating expenses, senior debt, reserves, seller notes, and finally buyer equity. The hierarchy ensures banks’ capital is protected while the entrepreneur’s equity bears performance risk, driving deleveraging through cash‑flow allocations....
Finance leaders are rapidly adopting generative AI tools like ChatGPT, Claude, and Gemini to accelerate reporting, forecasting, and reconciliation. However, three core risks are emerging: data breaches from unsanctioned "shadow AI," misleading output quality despite improving accuracy, and a tightening...
Our weekly DCF model values Pfizer Inc. at roughly $14‑15 per share, far below its current trading level near $27. The analysis uses a 9% discount rate, 2% terminal growth, and projects free cash flow stabilizing around $10 billion by 2029,...
Microsoft Dynamics GP’s support window closes in September 2029, urging businesses to plan migrations to Business Central. Recent blog posts advise adding major GP modules now to simplify a future ERP switch. They also compare GP and Business Central’s bill‑of‑materials structures,...
Alpha Cognition reported fourth‑quarter 2025 revenue of $2.5 million from its Alzheimer’s drug ZUNVEYL, bringing full‑year revenue to about $10.2 million. The company added a second national PBM contract, expanding coverage to two of the four major long‑term‑care payers, and saw prescriber...
Mastercard has engaged investment bankers to explore selling the real‑time payments business it bought from Denmark’s Nets in 2019 for $3.2 billion. The unit, which produces roughly $370 million in revenue and $100 million EBITDA, is expected to fetch a price below its...
QDRO Acquisition Corp. priced a $200 million initial public offering, with its units slated to begin trading on Nasdaq under the ticker QADRU on March 27, 2026. The SPAC aims to merge with a target in the U.S. financial‑services sector and may also...
Future Money Acquisition Corporation (NASDAQ:FMACU) priced its $100 million initial public offering and will begin trading on Nasdaq on March 27, 2026. The SPAC is targeting a merger with a company operating in artificial intelligence, Web3, or intelligent manufacturing. Sponsor leadership...
The International Financial Services Centres Authority (IFSCA) released a consultation paper proposing a standalone market‑abuse framework for IFSC securities, replacing reliance on SEBI rules and introducing hybrid principle‑ and rule‑based standards. In Europe, ESMA approved supplementary deferral timelines for sovereign...
Recent financial stress has spurred a wave of regulatory initiatives worldwide. In the United States, the Treasury signaled a possible reset of bank liquidity rules, including a review of the Liquidity Coverage Ratio and discount‑window caps. China’s CSRC introduced a...
Bloomberg’s March Global Regulatory Brief highlights a wave of green‑finance rulemaking across four jurisdictions. Australia’s Treasury is consulting on a sustainable‑product labeling regime with a submission deadline of 13 March, while the EU has published its final sustainability omnibus law, tightening...
Spin‑offs often suffer a predictable sell‑off as institutional and passive investors dump shares they are not mandated to keep. Research shows the worst price pressure lasts about five trading days, after which stocks typically bottom once roughly 40‑50% of outstanding...
The U.S. Treasury’s Office of Foreign Assets Control (OFAC) fined TradeStation Securities about $1.1 million after the broker processed 481 trades totaling roughly $4.4 million for users in Iran, Syria and Crimea. Although TradeStation had a layered sanctions‑compliance framework, a 2018 mobile‑app...
AXIS Capital announced that Matthew Kirk will assume the chief financial officer role on March 31, 2026, succeeding Peter J. Vogt after a 16‑year tenure. Kirk, who joined AXIS as a special advisor in October 2025, brings nearly three decades...
Shopify merchants generating $250 K‑$5 M annually are urged to adopt agentic commerce—a AI‑driven model that boosts conversion and average order value—while preserving cash flow. The article outlines a financing framework that leverages equipment‑technology loans, leasing, and vendor‑financing to fund AI infrastructure...
Totalis Program Underwriters has acquired ShoreOne Insurance Managers, a niche provider of homeowners insurance with integrated flood coverage. The deal terms were undisclosed, and ShoreOne will operate as an independent business unit under Totalis, with Cameron Rhodes taking over as...
Modern Treasury has been chosen by the Solana Foundation as a core payments infrastructure partner for the new Solana Developer Platform (SDP). The partnership gives enterprises a single API layer that connects U.S. payment rails—ACH, wire, RTP, FedNow, push‑to‑card—with Solana’s...
Companies are grappling with how to treat AI‑enhanced vendor upgrades under existing shadow‑AI bans. The article argues that such upgrades are fundamentally an IT control issue—un‑tested software entering production—rather than a new compliance violation. It highlights recent high‑profile incidents like...
VivoPower PLC announced Nasdaq’s approval of the “TEMB” ticker for the forthcoming Tembo Group N.V., the entity to be created through its merger with Cactus Acquisition Corp. I. The deal values Tembo at an indicative pre‑money equity of about $838 million,...
Private credit markets have been under intense pressure for months, grappling with liquidity shortages, redemption demands, and mounting valuation doubts. A former major banking CEO has recently warned that the situation could deteriorate further, signaling heightened risk for the sector....
Henkel AG announced a cash acquisition of Olaplex Holdings for $1.4 billion, offering $2.06 per share—a 54.9% premium to the prior close. The deal values Olaplex at 13.72 times its EBITDA and is slated to close in the second half of...
Oregon State Treasurer Elizabeth Steiner warned SEC Chair Paul Atkins that proposed rule changes could weaken shareholder rights, jeopardizing pension beneficiaries and market integrity. She highlighted Oregon's $148 billion public‑pension portfolio and its active proxy voting—5,333 meetings covering over 50,305 agenda...
A new academic paper examines how corporate managers leverage stock‑market feedback when allocating capital to artificial intelligence and green technologies. The study argues that market prices, analyst coverage, and investor sentiment provide forward‑looking signals that reduce uncertainty around these nascent...
The U.S. Securities and Exchange Commission has opened a formal inquiry into Egan‑Jones, a niche credit‑rating firm that underpins much of the private‑credit market, questioning whether its ratings are produced with integrity. At the same time, a wave of redemption...
The U.S. dollar is trading in a narrow range against G10 currencies while equities and bonds are under pressure. A potential escalation in the Middle East, highlighted by Tehran’s rejection of a U.S. cease‑fire proposal, is dampening risk appetite. Oil...
Hapag‑Lloyd released its 2025 annual report, posting $3.6 billion EBITDA, $1.1 billion EBIT and a $1 billion net profit despite an 8 % decline in freight rates. Volume rose 8 % to 13.5 million TEU, driving liner‑shipping revenue to $20.6 billion, while the Gemini network achieved 90 %...
Manish Aggarwal, a former UiPath regional tax leader, left a ₹50 lakh‑plus (≈$60,000) package to launch his own offshore tax advisory firm. While Indian GCCs handle complex multi‑jurisdiction compliance, most CPA offshoring remains low‑margin, high‑volume work. Aggarwal identified a market gap...
