Finance Strategist. I share expert insights on financial modeling, finance, M&A, and strategy - and guides to help you confidently navigate deals and investment decisions.
Finance
Commodity markets are some of the most dynamic, and unpredictable, in the world. From coffee to crude oil, commodity prices shape everything from grocery bills to global trade. But what actually drives commodity price volatility? Below, we break down the key factors behind fluctuations across agricultural, energy, metals, and soft
Finance
Bulge bracket banks are far more than just investment banks. They are diversified financial powerhouses with multiple revenue streams, making them resilient to shifts in any single market. Understanding these revenue sources is key to grasping how these institutions generate billions in profits. 1. How Bulge Bracket Banks Earn from
Finance
What is a Fortress Balance Sheet? A fortress balance sheet is a financial strategy focused on maintaining a very strong, resilient financial position. It is characterized by high liquidity, low leverage, and substantial capital reserves. The goal is to ensure that a company can withstand economic shocks—such as recessions,
Finance
Over 80% of finance leaders say AI will transform their teams in the next three years. But the future isn’t humans versus AI — it’s humans with AI. This is the essence of hybrid teams: the strategic collaboration between human employees and AI agents. Together, they’re reshaping finance
Finance
GDP represents the total monetary value of all finished goods and services produced within a country's borders in a specific time period, typically a quarter or a year. Think of it as a comprehensive scorecard of economic activity. There are a few ways to calculate GDP (production, income,
Finance
Substantive testing refers to the procedures performed by auditors to detect material misstatements in the financial statements. Unlike control testing, which assesses whether internal controls are operating effectively, substantive tests look directly at the numbers and disclosures to verify their accuracy and validity. Internal controls are the gatekeepers designed to
Finance
When discussing investment portfolios and estate planning strategies, trusts often receive less attention than they deserve. Yet these legal structures have served families and institutions for centuries, offering sophisticated solutions for wealth preservation, tax optimization, and legacy planning. What Is A Trust? A trust represents a fiduciary relationship involving three
Strategy
Six Sigma, originally developed by Motorola and popularized by General Electric, is a proven methodology for process improvement. While it began in manufacturing, Six Sigma has become a powerful framework for finance leaders to streamline workflows, reduce costly errors, and drive strategic business growth. What is Six Sigma in Finance?
Strategy
We create forecasts, build robust models, and devise intricate strategies to achieve our goals. But what if, before launching into execution, we intentionally imagined the project had already failed? What if we tried to figure out why it failed, before it even began? This exercise is the essence of pre-mortem
Strategy
In finance and investing, the only constant is change. Market volatility, global shifts, and technological disruption make relying on a single financial forecast risky. This is why scenario planning in finance is such a powerful tool. It helps leaders prepare for uncertainty by exploring multiple plausible futures instead of betting
Finance
Why Alternative Data Matters in Investing Traditional data sources – company earnings reports, analyst forecasts, economic indicators – are essential but no longer sufficient to gain a significant edge. Alternative data has emerged as a revolutionary way for investors to analyze opportunities, spot trends, and generate alpha—returns that outperform the broader
Finance
When we talk about investments, our minds often jump to average returns. Investors naturally want to know how much money they can expect to make. But the average tells only part of the story. To fully understand the risks and rewards of an investment, we need to look at the
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