Tech, Trump and Gold - MMT Analysis - 18-07-24 This is the second month of running our momentum portfolios and performance has already begun to diverge. On a cumulative basis both portfolios are ahead of the MSCI World, but we can already see the volatility in this strategy! What are the factors driving
Net Cash Flow: Definitions, Formula and Examples You must have heard the adage that circulates the world of finance…… Cash is King! Of course, the follow-on tag is “…. but Tax is Emperor!”, but let’s not go there. What analysts love about cash, is that cash is cash is cash. You can’t change
Basic Excel Formulas for Finance Professionals In the fast-paced world of finance, data is king. From tracking stock prices and analysing market trends to managing budgets and forecasting cash flows, finance professionals rely heavily on accurate and up-to-date data. Microsoft Excel has long been the go-to tool for crunching numbers and performing advanced
Market Momentum Tracker Analysis - 24-06-24 Following our initial blog, we’ve started setting up monthly portfolios. The approach we took was to make it diversified – taking top performers from four different segments to reduce volatility. This presents real problems at the moment as momentum is so concentrated in technology. This feeds through to
Forecasting Methods in Budgeting and Modelling Budgeting and modelling are integral components of financial planning and decision-making processes. Forecasting methods are employed to estimate future revenues, expenses, cash flows, and other financial metrics, enabling organisations to develop realistic budgets and create robust financial models. By accurately projecting future outcomes, businesses can optimise resource
What is Valuation? Capitalism is a system in which private owners control private property and let market forces- supply and demand set prices. To make money in such a system, rational allocation of capital is the only legitimate route to success. Being able to value assets, market opportunities and businesses is therefore a
