https://overallmoney.com/blog/ Every article, newest first: valuation, markets, research data, personal finance and Excel. en-us https://overallmoney.com/residual-income-model-valuation/ https://overallmoney.com/residual-income-model-valuation/ Value a company by the income it earns above its cost of equity, and why the model works well when cash flows are hard to forecast. Valuation Sun, 06 Oct 2024 00:00:00 GMT https://overallmoney.com/us-treasuries-yield-curve/ https://overallmoney.com/us-treasuries-yield-curve/ What the US Treasury yield curve shows, what normal, inverted and flat curves can signal about the economy, and where to find today’s official rates. Markets Wed, 02 Oct 2024 00:00:00 GMT https://overallmoney.com/discounted-cash-flow-model/ https://overallmoney.com/discounted-cash-flow-model/ How the Free Cash Flow to the Firm method estimates a company’s intrinsic value, step by step, from forecasting cash flows to discounting them at the WACC. Valuation Mon, 23 Sep 2024 00:00:00 GMT https://overallmoney.com/crsp-compustat-quarterly-data-item/ https://overallmoney.com/crsp-compustat-quarterly-data-item/ A reference of CRSP/Compustat quarterly (Fundamentals Quarterly) data items: each variable’s code and what it measures, the companion to the annual list. Research data Sun, 19 May 2024 00:00:00 GMT https://overallmoney.com/crsp-compustat-annual-data-item/ https://overallmoney.com/crsp-compustat-annual-data-item/ A reference of CRSP/Compustat annual (Fundamentals Annual) data items: every variable’s code and what it measures, for finance and accounting research. Research data Thu, 16 May 2024 00:00:00 GMT https://overallmoney.com/chase-freedom-5-cash-back-calendar-so-you-can-plan-your-spending/ https://overallmoney.com/chase-freedom-5-cash-back-calendar-so-you-can-plan-your-spending/ How Chase Freedom Flex’s rotating 5% cash-back categories work: quarterly activation, the $1,500 spending cap, and how to plan your spending around them. Personal finance Sat, 06 Jan 2024 00:00:00 GMT https://overallmoney.com/discover-credit-cards-bonus-5-cash-back-categories/ https://overallmoney.com/discover-credit-cards-bonus-5-cash-back-categories/ How Discover it’s quarterly 5% cash-back categories work: activation, the $1,500 quarterly limit, which cards earn it, and a past calendar to see the pattern. Personal finance Sat, 06 Jan 2024 00:00:00 GMT https://overallmoney.com/simple-moving-average-sma/ https://overallmoney.com/simple-moving-average-sma/ What a simple moving average is, how to calculate it by hand and in Excel, how traders use the 50-day and 200-day SMA, and the limits to keep in mind. Markets Sat, 06 Jan 2024 00:00:00 GMT https://overallmoney.com/data-entry-form/ https://overallmoney.com/data-entry-form/ Build an automated data entry form in Excel with a VBA UserForm: design the sheets and form, add the code, and save each entry to a database sheet. Free file. Excel Mon, 09 Jan 2023 00:00:00 GMT https://overallmoney.com/enter-data-manually/ https://overallmoney.com/enter-data-manually/ Enter data in Excel quickly: type a table with Tab and Enter, fill numbers, months and dates with AutoFill, and insert a new row without retyping anything. Excel Fri, 04 Nov 2022 00:00:00 GMT