Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. ft.com) Do startups founded in recessions fare better? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 211

Asset Allocation Financial Advising Startup Economy 211

Abnormal Returns

APRIL 7, 2023

behaviouralinvestment.com) Money market mutual fund assets are surging. caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession.

Startup 214

Startup Financial Advising Economy Media 214

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? twitter.com) Crypto Gary Gensler's SEC has been busy.

Financial Advising 199

Financial Advising Startup Banking Manufacturing 199

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. nytimes.com) Startups The co-founder relationship is like a marriage. protocol.com) A changing climate underlies growing interest in weather startups. ft.com) Economy The August NFP report was 'solid.' ft.com) Companies Starbucks ($SBUX) has a new CEO.

Startup 207

Startup Financial Advising Media Economy 207

Abnormal Returns

MARCH 14, 2023

portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. engadget.com) Economy February CPI showed 6.0% nytimes.com) What's new in GPT-4.

Startup 199

Startup Financial Guidance Financial Advising Media 199

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. theverge.com) How the AI landscape is lining up.

Asset Allocation 193

Asset Allocation Financial Advising Startup Valuation 193

Abnormal Returns

JANUARY 26, 2023

wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. investmentnews.com) Why ETFs continue to gobble up new asset classes. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession.

Startup 204

Startup Financial Advising Investment Advisor Insurance 204

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 179

Financial Advising Startup Banking Media 179

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India.

Economics 180

Economics Startup Financial Advising Media 180

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. nytimes.com) The UK has 'deconverged' from the rest of the global economy. etf.com) Global U.S.

Startup 189

Startup Valuation Financial Advising Distribution 189

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 199

Financial Advising Startup Economy Media 199

Abnormal Returns

MARCH 13, 2023

(mailchi.mp) Why more assets are going to flow to systemically important banks. tomtunguz.com) Cash management wasn't a priority for startups. ft.com) Economy In a country as big as the U.S., local economies matter. ft.com) Economy In a country as big as the U.S., local economies matter. stratechery.com)

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. ft.com) The VC money in crypto startups isn't looking great right now. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 186

Financial Advising Startup Manufacturing Media 186

Abnormal Returns

MARCH 12, 2023

(nytimes.com) The former Boston Private money management arm of SVB is a prized asset. thebasispoint.com) Health and biotech startups also have big exposure to SVB. theatlantic.com) Economy The jobs market is simultaneously hot and cold. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 233

Financial Advising Startup Banking Communication 233

Abnormal Returns

JANUARY 25, 2023

(ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. noahpinion.substack.com) Economy The debt ceiling debate is ridiculous. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? riabiz.com) How do active managers justify their own work?

Financial Advising 210

Financial Advising Startup Media Retirement 210

Abnormal Returns

JANUARY 12, 2023

Strategy Why you likely won't identify the next financial fraud ahead of time. capitalallocators.com) Bitcoin is still trading like a high beta asset. slate.com) JP Morgan Chase JP Morgan Chase ($JPM) bought Frank, a student loan startup. cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. on.ft.com) Is there actually a way to short a startup? ft.com) Economy This indicator doesn't show a recession yet. econbrowser.com) However manufacturing and construction now look like negatives for the economy. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? on.ft.com) Startups VCs are having no problem raising new funds. hunterwalk.com) Global The Canadian economy continues to add jobs. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look. Not all that often.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Brown Advisory

SEPTEMBER 6, 2022

The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. It is not just Asset Heavy Industries with Capital Cycles The capital cycle is not restricted to asset intensive industries.

Investing 52

Investing Investments Insurance Ethics 52

Aleph

JANUARY 14, 2023

There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.” There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone.

Math 59

Math Assets Government Engineering 59