Abnormal Returns

FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. (axios.com) A look at Gary Sernovitz's new novel "Counting House."

Assets 240

Assets Financial Advising Valuation Media 240

Abnormal Returns

MARCH 13, 2024

(on.ft.com) There is still a lot of uncertainty around office building valuations. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." axios.com) The long and winding road to a Reddit IPO.

Financial Advising 277

Financial Advising Valuation Retail Media 277

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 184

Financial Advising Startup Valuation Economy 184

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. abnormalreturns.com) Adviser links: a decent place.

Asset Allocation 198

Asset Allocation Financial Advising Startup Valuation 198

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy. Then check out our weekly e-mail newsletter.

Startup 194

Startup Valuation Financial Advising Distribution 194

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. npr.org) Economy Jobless claims are not breaking out, yet. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144