Abnormal Returns

JANUARY 26, 2024

awealthofcommonsense.com) How to think about the growth in money market fund assets. news.crunchbase.com) Economy The PCE price index, excluding food and energy, increased 2.9%, down from a 5.4% abnormalreturns.com) An example where investing out of spite doesn't work out. semafor.com) Seed rounds are getting larger over time.

Financial Advising 162

Financial Advising Food Economy Media 162

Abnormal Returns

JULY 29, 2023

wsj.com) As fossil fuel assets are stranded they also need to be cleaned up. theguardian.com) Food A new avocado breed is coming to market. huddleup.substack.com) Why league investments in ESPN would be a poisoned chalice. bloomberg.com) What are we to make of Saudi Arabia's investment in soccer?

Financial Advising 220

Financial Advising Startup Transportation Food 220

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Aleph

JANUARY 14, 2023

link] This situation may be hopeless, so learn from the broader principle: be careful before investing in anything where it is extra difficult to vote out management. There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 11, 2023 Barbarians Are at Grayscale’s Gates. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

Abnormal Returns

MARCH 28, 2024

trillion in assets though 2023. theblock.co) Companies Amazon ($AMZN) is investing another $2.75 theatlantic.com) Food delivery Hotel guests want easy access to food delivery. wsj.com) Americans are increasingly turning to convenience stores for their food. Fund management Target date funds held some $3.5

Food 267

Food Financial Advising Media Communication 267

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part.

Management 270

Management Assets Portfolio Investing 270