Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 192

Financial Advising Startup Valuation Economy 192

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. 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

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). citywire.com) Goldman Sachs Asset Management has raised more than $14 billion to buy secondary stakes in PE funds. ft.com) Writing online Casey Newton, "There are a shocking number of unfilled niches in paid newsletters."

Financial Advising 252

Financial Advising Valuation Media Economy 252

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Jan 08, 2023 Culture US birth rates are at record lows – even though the number of kids most Americans say they want has held steady [link] There is no mystery here. In the End, the Answer Was in the Textbook. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59