Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. ft.com) Streaming Streamers overspent on original content.

Financial Advising 187

Financial Advising Startup Valuation Economy 187

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. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 205

Financial Advising Startup Banking Manufacturing 205

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) Social media will change any future financial crisis. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB.

Startup 205

Startup Financial Guidance Financial Advising Media 205

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. ft.com) Do startups founded in recessions fare better? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 217

Asset Allocation Financial Advising Startup Economy 217

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. axios.com) Fund management Global ETF assets under management are at a new record $10.32 abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 212

Financial Advising Startup Portfolio Media 212

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. 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.

Startup 195

Startup Valuation Financial Advising Distribution 195

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? 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. awealthofcommonsense.com) GMO loves deep value stocks.

Financial Advising 205

Financial Advising Startup Economy Media 205