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. abnormalreturns.com) Adviser links: holistic financial guidance.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) Why working for a startup probably isn't for you.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

DECEMBER 18, 2023

wsj.com) Why we should give Ukraine frozen Russian assets now. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. moneywithkatie.com) Some lessons learned from winding up a startup. ovsecondopinion.substack.com)

Financial Advising 272

Financial Advising Startup Media Government 272

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. abnormalreturns.com) Adviser links: spreadsheet knowledge. Strategy What does ChatGPT know about investing?

Startup 246

Startup Financial Advising Economy Media 246

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 243

Asset Allocation Financial Advising Startup Valuation 243

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thewaiterspad.com) Why you should spend as little time on investing as possible.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

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 239

Economics Startup Financial Advising Media 239

Abnormal Returns

JUNE 20, 2024

nytimes.com) Startups are upping their due diligence to avoid Chinese espionage. abnormalreturns.com) Personal finance links: financial mistakes. abnormalreturns.com) Research links: asset class access. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 260

Financial Advising Startup Economy Media 260

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. abnormalreturns.com) Adviser links: forced distributions. abnormalreturns.com) Top clicks last week on the site.

Startup 242

Startup Valuation Financial Advising Distribution 242

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 258

Asset Allocation Financial Advising Startup Economy 258

Abnormal Returns

JANUARY 25, 2023

ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? billboard.com) Startup Clouty wants to make futures available on streaming music. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Startup Media Retirement 246

Abnormal Returns

JUNE 21, 2023

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? axios.com) Unlike big tech, startups can offer remote work as a perk. pitchbook.com) The founders of Two Sigma Investments are at loggerheads.

Financial Advising 245

Financial Advising Startup Portfolio Media 245

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

MARCH 20, 2024

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 249

Financial Advising Startup Valuation Economy 249

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site.

Financial Advising 209

Financial Advising Startup Banking Media 209

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. sherwood.news) Why a specialized unit of the Israeli army creates so many cybersecurity startups. abnormalreturns.com) Adviser links: an existential issue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 144

Financial Advising Startup Budgeting Manufacturing 144

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

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. axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders. abnormalreturns.com) Adviser links: the paradox of Social Security. abnormalreturns.com) Why rough edges remain in financial markets: people.

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? bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: valuing your time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Risk Management Economy 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.

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. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not all that often.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. The percentage charged usually depends on the value of the assets the advisor is managing.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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

Abnormal Returns

SEPTEMBER 12, 2024

(finance.yahoo.com) China has effectively throttled its startup sector. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Economy Hiring has slowed.

Financial Advising 272

Financial Advising Startup Manufacturing Media 272

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising 246

Financial Advising Banking Startup Economy 246

Abnormal Returns

JULY 30, 2024

morningstar.com) Energy How Carlyle Group ($CG) manages a diverse portfolio of energy assets. abnormalreturns.com) Adviser links: loving encouragement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? papers.ssrn.com) Why startup founders are prone to feel shame.

Financial Advising 144

Financial Advising Startup Valuation Media 144

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP License 52

Abnormal Returns

AUGUST 3, 2024

marginalrevolution.com) How this startup is using AI to look for minerals like lithium and copper. wapo.st) When PE buys a hospital, asset sales commence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Cities Cities need more shade, especially trees.

Nonprofit 270

Nonprofit Financial Advising Transportation Startup 270

Abnormal Returns

JULY 29, 2023

nytimes.com) Energy Startup Fervo Energy has demonstrated a viable geothermal energy system. wsj.com) As fossil fuel assets are stranded they also need to be cleaned up. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) There is a shortage of truck parking spots.

Financial Advising 246

Financial Advising Transportation Startup Food 246

Aleph

JANUARY 14, 2023

There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 10, 2023 CFP?

Math 59

Math Assets Banking Government 59