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Sunday links: a satellite asset

Abnormal Returns

wsj.com) Companies Just how important AI is for valuations today. npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) A look at Gary Sernovitz's new novel "Counting House."

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Wednesday links: a good process

Abnormal Returns

(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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) The long and winding road to a Reddit IPO.

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Wednesday links: an awesome product

Abnormal Returns

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

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Tuesday links: the case for diversification

Abnormal Returns

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.

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Tuesday links: detrimental behavior

Abnormal Returns

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. The underlying companies are similar." (abnormalreturns.com) Adviser links: forced distributions.

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Thursday links: harder questions

Abnormal Returns

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

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Thursday links: the cause of bubbles

Abnormal Returns

howardlindzon.com) Private assets Why private equity needs much better valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned." theatlantic.com) Finding a good retail CEO is tough these days.