Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 189

Financial Advising Economy Valuation Consulting 189

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. should let China continue to shoot itself in the (economic) foot. nytimes.com) Why the U.S.

Financial Advising 240

Financial Advising Startup Economics Valuation 240

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 217

Financial Advising Valuation Retail Media 217

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. Small caps Small caps are outperforming of late.

Financial Advising 232

Financial Advising Media Valuation Retail 232

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 206

Financial Advising Valuation Media Economy 206

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. npr.org) Economy Jobless claims are not breaking out, yet. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Funds Tax efficiency is the secret sauce of ETFs.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. nytimes.com) Economy How will the fertility crisis affect GDP growth? axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Abnormal Returns

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Mortgage rates are at levels not seen since 2001.

Financial Advising 232

Financial Advising Valuation Manufacturing Media 232

Abnormal Returns

OCTOBER 16, 2022

(ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. conversableeconomist.com) Economy How much impact is the Fed having on the real economy? kyla.substack.com) Why the Fed should take abeat.

Financial Advising 201

Financial Advising Portfolio Valuation Economy 201

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. There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

AUGUST 13, 2023

Markets Should investors actually care about stock market valuations? bloomberg.com) Economy Why do people think the economy is bad? papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 199

Financial Advising Valuation Economy Media 199