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 234

Financial Advising Startup Economics Valuation 234

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? auren.substack.com)

Financial Advising 179

Financial Advising Economy Valuation Consulting 179

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 224

Financial Advising Media Valuation Retail 224

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. newsletter.abnormalreturns.com) Mixed media Why your brain tricks you into thinking things are getting worse.

Financial Advising 206

Financial Advising Valuation Retail Media 206

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. The low interest rates that justified higher stock valuations are not so low anymore. A report from the U.S. during the second quarter of 2023.

Economy 52

Economy Valuation Investment Advisor Economics 52

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 195

Financial Advising Valuation Media Economy 195

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? newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. 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? newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. ft.com) Why where investors mark the portfolios can be all over the place.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

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. tedium.co) Good writing is good thinking.

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. newsletter.abnormalreturns.com) Mixed media AI is going to create a cognitive burden on all of us.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Investing Caffeine

NOVEMBER 1, 2021

With the COVID Delta variant subsiding ( see chart below ), economic activity rising ( Q4 GDP is estimated at +4.8% ), and corporate profits going gang busters (33% growth and 84% of corporations are beating Q3 estimates ), it should come as no surprise that stock market values continue to rise. this month (+22.6%

Government 52

Government Valuation Economics Investing 52

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The market rally that began in mid-June paused last week.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. While China’s GDP growth has been impressive, its innovation economy has grown at an even more rapid pace. But California and the U.S. processed $2.2

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. A 2016 study from the World Economic Forum showed that China now produces more STEM graduates each year than any other country—4.7 processed $2.2

Startup 52

Startup Government Manufacturing Clients 52

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. newsletter.abnormalreturns.com) Mixed media Why does Elon Musk get away with it all? Rates Mortgage rates are at levels not seen since 2001. fortune.com)

Financial Advising 223

Financial Advising Valuation Manufacturing Media 223

Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. Current U.S.

Insurance 52

Insurance Portfolio Management Clients Government 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon. So if you’re under 40, some of this may feel unfamiliar.

Marketing 57

Marketing Marketing Retirement Investing 57

Brown Advisory

JUNE 19, 2019

With the daily stream of “7th inning” and “fourth quarter” articles about the current economic cycle, it is hard to avoid warnings in the media about the potential for a downturn and/or recession. Late-Cycle Investing: MBS Offer Attractive Income and Downside Protection. Wed, 06/19/2019 - 09:00. Downside Protection From Fixed Income.

Investing 52

Investing Investments Clients Government 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

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 190

Financial Advising Portfolio Valuation Economy 190

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 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. newsletter.abnormalreturns.com) Mixed media The death of WeWork ($WE) is not the end of co-working. washingtonpost.com)

Financial Advising 189

Financial Advising Valuation Economy Media 189

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And it’s funny, I had my first brush with, you know, media as a professional at that time. NORTON: No.

Portfolio 130

Portfolio Management Assets Investing 130

Bell Investment Advisors

MARCH 15, 2023

03:24 I think that’s something that perhaps wasn’t covered very well in the financial media. economy actually grew three and a half times. If you had such a large expansion in the economy but stock prices didn’t change at all? So much of this was really just a currency movement. And you think how can that be?

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. MIAN: Valuations are ebb and flow.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier. What made you add economics to your, to your graduate degree? What is that?

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied. company.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. company.

Investing 52

Investing Investments Portfolio Management 52

Trade Brains

FEBRUARY 20, 2024

Reading these articles helps us build our personal views on Companies, the economy, and policies of the country. The article was published in ‘The Economic Times’ bringing lots of fame to the agency and its founder. The Magazine’s prime focus is on economic trends and their effect on a particular sector.

Marketing 59

Marketing Marketing Startup Education 59

The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. So a variety of risk meetings, a variety of economic meetings. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time.

Portfolio 130

Portfolio Investing Investments Numbers 130

Trade Brains

MARCH 1, 2024

R K Swamy IPO Review About the R K Swamy Company R K Swamy is one of the leading marketing services providers, offering single-window solutions for creative, media, data analytics, and market research services. High Working Capital Requirements: The company reserves spaces for its clients with media houses and other digital platforms.

Advertising 59

Advertising Communication Media Clients 59

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

JULY 26, 2022

RITHOLTZ: Why not good fund, just performance wise, or was it — because when you launch in ’01, we’re still in the early days of a massive downfall in technology, media, Internet straight across the board. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: Yeah.

Consulting 289

Consulting Management Numbers Investing 289

Talon Wealth

AUGUST 18, 2022

Kristen: When we have questions about what’s happening with all the financial news, our economy, the stock market, inflation interest rates, gosh, you name it. I came up with the name, Mike, not the traditional media, Mike: Frightening financial facts, the FF. And then it drives valuations up on companies cuz their sales go up.

Economy 52

Economy Retirement Numbers Planning 52