Remove Economics Remove Financial Advising Remove Investing Remove Valuation
article thumbnail

Wednesday links: living through downturns

Abnormal Returns

(entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' novelinvestor.com) Bitcoin Why the spot Bitcoin ETF doesn't really matter.

article thumbnail

Monday links: old finance articles

Abnormal Returns

(allstarcharts.com) And valuations are still attractive. awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." abnormalreturns.com) Why rough edges remain in financial markets: people.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Sunday links: the appeal of simple stories

Abnormal Returns

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

article thumbnail

Wednesday links: the power of incentives

Abnormal Returns

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits.

article thumbnail

Wednesday links: a gambling instinct

Abnormal Returns

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

article thumbnail

Wednesday links: something completely different

Abnormal Returns

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). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

article thumbnail

Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.