Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. wsj.com) Marriage is a good deal, financially, in the U.S. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. mrzepczynski.blogspot.com) How search funds work.

Financial Advising 245

Financial Advising Commission Valuation Consulting 245

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 238

Financial Advising Startup Economics Valuation 238

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. axios.com) Funds Tax efficiency is the secret sauce of ETFs. 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?

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

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. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52