Abnormal Returns

JANUARY 10, 2024

(entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.'

Financial Advising 173

Financial Advising Valuation Banking Media 173

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. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 221

Financial Advising Media Valuation Retail 221

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Crypto Bitcoin had a good week.

Financial Advising 203

Financial Advising Valuation Retail Media 203

Abnormal Returns

AUGUST 9, 2023

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. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs.

Financial Advising 177

Financial Advising Economy Valuation Consulting 177

Abnormal Returns

DECEMBER 28, 2022

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? (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 192

Financial Advising Valuation Media Economy 192

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ofdollarsanddata.com) Why compounding is still unheralded. 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 147

Financial Advising Engineering Valuation Retail 147

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). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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. axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Abnormal Returns

NOVEMBER 5, 2022

axios.com) On the economics of building a new gasoline station. axios.com) Sports The Golden State Warriors are not only a success on the court but financially as well. huddleup.substack.com) The average NHL franchise has topped the $1 billion valuation mark. (wsj.com) Why cars are getting weirder.

Financial Advising 130

Financial Advising Media Economics 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 219

Financial Advising Valuation Manufacturing Media 219

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 Electronics 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. stayathomemacro.substack.com) The economic schedule for the coming week. nytimes.com) Boosters Americans are uninterested in the new bivalent boosters.

Financial Advising 187

Financial Advising Portfolio Valuation Economy 187

Abnormal Returns

AUGUST 13, 2023

Markets Should investors actually care about stock market valuations? 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? awealthofcommonsense.com) How have Berkshire Hathaway ($BRK.B) B shares performed since issuance?

Financial Advising 186

Financial Advising Valuation Economy Media 186