Remove Economy Remove Financial Advising Remove Manufacturing Remove Valuation
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Thursday links: analysts and accountants

Abnormal Returns

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. No matter their manufacturer, nearly all future EVs in America will rely on Tesla." klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% seeitmarket.com) There's no return without risk.

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Wednesday links: an awesome product

Abnormal Returns

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing.

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Tuesday links: detrimental behavior

Abnormal Returns

investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. avc.com) SpaceX is raising new capital at a $137 billion valuation. (axios.com) U.S. in 2022 vs. 2021.

Startup 180
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Thursday links: the laws of physics

Abnormal Returns

finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

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.