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. wsj.com) Marriage is a good deal, financially, in the U.S. bloomberg.com) Economy Consumer balance sheets are in good shape.

Financial Advising 241

Financial Advising Commission Valuation Consulting 241

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. nytimes.com) Economy How political affiliation has polluted economic sentiment.

Financial Advising 235

Financial Advising Startup Economics Valuation 235

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." wsj.com) Economy There is a record number of housing units currently under construction. abnormalreturns.com) Adviser links: estate tax intricacies.

Financial Advising 206

Financial Advising Valuation Media Taxes 206

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions.

Startup 130

Startup Financial Advising Valuation Economy 130

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. There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52