Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. vox.com) Economy The U.S. economy grew at a 4.9% abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Valuation Portfolio Economy 245

Abnormal Returns

FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) A look at Gary Sernovitz's new novel "Counting House."

Assets 239

Assets Financial Advising Valuation Media 239

Abnormal Returns

MARCH 20, 2024

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

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

DECEMBER 20, 2023

(finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. visualcapitalist.com) Economy The Fed is moderately tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 204

Financial Advising Valuation Media Economy 204

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Valuation Economy Economics 246

Abnormal Returns

DECEMBER 7, 2023

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (axios.com) Earlier on Abnormal Returns Longform links: acting extroverted. Then check out our weekly e-mail newsletter.

Digital Media 216

Digital Media Electronics Financial Advising Startup 216

Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 196

Financial Advising Startup Valuation Economy 196

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 214

Financial Advising Valuation Retail Media 214

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 214

Investing Investments Startup Financial Advising 214

Abnormal Returns

SEPTEMBER 14, 2023

wsj.com) Databricks just raised fresh capital at a $43 billion valuation. disciplinefunds.com) Economy It's still hard to see a recession on the horizon. bonddad.blogspot.com) The resumption of student loan repayments will hit the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 248

Financial Advising Advertising Economy Valuation 248

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 177

Financial Advising Economy Valuation Consulting 177

Abnormal Returns

MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. collabfund.com) The 100 most reputable companies in America.

Financial Advising 202

Financial Advising Valuation Retail Economy 202

Abnormal Returns

OCTOBER 24, 2022

(theinformation.com) Snowflake ($SNOW) is growing into its valuation. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: what bear markets demand. thediff.co) Global How the U.S. is trying to throttle China chip production.

Marketing 220

Marketing Marketing Financial Advising Valuation 220

Abnormal Returns

JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? reasonstobecheerful.world) Economy The Fed's favorite inflation indicator, the PCE, moderated in June. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 180

Financial Advising Startup Valuation Media 180

Abnormal Returns

JANUARY 3, 2023

wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand.

Startup 187

Startup Valuation Financial Advising Distribution 187

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. 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

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. abnormalreturns.com) Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Prices are now rising again.

Asset Allocation 191

Asset Allocation Financial Advising Startup Valuation 191

Abnormal Returns

JANUARY 30, 2023

(nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. klementoninvesting.substack.com) Economy Signs that the U.S. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: managing behavior. morningstar.com) Why sustainable funds can charge a premium.

Financial Advising 213

Financial Advising Media Valuation Economy 213

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Economy The labor economy drives spending, not savings. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why have energy stocks and oil prices diverged? Thanks, Dave!

Startup 196

Startup Marketing Marketing Financial Advising 196

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. nytimes.com) Economy How political affiliation has polluted economic sentiment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 232

Financial Advising Startup Economics Valuation 232

Abnormal Returns

JANUARY 27, 2023

nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? How do they perform over the long run?

Financial Advising 201

Financial Advising Distribution Valuation Media 201

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 221

Financial Advising Media Valuation Retail 221

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. 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

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 187

Financial Advising Valuation Media Economy 187

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 202

Financial Advising Valuation Media Economy 202

Abnormal Returns

FEBRUARY 27, 2023

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. (wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. npr.org) Economy Jobless claims are not breaking out, yet. 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. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 1, 2022

capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. every.to) Q3 saw big drops in startup valuations. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. abnormalreturns.com) Adviser links: the paradox of Social Security.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. nytimes.com) Economy How will the fertility crisis affect GDP growth? 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

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blog.validea.com) Visualizing U.S. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. theatlantic.com) Economy Some signs the economy is weaker than the data says. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets All-time stock market highs is not a bearish signal.

Financial Advising 243

Financial Advising Media Valuation Economy 243

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy A wide range of outcomes is always on the table.

Financial Advising 239

Financial Advising Valuation Media Economy 239

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

Abnormal Returns

OCTOBER 16, 2022

on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. conversableeconomist.com) Economy How much impact is the Fed having on the real economy? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? kyla.substack.com) Why the Fed should take abeat.

Financial Advising 187

Financial Advising Portfolio Valuation Economy 187

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 Electronics 52