Abnormal Returns

JULY 3, 2024

Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups. blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups.

Startup 271

Startup Financial Advising Media Economy 271

Abnormal Returns

NOVEMBER 13, 2023

theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. theinformation.com) What rate of return do successful VCs need to get from their investments? wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy.

Education 284

Education Startup Financial Advising Economy 284

Abnormal Returns

APRIL 30, 2025

axios.com) Economy Q1 2025 GDP shrank 0.3%. calculatedriskblog.com) Real consumption and investment were positive in Q1. theatlantic.com) During periods of chaos, nimble startups have a leg up. (nytimes.com) American firms sourcing goods in Vietnam are stuck. wsj.com) A majority of Americans say they Vietnam War was a mistake.

Startup 157

Startup Financial Advisor Media Government 157

Abnormal Returns

SEPTEMBER 5, 2024

theconversation.com) AI How AI will change startup investing. noemamag.com) Society NAFTA was a hinge on which the American economy pivoted. (on.ft.com) Walt Hickey talks with Nate Silver author of "On the Edge: The Art of Risking Everything." unchartedterritories.tomaspueyo.com) Even small conservation plots can help species.

Startup 273

Startup Manufacturing Economy Economics 273

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. blogs.cfainstitute.org) Venture capital Per Carta, startup failure rates are on the rise. marginalrevolution.com) Economy Prices don't decline, but wages can increase. optimisticallie.com) 20 pandemic darlings that have yet to rebound.

Financial Advising 293

Financial Advising Startup Manufacturing Media 293

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. ft.com) Are rate cuts going to help boost startup exits? axios.com) Economy What rate cuts mean for the economy. tomtunguz.com) You can't spell private equity without dividend recap.

Financial Advising 271

Financial Advising Startup Economy Manufacturing 271

Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

Startup 260

Startup License Financial Advising Media 260

Abnormal Returns

FEBRUARY 27, 2025

(awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? novelinvestor.com) Startups Stripe was recently valued at $91.5 theatlantic.com) Economy Weekly initial unemployment claims jumped last week. ft.com) Berkshire Hathaway Geico was the star of Berkshire Hathaway's ($BRK.A) 2024 results.

Startup 144

Startup Media Economy Portfolio 144

Abnormal Returns

OCTOBER 2, 2024

(riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. nytimes.com) Do Canadian startups have an ambition problem?

Financial Advising 274

Financial Advising Startup Manufacturing Media 274

Abnormal Returns

JUNE 11, 2025

traderfeed.blogspot.com) On the importance of avoiding stupid investing mistakes. spyglass.org) Startups that are building AI specifically to take your job. morningstar.com) Language matters when it comes to investing. klementoninvesting.substack.com) Tariffs inject uncertainty into the economy. Should you care?

Startup 130

Startup Media Economy Investing 130

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 273

Valuation Financial Advising Startup Media 273

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume.

Financial Advising 273

Financial Advising Startup Economy Media 273

Abnormal Returns

APRIL 19, 2024

advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. theinformation.com) Startups Good luck coming up with the NAV for the Destiny Tech100 ($DXYZ). morningstar.com) VC are shunning cannabis startups. unherd.com) Tesla ($TSLA) needs a full-time CEO.

Startup 273

Startup Financial Advising Media Economy 273

The Big Picture

JULY 29, 2022

is in a recession : Even if gross domestic product figures show a shrinking economy, a recession won’t officially have begun unless the National Bureau of Economic Research says so. Chief Investment Officer ). Chief Investment Officer ). My end-of-week morning train WFH reads: • The 8 economists who decide if the U.S.

Startup 296

Startup Economy Economics Planning 296

Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. ft.com) With investment firms, Harvard Management Company is distinguishing itself from Harvard itself. wsj.com) Economy Industrial production is plodding along. (theathletic.com) How Netflix ($NFLX) gets you to click play on a show.

Startup 261

Startup Financial Advising Insurance Media 261

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth.

Financial Advising 260

Financial Advising Food Startup Wealth Management 260

The Big Picture

FEBRUARY 28, 2025

Morgan , Previously she was co-head of the banks Innovation Economy Group. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. This week, I speak with with Melissa Smith , co-Head of Commercial Banking at of J.P. She has been with JPMorgan for over 20 years.

Banking 170

Banking Startup Economy Investing 170

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

DECEMBER 5, 2022

awealthofcommonsense.com) A Q&A with Bob Pisani author of “Shut Up & Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.” bam.kalzumeus.com) Venture capital The hurdles that startups need to get over to raise additional capital are now higher. newyorker.com) Is LinkedIn the new Twitter?

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

JUNE 27, 2024

(carsongroup.com) Strategy Investing is planning. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. mrzepczynski.blogspot.com) Why you shouldn't care what other investors or the markets are doing.

Financial Advising 272

Financial Advising Startup Valuation Manufacturing 272

Abnormal Returns

SEPTEMBER 2, 2022

awealthofcommonsense.com) Investing lessons learned from Julian Robertson. nytimes.com) Startups The co-founder relationship is like a marriage. protocol.com) A changing climate underlies growing interest in weather startups. ft.com) Economy The August NFP report was 'solid.'

Startup 246

Startup Financial Advising Media Economy 246

Abnormal Returns

NOVEMBER 22, 2023

bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." ft.com) Do you really want your target-date fund investing direct real estate? econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 261

Financial Advising Startup Media Economy 261

Abnormal Returns

SEPTEMBER 13, 2024

theatlantic.com) Economy Jack Forehand and Matt Zeigler talk with Ed Yardeni about the potential for a 'Roaring 20's.' fasterplease.substack.com) Joe Weisenthal and Tracy Alloway talk with Adam Tooze about the state of the Chinese economy. theringer.com) Startups Jim O'Shaughnessy talks with Mike Maples, Jr.,

Startup 274

Startup Economy Investing Investments 274

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. nytimes.com) The UK has 'deconverged' from the rest of the global economy. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Clever Girl Finance

APRIL 22, 2025

But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. This is because consumers become concerned about the economy or have lost their jobs and means of income.

Economy 69

Economy Food Healthcare Economics 69

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession.

Startup 246

Startup Financial Advising Economy Media 246

Abnormal Returns

MARCH 20, 2025

morningstar.com) Books Barry Ritholtzs "How Not to Invest" is a 'very informative book about investing that is most importantly a lot of fun.' institutionalinvestor.com) The fintech startups that could go public. bloomberg.com) Economy Weekly initial claims remain quiescent.

Startup 130

Startup Media Retail Economy 130

Abnormal Returns

JANUARY 31, 2023

covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.' mailchi.mp) Startups The startup space is going through a collective cleanse. freightwaves.com) Economy Per Case-Shiller, national home prices fell in November 2022.

Startup 246

Startup Financial Advising Media Retirement 246

Abnormal Returns

DECEMBER 19, 2023

ft.com) UBS wants to rebuild its investment banking in the U.S. wsj.com) EVs A slew of EV startups are running out of cash. defector.com) Economy Single-family housing starts jumped in November. stayathomemacro.substack.com) Earlier on Abnormal Returns Research links: persistent investment factors.

Financial Advising 283

Financial Advising Startup Media Economy 283

Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? on.ft.com) Want a stake in a hot AI startup? semafor.com) Economy A look at broadening real wage growth. Markets Commodities are having a standout 2024. economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. Not any more.

Financial Advising 259

Financial Advising Startup Media Economy 259

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. newcomer.co) Startups often fail to prioritize the communication function. rogersplanning.blogspot.com) Economy Weekly initial unemployment claims have stopped going down. wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 246

Financial Advising Startup Communication Economy 246

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't. riabiz.com) Economy Core CPI ex-shelter was up 2.2% (apolloacademy.com) Markets work: the case of lithium. in December.

Financial Advising 272

Financial Advising Startup Retail Media 272

Abnormal Returns

MAY 5, 2023

awealthofcommonsense.com) Which of these three investment personalities (loner, follower, or zombie) do you possess? nytimes.com) Banking How the banking crisis is affecting fintech startups. axios.com) Economy The April NFP report showed continued labor market strength. Strategy The stock market is almost always in a drawdown.

Financial Advising 240

Financial Advising Startup Media Banking 240

Abnormal Returns

DECEMBER 29, 2022

msn.com) Venture capital Startup tech shares are plummeting in value on secondary exchanges. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. wsj.com) Economy Continuing unemployment claims continue to trend higher. (crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown.

Financial Advising 270

Financial Advising Startup Food Media 270

Abnormal Returns

NOVEMBER 21, 2022

thewaiterspad.com) Why you should spend as little time on investing as possible. ft.com) The VC money in crypto startups isn't looking great right now. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. abnormalreturns.com) Don't borrow money to invest.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

OCTOBER 1, 2022

(garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today. joincolossus.com) Economy Andy Slavitt talks inflation and more with Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis.

Startup 246

Startup Economy Banking Management 246