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 218

Startup License Financial Advising Media 218

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 243

Startup Financial Advising Insurance Media 243

Abnormal Returns

MARCH 5, 2023

engadget.com) Startups The funding crunch for the last wave of startups is coming. armoxon.substack.com) Economy Given everything, why aren't home prices lower? (tker.co) Amazon Amazon ($AMZN) is pushing pause on further HQ2 development in Arlington, VA. wsj.com) Amazon ($AMZN) is shutting down eight cashierless stores.

Investing 130

Investing Investments Startup Math 130

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 229

Financial Advising Startup Media Economy 229

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 240

Financial Advising Startup Economy Media 240

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 229

Financial Advising Startup Retail Media 229

Abnormal Returns

FEBRUARY 16, 2024

youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. rationalreminder.libsyn.com) Finance Sloane Ortel and Ashby Monk talk with Joachim Klement about the death of small cap investment research and financial 'Cassandras.' The biz Podcasting now makes up some 50% of Slate's revenues.

Startup 228

Startup Economy Economics Banking 228

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 210

Startup Financial Advising Economy Media 210

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 194

Startup Financial Guidance Financial Advising Media 194

Abnormal Returns

DECEMBER 3, 2023

newyorker.com) Venture capital More VC funds are running out time while still holding investments. ft.com) Do startups founded in recessions fare better? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. (wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 208

Asset Allocation Financial Advising Startup Economy 208

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. moneywithkatie.com) Some lessons learned from winding up a startup.

Financial Advising 226

Financial Advising Startup Media Government 226

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 193

Financial Advising Startup Valuation Economy 193

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 193

Startup Marketing Marketing Financial Advising 193

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. bloomberg.com) NEA is becoming a registered investment advisor.

Startup 200

Startup Financial Advising Investment Advisor Insurance 200

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 207

Startup Financial Advising Media Retirement 207

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 185

Startup Valuation Financial Advising Distribution 185

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. institutionalinvestor.com) Startups Can the space industry actually 'hyperscale'? ft.com) When your startup attracts copycats, you are winning.

Startup 130

Startup Financial Advising Investment Planning Economy 130

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 202

Startup Financial Advising Media Economy 202

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 215

Financial Advising Startup Communication Economy 215

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 289

Startup Economy Economics Planning 289

Abnormal Returns

MAY 25, 2023

Investing Vanguard CEO Tim Buckley on what tasks AI is going to take over. institutionalinvestor.com) OpenAI has raised a $175 million fund to invest in AI startups. slate.com) Economy Weekly initial unemployment claims are still now screaming recession. semafor.com) Expect more ETFs to be marketed based on the use of AI.

Financial Advising 223

Financial Advising Startup Media Government 223

Abnormal Returns

AUGUST 31, 2022

rationalwalk.com) Keep you politics far away from your investments. wsj.com) Startups The baby formula shortage left an opening for startups. forbes.com) Economy The Fed is talking a big game at the moment. Strategy Evidence to the contrary, the U.S. stock market is still in a downtrend.

Startup 182

Startup Financial Advising Manufacturing Media 182

Abnormal Returns

JANUARY 12, 2023

(slate.com) JP Morgan Chase JP Morgan Chase ($JPM) bought Frank, a student loan startup. cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. theinformation.com) Why have startups been unable to make a real dent in insurance? The lawsuits are now flying.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

MAY 31, 2023

herbgreenberg.substack.com) How big tech companies are investing in AI startups. bloomberg.com) Economy Are tightening lending standards (and credit) going to tip the U.S. economy into recession? wsj.com) The labor economy is strong but decelerating. AI The AI stock mania phase is here. now owns 24.9%

Financial Advising 130

Financial Advising Startup Media Engineering 130

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. oaktreecapital.com) Startup Tellus is not a bank. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. realreturns.blog) The 60/40 portfolio never went away. ritholtz.com) Is gold worth the headache?

Financial Advising 183

Financial Advising Startup Banking Media 183

Abnormal Returns

AUGUST 16, 2023

tker.co) How to invest if you have a really long time horizon. axios.com) Startups focused on cash management for businesses are hot. crossstack.substack.com) AI AI isn't going to supercharge the American economy any time soon. garymarcus.substack.com) Economy Why haven't higher interest rates tanked the economy?

Financial Advising 130

Financial Advising Startup Economy Media 130

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 215

Startup Economy Banking Management 215

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. washingtonpost.com) Economy American consumer behavior is normalizing.

Financial Advising 185

Financial Advising Startup Taxes Financial Services 185

Abnormal Returns

MARCH 17, 2023

axios.com) How the downfall of SVB could affect climate and biotech startups. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? abnormalreturns.com) Don’t waste your emotional capital investing out of spite. (theblock.co) SVB SVB didn't go bust because it was woke.

Financial Advising 206

Financial Advising Startup Banking Manufacturing 206

Abnormal Returns

MAY 1, 2023

etftrends.com) Economy Is the U.S. abnormalreturns.com) A list of the best investing blogs of 2023. bloomberg.com) Why working for a startup probably isn't for you. (ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.

Financial Advising 194

Financial Advising Startup Banking Manufacturing 194

Abnormal Returns

MAY 17, 2023

citywire.com) Venture capital The startup downturn is now flowing through venture fund returns. fastcompany.com) How do you invest to profit off AI? wsj.com) Economy The Fed is at risk of killing the economy. disciplinefunds.com) For now, housing is not killing the economy. has stalled.

Financial Advising 130

Financial Advising Startup Economy Media 130

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 194

Financial Advising Startup Economy Media 194

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 182

Financial Advising Startup Manufacturing Media 182

Abnormal Returns

JULY 29, 2022

morningstar.com) Ben Carlson, "Investing would be easier if markets followed a set pattern but that’s not how things work. wsj.com) Startups The Miami tech scene got out of the gates fast, now comes the hard work. theinformation.com) There's a startup that helps companies do layoffs. It probably won’t be.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

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 218

Financial Advising Startup Food Media 218

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. morningstar.com) Economy Home prices peaked June 2022. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation?

Asset Allocation 189

Asset Allocation Financial Advising Startup Valuation 189

Abnormal Returns

MAY 4, 2023

ft.com) Venture capital The world of venture investing has changed a lot since Andreessen Horowitz came on the scene. theverge.com) Forge Global has created a price index of late-stage startups. wsj.com) Economy There is no sign of a recession in heavy truck sales. semafor.com) The Series D market is moribund.

Financial Advising 179

Financial Advising Media Startup Banking 179