Abnormal Returns

FEBRUARY 28, 2024

bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. wsj.com) Economy What is the freight industry tell us about the economy? bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy.

Valuation 250

Valuation Financial Advising Startup Media 250

Abnormal Returns

APRIL 18, 2024

fastcompany.com) Startups Great companies create markets, not the other way around. economist.com) Economy Weekly initial unemployment claims have essentially been in a range for the past two years. (wsj.com) Meta ($META) is rolling out its AI assistant platform everywhere. economist.com) Ibotta ($IBTA) is now public.

Asset Allocation 178

Asset Allocation Financial Advising Startup Assets 178

Abnormal Returns

JANUARY 25, 2024

savantwealth.com) Startups In a tough environment, startups are clamming up. news.crunchbase.com) Economy Q4 2023 real GDP rose 3.3%. (fortunesandfrictions.com) What investors can learn from the career of Nick Saban. bloomberg.com) How the market for seed rounds has changed over the past two years.

Startup 147

Startup Financial Advising Media Economy 147

Darrow Wealth Management

FEBRUARY 20, 2023

Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.

Startup 98

Startup Taxes Wealth Management Tax Planning 98

Abnormal Returns

AUGUST 11, 2023

nytimes.com) Venture capital VC-backed startups are quietly shutting their doors as funding dries up. wsj.com) Some startups that timed exits perfectly, including Honey. vulture.com) Economy Gasoline prices will stop putting downward pressure on inflation. theringer.com) Streaming bundles are the future.

Startup 218

Startup Financial Advising Economy Media 218

Abnormal Returns

JANUARY 22, 2024

(genuineimpact.substack.com) Big Tech is recycling profits into venture capital-backed startups. seths.blog) Economy Even before the pandemic people were staying in more. com) Apple The Apple ($AAPL) Vision Pro is launching without a lot of popular apps. stratechery.com) The Apple ($AAPL) Mac changed the world.

Financial Advising 234

Financial Advising Startup Media Economy 234

Abnormal Returns

NOVEMBER 2, 2023

pionline.com) Advertising If the economy were bad, companies would be cutting back on advertising. bloomberg.com) Economy How to judge what a 'soft landing' looks like. axios.com) Creators don't need 'creator startups.' (carsongroup.com) Fund management Why it's hard for investors to quit Blackrock ($BLK). youngmoney.co)

Advertising 232

Advertising Financial Advising Startup Commission 232

Abnormal Returns

SEPTEMBER 10, 2023

fastcompany.com) Venture capital Why VC-backed startups focused on the 'creator economy' have disappointed. wsj.com) Have we overestimated the jobs impact of startups? thebasispoint.com) Economy Q3 GDP forecasts differ widely. (bloomberg.com) The science behind the iPhone screen glass. Not easily.

Startup 242

Startup Financial Advising Economy Taxes 242

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." economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. wsj.com) Why haven't house prices tanked?

Financial Advising 238

Financial Advising Startup Media Economy 238

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 248

Financial Advising Startup Economy Media 248

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. Those stakes are set to change hands.

Investing 220

Investing Investments Startup Financial Advising 220

Abnormal Returns

FEBRUARY 13, 2024

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% (marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. ft.com) Companies How long will the 'Berkshire Hathaway ($BRK.A) Way' prevail?

Financial Advising 237

Financial Advising Startup Retail Media 237

Abnormal Returns

MARCH 20, 2024

variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 188

Financial Advising Startup Valuation Economy 188

Abnormal Returns

SEPTEMBER 22, 2023

(theinformation.com) Best practices for winding down a startup. ft.com) Economy The Fed doesn't know more than anyone else where the economy is going. hunterwalk.com) Ukraine Ukraine is relying heavily on small, cheap drones against Russia. nytimes.com) Ukraine has mastered the art of building decoy weapons.

Financial Advising 247

Financial Advising Startup Economy Media 247

Abnormal Returns

APRIL 7, 2023

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. (axios.com) VC VC funding fell sharply in Q1 2023.

Startup 218

Startup Financial Advising Economy Media 218

Abnormal Returns

FEBRUARY 16, 2024

youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. podcasts.apple.com) Ted Seides talks with Magnus Grimeland, who is the CEO and founder of Antler, about building a a global startup platform. The biz Podcasting now makes up some 50% of Slate's revenues.

Startup 236

Startup Economy Economics Banking 236

Abnormal Returns

JULY 21, 2023

bloomberg.com) Startups Tomasz Tunguz, "This is the part of the startup cycle that’s the grit-your-teeth grind." tomtunguz.com) Once hot startup Cameo is struggling. statnews.com) Economy How much longer can the jobs market continue on this track? (axios.com) ETFs The Nasdaq 100 is not the best constructed index.

Startup 203

Startup Financial Advising Media Food 203

Abnormal Returns

AUGUST 18, 2023

monevator.com) Startups Instacart could go public as early as next month. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. Strategy Even if you have the news, doesn't mean you can predict the market's reaction.

Investing 205

Investing Investments Financial Advising Startup 205

Abnormal Returns

FEBRUARY 12, 2024

ovsecondopinion.substack.com) Life sciences startups need space and support to thrive. wsj.com) Economy There is a reason why soft landings are rare. (engadget.com) Health Will private equity dive deeper into digital health? institutionalinvestor.com) Real estate Distressed real estate investors (and lenders) are gearing up.

Financial Advising 162

Financial Advising Startup Media Economy 162

Abnormal Returns

DECEMBER 3, 2023

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. newyorker.com) Venture capital More VC funds are running out time while still holding investments.

Asset Allocation 216

Asset Allocation Financial Advising Startup Economy 216

Abnormal Returns

DECEMBER 5, 2022

(bam.kalzumeus.com) Venture capital The hurdles that startups need to get over to raise additional capital are now higher. morningstar.com) Economy The labor economy drives spending, not savings. morningstar.com) Economy The labor economy drives spending, not savings. newyorker.com) Is LinkedIn the new Twitter?

Startup 202

Startup Marketing Marketing Financial Advising 202

Abnormal Returns

AUGUST 5, 2022

wsj.com) Startups Y Combinator is shrinking it new class of startups. techcrunch.com) Startups are turning to the debt markets while the IPO window is shut. wsj.com) Economy Sam Ro, "The U.S. Markets Crude oil prices are down to February levels. axios.com) Why the crypto market is smaller than reported.

Assets 199

Assets Startup Financial Advising Media 199

Abnormal Returns

JANUARY 31, 2023

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. Don't let the crypto angle fool you. msn.com) Europe European companies have jumped on the stock buyback train. ft.com) The case for the value factor in Europe.

Startup 215

Startup Financial Advising Media Retirement 215

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. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY). theguardian.com)

Financial Advising 202

Financial Advising Startup Valuation Economy 202

Abnormal Returns

DECEMBER 18, 2023

bbc.com) How young Chinese are dealing with a lethargic economy. moneywithkatie.com) Some lessons learned from winding up a startup. (bloomberg.com) The fall in interest rates provides companies with refinancing options. axios.com) Global Russian propaganda has found a welcome home on TikTok. ovsecondopinion.substack.com)

Financial Advising 235

Financial Advising Startup Media Government 235

Abnormal Returns

MARCH 27, 2023

thebasispoint.com) Startups How the demise of SVB is exacerbating the startup funding slowdown. marginalrevolution.com) Economy The pandemic completely transformed the market for lower wage workers. washingtonpost.com) This book argues that the consulting industry is a drag on the modern economy.

Economics 130

Economics Startup Financial Advising Economy 130

Abnormal Returns

FEBRUARY 27, 2023

capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. theinformation.com) What makes for a great startup name. wired.com) Economy Another indicator showing a deceleration in the economy. (axios.com) Job number one for CEOs is capital allocation.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

MARCH 14, 2023

(axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. engadget.com) Economy February CPI showed 6.0% news.crunchbase.com) Y Combinator is getting out of the business of late state investing. nytimes.com) What's new in GPT-4.

Startup 203

Startup Financial Guidance Financial Advising Media 203

Abnormal Returns

DECEMBER 7, 2023

nytimes.com) Is Austin, TX losing its luster as a startup hub? axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business. yahoo.com) Why SpaceX continues to win new launch business.

Digital Media 222

Digital Media Electronics Financial Advising Startup 222

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. There’s a startup for that : There’s one startup that is thriving in the market turmoil. Washington Post ). • New York Times ).

Startup 289

Startup Economy Economics Planning 289

Abnormal Returns

SEPTEMBER 2, 2022

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.' (ft.com) Now is the time to buy a used Peloton ($PTON) bike. news.crunchbase.com) Not every CEO seeks the limelight like Elon.

Startup 211

Startup Financial Advising Media Economy 211

Abnormal Returns

FEBRUARY 9, 2023

newcomer.co) Startups often fail to prioritize the communication function. rogersplanning.blogspot.com) Economy Weekly initial unemployment claims have stopped going down. rogersplanning.blogspot.com) Economy Weekly initial unemployment claims have stopped going down. hbr.org) Return stacking ETFs are now live.

Financial Advising 223

Financial Advising Startup Communication Economy 223

Abnormal Returns

JANUARY 3, 2023

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. nytimes.com) Economy Where various measures of the jobs market stand. etf.com) Global U.S.

Startup 193

Startup Valuation Financial Advising Distribution 193

Abnormal Returns

JANUARY 26, 2023

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. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession. (cnbc.com) What it means when a company won't allow customers to call them.

Startup 208

Startup Financial Advising Investment Advisor Insurance 208

Abnormal Returns

JUNE 9, 2023

institutionalinvestor.com) Startups Can the space industry actually 'hyperscale'? ft.com) When your startup attracts copycats, you are winning. fortune.com) Finance The gig economy has come for hedge funds. msn.com) Earlier on Abnormal Returns Podcast links: the new economy.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India. theconversation.com) Economy The quit rate continues to slow.

Economics 184

Economics Startup Financial Advising Media 184

Abnormal Returns

APRIL 24, 2023

forbes.com) Economy The American consumer is getting more cautious. fastcompany.com) Startups, like Community, want to slide into your messages. (advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. ft.com) Don't discount Apple's ($AAPL) push into financial services. nytimes.com)

Marketing 240

Marketing Marketing Financial Advising Startup 240