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. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 224

Financial Advising Food Startup Wealth Management 224

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

Startup 245

Startup Financial Advising Insurance Media 245

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 221

Startup License Financial Advising Media 221

Abnormal Returns

FEBRUARY 26, 2024

mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' safalniveshak.com) Venture capital India's most valuable startup, Byjus, is a hot mess. pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement.

Financial Advising 222

Financial Advising Startup Numbers Media 222

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 244

Valuation Financial Advising Startup Media 244

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. abnormalreturns.com) Adviser links: diverse talent. (apolloacademy.com) Markets work: the case of lithium.

Financial Advising 231

Financial Advising Startup Retail Media 231

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? AI Sam Altman is back at OpenAI, but everything has changed.

Financial Advising 232

Financial Advising Startup Media Economy 232

Abnormal Returns

OCTOBER 3, 2023

axios.com) Why bonds are once again a viable investment option. nytimes.com) Retail fixed income Apex Fintech Solutions is making fractional investments in corporate bonds and Treasuries available to individual investors. ft.com) When is a startup no longer a startup? morningstar.com) Why interest rates have been rising.

Startup 182

Startup Financial Advising Media Retail 182

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume.

Financial Advising 242

Financial Advising Startup Economy Media 242

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 197

Startup Financial Guidance Financial Advising Media 197

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. 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 229

Financial Advising Startup Media Government 229

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. Then check out our weekly e-mail newsletter.

Startup 202

Startup Financial Advising Investment Advisor Insurance 202

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Reid Hoffman is an unabashed AI supporter.

Financial Advising 226

Financial Advising Startup Media Government 226

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

Startup 209

Startup Financial Advising Media Retirement 209

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

Startup 205

Startup Financial Advising Media Economy 205

Abnormal Returns

JUNE 21, 2023

Strategy Avoiding big errors plays a big role in investment success. pitchbook.com) The founders of Two Sigma Investments are at loggerheads. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Unlike big tech, startups can offer remote work as a perk.

Financial Advising 204

Financial Advising Startup Portfolio Media 204

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) How YouTube could help Google ($GOOGL) with its AI push.

Financial Advising 196

Financial Advising Startup Valuation Economy 196

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. abnormalreturns.com) Adviser links: spreadsheet knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 212

Startup Financial Advising Economy Media 212

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 210

Asset Allocation Financial Advising Startup Economy 210

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. wsj.com) Apple ($AAPL) is playing the long game in financial services. wsj.com) Apple ($AAPL) is playing the long game in financial services.

Financial Advising 187

Financial Advising Startup Taxes Financial Services 187

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. oaktreecapital.com) Startup Tellus is not a bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? realreturns.blog) The 60/40 portfolio never went away. ritholtz.com) Is gold worth the headache?

Financial Advising 186

Financial Advising Startup Banking Media 186

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

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. abnormalreturns.com) Don't borrow money to invest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 184

Financial Advising Startup Manufacturing Media 184

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 218

Financial Advising Startup Communication Economy 218

Abnormal Returns

MARCH 17, 2023

axios.com) How the downfall of SVB could affect climate and biotech startups. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theblock.co) SVB SVB didn't go bust because it was woke.

Financial Advising 208

Financial Advising Startup Banking Manufacturing 208

Abnormal Returns

MAY 1, 2023

(economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) Why working for a startup probably isn't for you. casnocha.com)

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

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

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. abnormalreturns.com) Adviser links: forced distributions. axios.com) U.S. The underlying companies are similar."

Startup 187

Startup Valuation Financial Advising Distribution 187

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. ft.com) Credit cards are a legacy system.

Startup 196

Startup Marketing Marketing Financial Advising 196

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 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. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 181

Financial Advising Media Startup Banking 181

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. abnormalreturns.com) Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 191

Asset Allocation Financial Advising Startup Valuation 191

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? barrons.com) 2022 was a disaster for Big Tech.

Financial Advising 220

Financial Advising Startup Food Media 220

Abnormal Returns

APRIL 20, 2023

disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nextbigideaclub.com) Every startup needs an AI strategy. tomtunguz.com)

Financial Advising 208

Financial Advising Startup Media Portfolio 208

Abnormal Returns

SEPTEMBER 25, 2022

theirrelevantinvestor.com) Why you should be happier investing today than a year ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Steve Case on why he is looking for startups away from the coasts. What's the bull case?

Financial Advising 240

Financial Advising Startup Media Economy 240

Abnormal Returns

JANUARY 25, 2023

(abnormalreturns.com) Research links: an investing lifetime. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? billboard.com) Startup Clouty wants to make futures available on streaming music. Then check out our weekly e-mail newsletter.

Financial Advising 208

Financial Advising Startup Media Retirement 208

Abnormal Returns

FEBRUARY 17, 2024

insidehook.com) Autos Higher income countries invest more in road safety. sciencedaily.com) A startup, Arch, wants to streamline the installation of heat pumps. abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Food 215

Food Math Financial Advising Startup 215