Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. axios.com) Investment consultants Nearly all U.S. seeitmarket.com) There's no return without risk.

Accounting 258

Accounting Consulting Financial Advising Valuation 258

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. on.ft.com) There is still a lot of uncertainty around office building valuations. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 279

Financial Advising Valuation Retail Media 279

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. riaintel.com) The case for pre-hiring in anticipation of growth.

Risk Tolerance 192

Risk Tolerance Financial Planner Financial Advising Compliance 192

Abnormal Returns

OCTOBER 31, 2022

(allstarcharts.com) And valuations are still attractive. awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." wsj.com) Poland is planning to build nuclear power plants.

Financial Advising 228

Financial Advising Media Valuation Retail 228

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 184

Financial Advising Economy Valuation Consulting 184

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan.

Financial Advising 246

Financial Advising Media Valuation Economy 246