Abnormal Returns

JUNE 4, 2024

Markets The best time to prepare for a bear market is before it begins. billion valuation? abnormalreturns.com) Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Companies Does Intel ($INTC) have a route forward?

Financial Advising 293

Financial Advising Economy Valuation Media 293

Abnormal Returns

SEPTEMBER 7, 2023

stock market of late. theirrelevantinvestor.com) Big tech stocks have their own valuation experience. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy It's hard to overstate the impact of the big tech stocks on the U.S. Then check out our weekly e-mail newsletter.

Financial Advising 288

Financial Advising Valuation Economy Insurance 288

Abnormal Returns

JUNE 27, 2024

Markets By this measure, the stock market is at record-high concentration. axios.com) It's been awhile since we had a 2% stock market drop. mrzepczynski.blogspot.com) Why you shouldn't care what other investors or the markets are doing. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation.

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary.

Financial Advising 288

Financial Advising Commission Valuation Media 288

Abnormal Returns

DECEMBER 20, 2023

Markets Six charts that defined markets in 2023. finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. capitalspectator.com) The housing market remains bifurcated. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? buy back shares?

Financial Advising 260

Financial Advising Valuation Media Economy 260

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. politico.com) Why market economics doesn't necessarily work in health care. abnormalreturns.com) The question with emerging market equities is if, not when. hunterwalk.com) Fund management How securities lending works.

Financial Advising 288

Financial Advising Valuation Economy Economics 288

Abnormal Returns

OCTOBER 26, 2023

Markets Why aren't stocks down more? bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

Abnormal Returns

AUGUST 22, 2023

Markets The stock market is laser focused on interest rates. theirrelevantinvestor.com) Do market valuations mean revert over time? thediff.co) Why there's never a shortage of pundits willing to make a big market call. abnormalreturns.com) Adviser links: reducing portfolio volatility.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. bonddad.blogspot.com) Who is going to take up the market share Citigroup ($C) is ceding in the muni space? abnormalreturns.com) Adviser links: the curse of knowledge.

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. ft.com) Startups How unicorns are dealing with the decline in valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation.

Financial Advising 246

Financial Advising Valuation Media Economy 246

Abnormal Returns

JANUARY 30, 2023

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

Financial Advising 246

Financial Advising Media Valuation Economy 246

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) Economy Where various measures of the jobs market stand. Then check out our weekly e-mail newsletter.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MAY 26, 2023

wsj.com) Investors have poured some $600 billion into money market funds YTD. barrons.com) Strategy The stock market is long term proposition. tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." Cash How to choose between T-bills and CDs.

Financial Advising 245

Financial Advising Valuation Economy Retail 245

Abnormal Returns

JULY 19, 2022

Markets A 3% 30-year Treasury bond is no great deal. morningstar.com) Eight reasons why a 1929-style stock market crash is less likely today. dariusforoux.com) Strategy The good thing about bear markets is that they eventually end. awealthofcommonsense.com) Why you should ignore the steady stream of market 'sorcerers.'

Financial Advising 245

Financial Advising Valuation Media Economy 245

Abnormal Returns

JULY 28, 2023

Markets More signs that the U.S. stock market is overbought. tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The Series I savings bond frenzy is over.

Financial Advising 240

Financial Advising Startup Valuation Media 240

Abnormal Returns

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. etf.com) How options income ETFs are marketed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Mortgage rates are at levels not seen since 2001. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Valuation Manufacturing Media 246

Abnormal Returns

JUNE 25, 2023

Markets Wall Street strategists views on the market can differ in the short and long term. tker.co) You can't take historical stock market statistics to the bank. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

APRIL 25, 2024

Markets The energy sector is still less than 4% of the S&P 500. allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? seeitmarket.com) There's no return without risk.

Accounting 264

Accounting Financial Advising Consulting Valuation 264

Abnormal Returns

JANUARY 9, 2023

Markets There's no sign that options trading is slowing down. axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. calculatedriskblog.com) Mortgage buydowns are the hot new thing helping the housing market. wapo.st) Earlier on Abnormal Returns Adviser links: two forms of growth.

Financial Advising 242

Financial Advising Valuation Media Economy 242

Abnormal Returns

JANUARY 27, 2023

(novelinvestor.com) The stock market is constantly providing us 'instant feedback' much to our detriment. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' tomtunguz.com) Instacart continues to slash its valuation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Media 238

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? spyglass.org) This is Apple's ($AAPL) brand promise. Then check out our weekly e-mail newsletter.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

OCTOBER 10, 2024

Markets Sorting cyclical from secular bull and bear markets. downtownjoshbrown.com) Cullen Roche, "So high valuations are evidence of long-term certainty, but can also create huge amounts of near-term uncertainty." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 162

Financial Advising Valuation Economy Media 162

Abnormal Returns

JANUARY 10, 2024

Markets Anything can happen in the stock market over the short run. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

FEBRUARY 16, 2023

Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. howardlindzon.com) Private assets Why private equity needs much better valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) Bitcoin is at its highest level since June 2022.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. riaintel.com) Practice management More advisers are choosing to craft their practices around their values. investmentnews.com) Advisers Why financial advisers should stay proactive in the summer.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? institutionalinvestor.com) Startup valuations trended down in the second half of 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? marketwatch.com) In a calendar year, stocks can rise while earnings fall. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 8, 2022

Markets China's stock market is moving based on Covid rumors. tomtunguz.com) Why early-stage startup valuations are holding up better than later stages. abnormalreturns.com) Adviser links: a winning model. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Financial Advising Valuation Retail 130

Abnormal Returns

FEBRUARY 27, 2023

Markets U.S. equity market outperformance versus international stocks isn't permanent. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions. wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blog.validea.com) Visualizing U.S. interest rates since 2020. evidenceinvestor.com) A lot of investor problems are self-inflicted.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. every.to) Q3 saw big drops in startup valuations. abnormalreturns.com) Adviser links: the paradox of Social Security.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S. lags, badly, in real-time funds transfer.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

JUNE 11, 2023

Markets Investors have returned back to the previous bull market's winners. herbgreenberg.substack.com) The stock market does best going forward when the unemployment rate is above average. wsj.com) How a seed investor approaches valuation discussions. awealthofcommonsense.com) How the housing market is stabilizing.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investments 52

Investments Investing Valuation Clients 52

Abnormal Returns

JULY 10, 2024

Markets 2024 is the year of the megacap. bilello.blog) Why market strategists are ditching S&P 500 price targets. axios.com) Indexing Just how much has indexing affected markets? institutionalinvestor.com) Why indexing will never take over the market. abnormalreturns.com) Adviser links: needless waste.

Financial Advising 275

Financial Advising Valuation Retail Media 275