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." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. on.ft.com) Private credit valuations are all over the board.

Valuation 243

Valuation Financial Advising Startup Media 243

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. 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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 214

Investing Investments Startup Financial Advising 214

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) What do sell-side analysts actually do?

Financial Advising 195

Financial Advising Startup Valuation Economy 195

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. 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. avc.com) SpaceX is raising new capital at a $137 billion valuation.

Startup 186

Startup Valuation Financial Advising Distribution 186

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. 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?

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Can They Take Over $GBTC?

Math 59

Math Assets Government Engineering 59