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Tuesday links: a too short time horizon

Abnormal Returns

morningstar.com) Has Nvidia ($NVDA) earned it valuation? abnormalreturns.com) Adviser links: assuming future returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Are the Magnificent Seven all that overvalued? ofdollarsanddata.com) Wall Street is all-in on Bitcoin.

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Wednesday links: a good process

Abnormal Returns

on.ft.com) There is still a lot of uncertainty around office building valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks.

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Wednesday links: a new revenue model

Abnormal Returns

on.ft.com) Private credit valuations are all over the board. bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 257
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Sunday links: when irrationality takes over

Abnormal Returns

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.

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Monday links: getting stuff done

Abnormal Returns

Strategy Valuations matter, but using them in your investment process is a challenge. nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? hbr.org) A look at the tail winds behind the aggregates business.

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Wednesday links: confounded economists

Abnormal Returns

ft.com) Citigroup ($C) trades at a big valuation discount to its competitors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (awealthofcommonsense.com) Michael reviews his ten predictions from 2023 including Bitcoin prices.

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Sunday links: a satellite asset

Abnormal Returns

wsj.com) Companies Just how important AI is for valuations today. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) A look at Gary Sernovitz's new novel "Counting House." msn.com) An excerpt from "Private Equity: A Memoir" by Carrie Sun.

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