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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go.

Investing 267
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Investing Platform Seeds Raises $10M in Series A Funding

Wealth Management

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

Investing 186
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MiB: Steve Case on AOL, Startups & Venture

The Big Picture

This week, we speak with Steve Case , co-founder of America On-Line (AOL), founder of investment firm Revolution , Chair of the Smithsonian, and author of The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream. How to Invest: Masters on the Craft by David M. Steve Case’s current reading.

Startup 317
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10 Investment Must Reads for This Week (Nov. 26, 2024)

Wealth Management

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

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Thursday links: the worst investment strategy

Abnormal Returns

awealthofcommonsense.com) Cash was never meant to be a long-term investment. ft.com) Startups How Indian startup Byju burned through $6 billion in capital. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? ritholtz.com) Why optimism makes sense over the long run.

Investing 288
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

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Research links: informed trading

Abnormal Returns

Quant stuff A round-up of recent white papers including 'AI Beneficiaries: Investing in Second-Order Effects.' alphaarchitect.com) Why startups are increasingly choosing to buy back shares from employees. papers.ssrn.com) Is passive investing fueling the rise of mega-firms? Yes, but there is a catch. morningstar.com)

Startup 162