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Wednesday links: institutional forgetting

Abnormal Returns

nytimes.com) Some additional tariff math. axios.com) AI OpenAI is buying Jony Ive's AI startup. wsj.com) Some 46% of streaming subscribers use ad-supported plans. (morningstar.com) Short interest is ticking higher. ft.com) Companies Retailers have only so much margin to sacrifice to tariffs.

Budgeting 194
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock.

Investing 267
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Adviser links: getting really clear

Abnormal Returns

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Solo 401(k) contribution math can be tricky.

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Maybe it’s due to employee stock option plans. Perhaps they have some founder stock from a startup. And the way math works, you end up with a stock that goes up a bunch. We’ve done the math on some of these high-yield portfolios and taxable accounts. Maybe there was an IPO or a takeover.

Taxes 130
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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

Financial planning services 12. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Financial planning services Financial advisors and planners are essential, especially during times of economic uncertainty.

Economy 69
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Transcript: Brad Gerstner

The Big Picture

Brad Gerstner is a founder and investor in technology startups. And he had a little startup RV company called Forest River. But one of the things I learned in that first startup, I had two guys on the two investors who were not traditional venture capitalists. What can I say? Once again? I have an extra special guest.

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The 16 Best Business Ideas For Women

Clever Girl Finance

If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Event planning. Tying into the ideas above, event planning is another industry that involves a ton of multitasking and coordinating details. Learn more about starting an event planning business. Bookkeeping and accounting.

Food 122