Remove Numbers Remove Retail Remove Valuation
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Thursday links: the cause of bubbles

Abnormal Returns

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned."

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At the Money: Matt Hougan on Responsible Crypto Investing

The Big Picture

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto. With crypto.

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Things Change

The Better Letter

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Walmart was on top of the retail world, driving mom-and-pop shops out of business nationwide. Four of 1990’s top ten were still there in 2000. IBM, at nine, made it back, too.

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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. This region is filled with heavy-hitters: tech giants, retail titans, and energy powerhouses.

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

So, so those numbers are astonishing. I love retail. And there was a number that were actually in that business. You know, and, and, and so we expanded into a number of different other businesses. 00:38:56 [Speaker Changed] Much more aggressive numbers 00:38:57 [Speaker Changed] Six months after the Starbucks discussions.

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Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

James Hendries

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.