Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. nytimes.com) Startups The co-founder relationship is like a marriage. protocol.com) A changing climate underlies growing interest in weather startups. ft.com) Economy The August NFP report was 'solid.' ft.com) Companies Starbucks ($SBUX) has a new CEO.

Startup 246

Startup Financial Advising Media Economy 246

Abnormal Returns

SEPTEMBER 12, 2024

(finance.yahoo.com) China has effectively throttled its startup sector. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

APRIL 7, 2023

behaviouralinvestment.com) Money market mutual fund assets are surging. caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession.

Startup 246

Startup Financial Advising Economy Media 246

Abnormal Returns

MARCH 14, 2023

portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. engadget.com) Economy February CPI showed 6.0% nytimes.com) What's new in GPT-4.

Startup 244

Startup Financial Guidance Financial Advising Media 244

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. 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. nytimes.com) The UK has 'deconverged' from the rest of the global economy. etf.com) Global U.S.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JANUARY 26, 2023

wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. investmentnews.com) Why ETFs continue to gobble up new asset classes. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession.

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. bloomberg.com) Why working for a startup probably isn't for you. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

DECEMBER 18, 2023

bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now. moneywithkatie.com) Some lessons learned from winding up a startup. (bloomberg.com) The fall in interest rates provides companies with refinancing options. ovsecondopinion.substack.com)

Financial Advising 277

Financial Advising Startup Media Government 277

Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. ft.com) Do startups founded in recessions fare better? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

The Big Picture

MAY 5, 2023

The trend underscores the scale of the country’s affordable housing shortage and the ripple effects it has on the wider economy. ( NPR ) • How Silicon Valley’s Troubles Are Reshaping Venture Capital : After unprecedented dominance of US startup funding in the 2010s, the region has lost some ground. But it’s still No.

Startup 359

Startup Wealth Management Assets Management 359

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India.

Economics 239

Economics Startup Financial Advising Media 239

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. theverge.com) How the AI landscape is lining up.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. ft.com) The VC money in crypto startups isn't looking great right now. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. thewaiterspad.com) Why you should spend as little time on investing as possible.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

OCTOBER 1, 2022

(garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today. joincolossus.com) Economy Andy Slavitt talks inflation and more with Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis.

Startup 246

Startup Economy Banking Management 246

Abnormal Returns

JANUARY 25, 2023

(ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. noahpinion.substack.com) Economy The debt ceiling debate is ridiculous. billboard.com) Startup Clouty wants to make futures available on streaming music. riabiz.com) How do active managers justify their own work? insidehook.com)

Financial Advising 246

Financial Advising Startup Media Retirement 246

Abnormal Returns

MARCH 12, 2023

(nytimes.com) The former Boston Private money management arm of SVB is a prized asset. thebasispoint.com) Health and biotech startups also have big exposure to SVB. theatlantic.com) Economy The jobs market is simultaneously hot and cold. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 214

Financial Advising Startup Banking Media 214

The Big Picture

JULY 6, 2024

Businessweek ) • America’s startup boom is still going strong. Here’s what it means for the economy : we’re now well past the pandemic crisis and even the pandemic recovery. by assets after US Steel, and it continued to grow from there. These people are working to keep it alive and well. (

Startup 195

Startup Assets Economy Investing 195

The Big Picture

FEBRUARY 15, 2023

The Uncertainty of It All ) • The Chatbots Are Coming for Google : ChatGPT and a handful of startups founded by Google alumni are aiming to reimagine search for the AI age. trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council.

Advertising 278

Advertising Media Startup Retail 278

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. sherwood.news) Why a specialized unit of the Israeli army creates so many cybersecurity startups. apolloacademy.com) Economy Where manufacturing and construction stand. entrylevel.topdowncharts.com) REITs have stopped going down. axios.com) Year 2 for ESPN Bet is here.

Financial Advising 148

Financial Advising Startup Budgeting Manufacturing 148

Abnormal Returns

JANUARY 12, 2023

capitalallocators.com) Bitcoin is still trading like a high beta asset. slate.com) JP Morgan Chase JP Morgan Chase ($JPM) bought Frank, a student loan startup. cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. Strategy Why you likely won't identify the next financial fraud ahead of time.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

MARCH 13, 2023

(mailchi.mp) Why more assets are going to flow to systemically important banks. tomtunguz.com) Cash management wasn't a priority for startups. ft.com) Economy In a country as big as the U.S., local economies matter. ft.com) Economy In a country as big as the U.S., local economies matter.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. on.ft.com) Is there actually a way to short a startup? ft.com) Economy This indicator doesn't show a recession yet. econbrowser.com) However manufacturing and construction now look like negatives for the economy.

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

The Big Picture

MAY 10, 2023

Eventual outcome will have profound implications for Sunshine state overall and the regional economy in particular. ( New York Times ) • How Saudi money returned to Silicon Valley : All the ways Saudi Arabia’s cash powers tech startups and venture capital. ( Now it has its sights set on entertainment—and an entire alternative economy.

Startup 147

Startup Wealth Management Assets Economy 147

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm. morningstar.com) Economy The August PCE price index increased 6.2% institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? on.ft.com) Startups VCs are having no problem raising new funds. hunterwalk.com) Global The Canadian economy continues to add jobs. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look. Not all that often.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Trade Brains

SEPTEMBER 21, 2024

We’re seeing traditional giants and new-age startups alike step into the spotlight. Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

Brown Advisory

MARCH 9, 2023

Jon shares his boots-on-the-ground view of how the venture landscape is shaping up, including the hype around AI startups. As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. A look at who may benefit from China’s long-awaited reopening.

Startup 98

Startup Asset Allocation Clients Investments 98

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. Info Edge earned a Revenue of Rs. 2029 Cr in FY22.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

JANUARY 1, 2023

a Bangalore-based startup, on March 30th, 2022, as a part of its strategy for accelerating its wireless product development. It has asset-light manufacturing with India-based R&D and low operating costs. This indicates that its current assets are more than ten times its current liabilities. Acquisition of Saankhya Labs.

Government 141

Government Manufacturing Engineering Electronics 141

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Filled with quants.

Banking 147

Banking Valuation Economy Investing 147

Trade Brains

FEBRUARY 15, 2024

Zerodha backed the startup. The SEBI Licensed Debt Broker provides a platform for investing in Fixed Income assets such as listed corporate bonds, non-current debenture IPOs, corporate fixed deposits, sovereign gold bonds, and government securities. Zerodha and Cred backed the startup. 1,300 crore.

Government 59

Government Retail Startup Investments 59

Aleph

JANUARY 21, 2023

Jan 19, 2023 India may have already surpassed China as the world’s most-populous nation [link] India’s culture would have to change a lot for it to have a fast-growing economy. Jan 20, 2023 Tech startup workers are grappling with what the market tumult means for their finances. Many of the things stated here are wrong.

Startup 59

Startup Banking Accounting Food 59