Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. The underlying companies are similar." (abnormalreturns.com) Adviser links: forced distributions.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned." theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. blog.validea.com) Visualizing U.S. interest rates since 2020. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. abnormalreturns.com) Adviser links: the paradox of Social Security. abnormalreturns.com) Why rough edges remain in financial markets: people. wsj.com) Women are still scarce in the top levels of private equity.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

JULY 10, 2024

thinkadvisor.com) Finance Have office building valuations come down enough to become a buy? marketwatch.com) As private credit becomes stressed, lenders disagree over valuations. riabiz.com) Political ETFs have been a dud, asset-wise. abnormalreturns.com) Adviser links: needless waste. year-over-year.

Financial Advising 275

Financial Advising Valuation Retail Media 275

Abnormal Returns

JULY 30, 2024

awealthofcommonsense.com) A look at the valuation of the S&P 490. morningstar.com) Energy How Carlyle Group ($CG) manages a diverse portfolio of energy assets. abnormalreturns.com) Adviser links: loving encouragement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 147

Financial Advising Startup Valuation Media 147

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

Math Assets Banking Government 59