Abnormal Returns

FEBRUARY 28, 2024

on.ft.com) Private credit valuations are all over the board. bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. wsj.com) Economy What is the freight industry tell us about the economy? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wired.com) The spot Bitcoin ETF fee war is here.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

JUNE 27, 2024

hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. abnormalreturns.com) Personal finance links: financial stress. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. ft.com) Economy The U.S. is leading the global economy, post-pandemic. nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. silverlightinvest.com) Companies Why are companies holding more cash these days?

Financial Advising 264

Financial Advising Media Valuation Economy 264

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. vox.com) Economy The U.S. economy grew at a 4.9% abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 288

Financial Advising Valuation Economy Economics 288

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. wsj.com) Marriage is a good deal, financially, in the U.S. bloomberg.com) Economy Consumer balance sheets are in good shape. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tker.co) The U.S.

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

Abnormal Returns

MAY 2, 2024

Does that mean you are less enamored of Berkshire shares at current valuations? ' (barrons.com) How long will Ajit Jain stay in the lead of Berkshire's insurance business? semafor.com) Economy The quits rate keeps falling. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 260

Financial Advising Startup Media Valuation 260

Abnormal Returns

OCTOBER 24, 2022

(theinformation.com) Snowflake ($SNOW) is growing into its valuation. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: what bear markets demand. thediff.co) Global How the U.S. is trying to throttle China chip production.

Marketing 246

Marketing Marketing Financial Advising Valuation 246

Abnormal Returns

JULY 11, 2024

scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation. npr.org) Economy June CPI actually fell. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Should minors be allowed to buy non-alcoholic drinks?

Financial Advising 246

Financial Advising Valuation Media Economy 246

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) A look at Gary Sernovitz's new novel "Counting House."

Assets 287

Assets Financial Advising Valuation Media 287

Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

DECEMBER 7, 2023

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (axios.com) Earlier on Abnormal Returns Longform links: acting extroverted. Then check out our weekly e-mail newsletter.

Digital Media 273

Digital Media Electronics Financial Advising Startup 273

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Accounting 264

Accounting Consulting Financial Advising Valuation 264

Abnormal Returns

DECEMBER 20, 2023

(finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. visualcapitalist.com) Economy The Fed is moderately tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 260

Financial Advising Valuation Media Economy 260

Abnormal Returns

MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. collabfund.com) The 100 most reputable companies in America.

Financial Advising 245

Financial Advising Valuation Retail Economy 245

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

JANUARY 3, 2023

wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy A wide range of outcomes is always on the table.

Financial Advising 264

Financial Advising Valuation Media Economy 264

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Economy The labor economy drives spending, not savings. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why have energy stocks and oil prices diverged? Thanks, Dave!

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JANUARY 30, 2023

(nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. klementoninvesting.substack.com) Economy Signs that the U.S. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: managing behavior. morningstar.com) Why sustainable funds can charge a premium.

Financial Advising 246

Financial Advising Media Valuation Economy 246

Abnormal Returns

JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? reasonstobecheerful.world) Economy The Fed's favorite inflation indicator, the PCE, moderated in June. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 240

Financial Advising Startup Valuation Media 240

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. 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

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Mortgage rates are at levels not seen since 2001.

Financial Advising 246

Financial Advising Valuation Manufacturing Media 246

Abnormal Returns

JANUARY 27, 2023

nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. abnormalreturns.com) Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Prices are now rising again.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Crypto Bitcoin had a good week.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." wsj.com) Economy There is a record number of housing units currently under construction. abnormalreturns.com) Adviser links: estate tax intricacies.

Financial Advising 245

Financial Advising Valuation Media Taxes 245

Abnormal Returns

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 242

Financial Advising Valuation Media Economy 242

Abnormal Returns

OCTOBER 10, 2024

downtownjoshbrown.com) Cullen Roche, "So high valuations are evidence of long-term certainty, but can also create huge amounts of near-term uncertainty." thewaiterspad.com) Economy Weekly initial unemployment claims ticked higher on hurricane-related job loss. really is seeing the 'best economy in decades.'

Financial Advising 162

Financial Advising Valuation Economy Media 162

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Funds Tax efficiency is the secret sauce of ETFs.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

FEBRUARY 27, 2023

capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions. (wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 1, 2022

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. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. abnormalreturns.com) Adviser links: the paradox of Social Security.

Accounting 130

Accounting Startup Financial Advising Valuation 130