Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. blogs.cfainstitute.org) Venture capital Per Carta, startup failure rates are on the rise. marginalrevolution.com) Economy Prices don't decline, but wages can increase. optimisticallie.com) 20 pandemic darlings that have yet to rebound.

Financial Advising 299

Financial Advising Startup Manufacturing Media 299

Abnormal Returns

APRIL 19, 2024

advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. theinformation.com) Startups Good luck coming up with the NAV for the Destiny Tech100 ($DXYZ). morningstar.com) VC are shunning cannabis startups. unherd.com) Tesla ($TSLA) needs a full-time CEO.

Startup 279

Startup Financial Advising Media Economy 279

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. ft.com) Are rate cuts going to help boost startup exits? axios.com) Economy What rate cuts mean for the economy. tomtunguz.com) You can't spell private equity without dividend recap.

Financial Advising 276

Financial Advising Startup Manufacturing Economy 276

Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. ft.com) With investment firms, Harvard Management Company is distinguishing itself from Harvard itself. wsj.com) Economy Industrial production is plodding along. (theathletic.com) How Netflix ($NFLX) gets you to click play on a show.

Startup 265

Startup Financial Advising Insurance Media 265

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth.

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

Startup 264

Startup License Financial Advising Media 264

Abnormal Returns

OCTOBER 2, 2024

(riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. nytimes.com) Do Canadian startups have an ambition problem?

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

SEPTEMBER 12, 2024

(finance.yahoo.com) China has effectively throttled its startup sector. semafor.com) Fund management The proposed SPDR SSGA Apollo IG Public & Private Credit ETF would invest in a mix of public and private investment-grade debt securities. wsj.com) Economy Hiring has slowed. nytimes.com) 25 or 50? Probably 25.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume.

Financial Advising 279

Financial Advising Startup Economy Media 279

The Big Picture

JULY 29, 2022

is in a recession : Even if gross domestic product figures show a shrinking economy, a recession won’t officially have begun unless the National Bureau of Economic Research says so. Chief Investment Officer ). Chief Investment Officer ). My end-of-week morning train WFH reads: • The 8 economists who decide if the U.S.

Startup 298

Startup Economy Economics Planning 298

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? on.ft.com) Want a stake in a hot AI startup? semafor.com) Economy A look at broadening real wage growth. Markets Commodities are having a standout 2024. economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. Not any more.

Financial Advising 263

Financial Advising Startup Media Economy 263

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't. riabiz.com) Economy Core CPI ex-shelter was up 2.2% (apolloacademy.com) Markets work: the case of lithium. in December.

Financial Advising 278

Financial Advising Startup Retail Media 278

Abnormal Returns

JUNE 27, 2024

(carsongroup.com) Strategy Investing is planning. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. mrzepczynski.blogspot.com) Why you shouldn't care what other investors or the markets are doing.

Financial Advising 278

Financial Advising Startup Valuation Manufacturing 278

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

Startup 244

Startup Financial Guidance Financial Advising Media 244

Abnormal Returns

NOVEMBER 22, 2023

bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." ft.com) Do you really want your target-date fund investing direct real estate? econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 265

Financial Advising Startup Media Economy 265

Abnormal Returns

SEPTEMBER 13, 2024

theatlantic.com) Economy Jack Forehand and Matt Zeigler talk with Ed Yardeni about the potential for a 'Roaring 20's.' fasterplease.substack.com) Joe Weisenthal and Tracy Alloway talk with Adam Tooze about the state of the Chinese economy. theringer.com) Startups Jim O'Shaughnessy talks with Mike Maples, Jr.,

Startup 279

Startup Economy Investing Investments 279

Abnormal Returns

FEBRUARY 16, 2024

youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. rationalreminder.libsyn.com) Finance Sloane Ortel and Ashby Monk talk with Joachim Klement about the death of small cap investment research and financial 'Cassandras.' The biz Podcasting now makes up some 50% of Slate's revenues.

Startup 286

Startup Economy Banking Economics 286

Abnormal Returns

DECEMBER 5, 2022

awealthofcommonsense.com) A Q&A with Bob Pisani author of “Shut Up & Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.” bam.kalzumeus.com) Venture capital The hurdles that startups need to get over to raise additional capital are now higher. newyorker.com) Is LinkedIn the new Twitter?

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

SEPTEMBER 2, 2022

awealthofcommonsense.com) Investing lessons learned from Julian Robertson. 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.'

Startup 246

Startup Financial Advising Media Economy 246

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. 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. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? 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

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. 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. bloomberg.com) NEA is becoming a registered investment advisor.

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

Abnormal Returns

JANUARY 31, 2023

covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.' mailchi.mp) Startups The startup space is going through a collective cleanse. freightwaves.com) Economy Per Case-Shiller, national home prices fell in November 2022.

Startup 246

Startup Financial Advising Media Retirement 246

Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. newcomer.co) Startups often fail to prioritize the communication function. rogersplanning.blogspot.com) Economy Weekly initial unemployment claims have stopped going down. wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 246

Financial Advising Startup Communication Economy 246

Abnormal Returns

DECEMBER 29, 2022

msn.com) Venture capital Startup tech shares are plummeting in value on secondary exchanges. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. wsj.com) Economy Continuing unemployment claims continue to trend higher. (crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown.

Financial Advising 275

Financial Advising Startup Food Media 275

Abnormal Returns

MAY 5, 2023

awealthofcommonsense.com) Which of these three investment personalities (loner, follower, or zombie) do you possess? nytimes.com) Banking How the banking crisis is affecting fintech startups. axios.com) Economy The April NFP report showed continued labor market strength. Strategy The stock market is almost always in a drawdown.

Financial Advising 240

Financial Advising Startup Media Banking 240

Abnormal Returns

DECEMBER 3, 2023

newyorker.com) Venture capital More VC funds are running out time while still holding investments. 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

Abnormal Returns

NOVEMBER 21, 2022

thewaiterspad.com) Why you should spend as little time on investing as possible. 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. abnormalreturns.com) Don't borrow money to invest.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. moneywithkatie.com) Some lessons learned from winding up a startup.

Financial Advising 277

Financial Advising Startup Media Government 277

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

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. oaktreecapital.com) Startup Tellus is not a bank. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. realreturns.blog) The 60/40 portfolio never went away. ritholtz.com) Is gold worth the headache?

Financial Advising 242

Financial Advising Startup Banking Media 242

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

MARCH 17, 2023

axios.com) How the downfall of SVB could affect climate and biotech startups. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? abnormalreturns.com) Don’t waste your emotional capital investing out of spite. (theblock.co) SVB SVB didn't go bust because it was woke.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. washingtonpost.com) Economy American consumer behavior is normalizing.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

MAY 25, 2023

Investing Vanguard CEO Tim Buckley on what tasks AI is going to take over. institutionalinvestor.com) OpenAI has raised a $175 million fund to invest in AI startups. slate.com) Economy Weekly initial unemployment claims are still now screaming recession. semafor.com) Expect more ETFs to be marketed based on the use of AI.

Financial Advising 246

Financial Advising Startup Media Government 246

Abnormal Returns

MAY 1, 2023

etftrends.com) Economy Is the U.S. abnormalreturns.com) A list of the best investing blogs of 2023. bloomberg.com) Why working for a startup probably isn't for you. (ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244