Abnormal Returns

SEPTEMBER 6, 2024

ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. ft.com) Economy The Fed is going to have to cut rates to stick the soft landing. Strategy Three reasons why the stock market declines. unemployment rate.

Financial Advising 288

Financial Advising Media Valuation Economy 288

The Big Picture

APRIL 7, 2023

Wall Street Journal ) • How Models Get the Economy Wrong : Seemingly complex and sophisticated econometric modeling often fails to take into account common sense and observable reality. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 298

Valuation Advertising Economy Food 298

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. 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." Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here.

Financial Advising 317

Financial Advising Valuation Retail Media 317

Abnormal Returns

SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. axios.com) Why Apple ($AAPL) would 'invest' in OpenAI. ft.com) Policy Why housing (policy) matters so much for the economy. wsj.com) Economy Q3 GDP is tracking mid-2% growth. Don't let anyone tell you otherwise. Can anything be done about it?

Financial Advising 295

Financial Advising Valuation Economy Economics 295

Abnormal Returns

SEPTEMBER 14, 2023

ritholtz.com) On the power of keeping an investing journal. rationalwalk.com) What the life of Napoleon can teach us about investing. tonyisola.com) Investing inspiration from 'blue zone' habits. wsj.com) Databricks just raised fresh capital at a $43 billion valuation. blog.validea.com) Great investors have a checklist.

Financial Advising 279

Financial Advising Advertising Economy Valuation 279

Abnormal Returns

JUNE 27, 2024

carsongroup.com) Strategy Investing is planning. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. Markets By this measure, the stock market is at record-high concentration. kyla.substack.com) How Starbucks ($SBUX) devalued its brand.

Financial Advising 278

Financial Advising Startup Valuation Manufacturing 278

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 265

Accounting Consulting Financial Advising Valuation 265

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

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

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' 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.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

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) Research links: persistent investment factors. theguardian.com) Another (big) mall bites the dust. nytimes.com) How Houthi attacks affect global shipping.

Financial Advising 260

Financial Advising Valuation Media Economy 260

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. morningstar.com) Why have energy stocks and oil prices diverged? thinkadvisor.com) Crypto Crypto advocates are trying to push blame for FTX onto regulators.

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). ft.com) Fund management Ark Invest is expanding into Europe, via acquisition. neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. Strategy A wide range of outcomes is always on the table.

Financial Advising 265

Financial Advising Valuation Media Economy 265

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. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. Markets The stock market is laser focused on interest rates.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JANUARY 30, 2023

fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. klementoninvesting.substack.com) Economy Signs that the U.S. newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. morningstar.com) Why sustainable funds can charge a premium.

Financial Advising 246

Financial Advising Media Valuation Economy 246

The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. Inflation is vanquished, the economy makes a soft landing, rainbows and sprinkles and unicorns! Parts of the economy suffer – notably residential real estate, new job creation, and consumer spending.

Economy 295

Economy Economics Valuation Marketing 295

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. 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. How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.'

Financial Advising 243

Financial Advising Valuation Media Economy 243

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. The trend underscores the scale of the country’s affordable housing shortage and the ripple effects it has on the wider economy. ( But it’s still No. 1 by a long distance.

Startup 359

Startup Wealth Management Assets Management 359

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation?

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. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. axios.com) Economy Where various recession probability models stand. (awealthofcommonsense.com) Crypto Bitcoin had a good week. and India closer.

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)." tomtunguz.com) A reading list on how to go about getting started in angel investing. wsj.com) Economy There is a record number of housing units currently under construction.

Financial Advising 245

Financial Advising Valuation Media Taxes 245

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

DECEMBER 3, 2024

wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. reuters.com) Economy Quits and job openings are down year-over-year.

Math 148

Math Valuation Startup Economy 148

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

Investing 98

Investing Investments Valuation Portfolio 98

The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 305

Valuation Investing Investments Engineering 305

Trade Brains

OCTOBER 3, 2024

.’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The sector is rapidly emerging as a driving force in the country’s economy. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

The Big Picture

AUGUST 1, 2023

are fast-growing, highly profitable key players in the modern economy. But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior.

Economics 246

Economics Valuation Marketing Marketing 246

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 102

Investing Investments Portfolio Assets 102

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Your Investing Strategy Just Failed. Bloomberg ). The index is now up 8.9%

Economy 173

Economy Valuation Education Retail 173

Abnormal Returns

NOVEMBER 1, 2022

capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." every.to) Q3 saw big drops in startup valuations.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

FEBRUARY 9, 2023

If the labor market and the economy hold up, then the Fed would probably not feel inclined to lower interest rates in the back half of 2023, as futures pricing implies. A secretive investment fund backed by the legendary quant displays a penchant for biotech stocks. Get me in, I don’t care how, I can’t miss out on this.

Economy 130

Economy Valuation Investments Investing 130