Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. wsj.com) Economy Industrial production is plodding along. newsletter.abnormalreturns.com) Mixed media The most important job of a startup CEO is hiring. (theathletic.com) How Netflix ($NFLX) gets you to click play on a show.

Startup 265

Startup Financial Advising Insurance Media 265

Abnormal Returns

AUGUST 19, 2024

(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. on.ft.com) What it takes to raise a Series B these days. iconiqcapital.com) Global Inflation has come for Japan's ramen prices.

Financial Advising 299

Financial Advising Startup Manufacturing Media 299

Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. entertainmentstrategyguy.com) Economy A soft landing is now consensus. variety.com) Why every cable outlet is running reruns.

Startup 264

Startup License Financial Advising Media 264

Abnormal Returns

OCTOBER 24, 2024

ft.com) Startups How Indian startup Byju burned through $6 billion in capital. msn.com) Economy Still no meaningful pickup in weekly initial unemployment claims. (citywire.com) Finance Robinhood ($HOOD) want to increase customer 'wallet share.' barrons.com) By this measure, corporations are in good financial shape.

Investing 289

Investing Investments Startup Financial Advising 289

Abnormal Returns

AUGUST 4, 2024

sherwood.news) Should a startup ever spend $1.8 sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. (awealthofcommonsense.com) Companies Berkshire Hathaway ($BRK.A) has sold down a big slug of Apple ($AAPL) stock in favor of cash.

Financial Advising 275

Financial Advising Startup Economy Taxes 275

Abnormal Returns

JANUARY 22, 2024

(genuineimpact.substack.com) Big Tech is recycling profits into venture capital-backed startups. seths.blog) Economy Even before the pandemic people were staying in more. com) Apple The Apple ($AAPL) Vision Pro is launching without a lot of popular apps. stratechery.com) The Apple ($AAPL) Mac changed the world.

Financial Advising 277

Financial Advising Startup Media Economy 277

Abnormal Returns

SEPTEMBER 10, 2023

fastcompany.com) Venture capital Why VC-backed startups focused on the 'creator economy' have disappointed. wsj.com) Have we overestimated the jobs impact of startups? thebasispoint.com) Economy Q3 GDP forecasts differ widely. (bloomberg.com) The science behind the iPhone screen glass. Not easily.

Startup 278

Startup Financial Advising Taxes Economy 278

Abnormal Returns

FEBRUARY 28, 2024

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? bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy.

Valuation 279

Valuation Financial Advising Startup Media 279

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. Those stakes are set to change hands.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 11, 2023

nytimes.com) Venture capital VC-backed startups are quietly shutting their doors as funding dries up. wsj.com) Some startups that timed exits perfectly, including Honey. vulture.com) Economy Gasoline prices will stop putting downward pressure on inflation. theringer.com) Streaming bundles are the future.

Startup 246

Startup Financial Advising Economy Media 246

Abnormal Returns

MARCH 15, 2024

(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. hottakes.space) How the pandemic unleashed the 'introvert economy.' nytimes.com) Kernel is a vegan takeout place where the food is made largely by robots. worth.com)

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

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. There’s a startup for that : There’s one startup that is thriving in the market turmoil. Washington Post ). • New York Times ).

Startup 298

Startup Economy Economics Planning 298

Abnormal Returns

AUGUST 5, 2022

wsj.com) Startups Y Combinator is shrinking it new class of startups. techcrunch.com) Startups are turning to the debt markets while the IPO window is shut. wsj.com) Economy Sam Ro, "The U.S. Markets Crude oil prices are down to February levels. axios.com) Why the crypto market is smaller than reported.

Assets 244

Assets Startup Financial Advising Media 244

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

Abnormal Returns

NOVEMBER 2, 2023

pionline.com) Advertising If the economy were bad, companies would be cutting back on advertising. bloomberg.com) Economy How to judge what a 'soft landing' looks like. axios.com) Creators don't need 'creator startups.' (carsongroup.com) Fund management Why it's hard for investors to quit Blackrock ($BLK). youngmoney.co)

Advertising 264

Advertising Financial Advising Startup Commission 264

Abnormal Returns

DECEMBER 5, 2022

(bam.kalzumeus.com) Venture capital The hurdles that startups need to get over to raise additional capital are now higher. morningstar.com) Economy The labor economy drives spending, not savings. morningstar.com) Economy The labor economy drives spending, not savings. newyorker.com) Is LinkedIn the new Twitter?

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

OCTOBER 2, 2024

nytimes.com) Do Canadian startups have an ambition problem? bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. (axios.com) Fidelity just raised a $250 million venture capital fund for clients. advisorperspectives.com) Venture capital firm CRV is giving back capital to investors.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

JUNE 20, 2024

riabiz.com) Global The UK's new PM will be dealing with a stagnant economy. nytimes.com) Startups are upping their due diligence to avoid Chinese espionage. foreignpolicy.com) Economy A look at weekly initial jobless claims with a seasonality lens. (etf.com) Vanguard really doesn't want you to call.

Financial Advising 263

Financial Advising Startup Economy Media 263

Abnormal Returns

APRIL 22, 2024

on.ft.com) Want a stake in a hot AI startup? semafor.com) Economy A look at broadening real wage growth. (economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. coindesk.com) More mutual fund to ETF conversions are coming. advisorhub.com) Finance The NYSE is testing 24-hour trading. Not any more.

Financial Advising 263

Financial Advising Startup Media Economy 263

Abnormal Returns

APRIL 7, 2023

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. (axios.com) VC VC funding fell sharply in Q1 2023.

Startup 246

Startup Financial Advising Economy Media 246

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

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." economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. wsj.com) Why haven't house prices tanked?

Financial Advising 265

Financial Advising Startup Media Economy 265

Abnormal Returns

SEPTEMBER 2, 2022

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) Now is the time to buy a used Peloton ($PTON) bike. news.crunchbase.com) Not every CEO seeks the limelight like Elon.

Startup 246

Startup Financial Advising Media Economy 246

Abnormal Returns

APRIL 18, 2024

fastcompany.com) Startups Great companies create markets, not the other way around. economist.com) Economy Weekly initial unemployment claims have essentially been in a range for the past two years. (wsj.com) Meta ($META) is rolling out its AI assistant platform everywhere. economist.com) Ibotta ($IBTA) is now public.

Asset Allocation 290

Asset Allocation Financial Advising Startup Assets 290

Abnormal Returns

FEBRUARY 13, 2024

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% (marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. ft.com) Companies How long will the 'Berkshire Hathaway ($BRK.A) Way' prevail?

Financial Advising 278

Financial Advising Startup Retail Media 278

Abnormal Returns

JUNE 27, 2024

hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. (safalniveshak.com) Companies Monster Beverage ($MNST) is unique not only for its stock performance. kyla.substack.com) How Starbucks ($SBUX) devalued its brand.

Financial Advising 278

Financial Advising Startup Valuation Manufacturing 278

Abnormal Returns

FEBRUARY 16, 2024

youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. podcasts.apple.com) Ted Seides talks with Magnus Grimeland, who is the CEO and founder of Antler, about building a a global startup platform. The biz Podcasting now makes up some 50% of Slate's revenues.

Startup 286

Startup Economy Banking Economics 286

Abnormal Returns

JULY 19, 2024

joincolossus.com) Startups Logan Bartlett talks with Eric Glyman, CEO of Ramp. bloomberg.com) Economy Derek Thompson talks 'harsh economic truths' with Chicago Fed President Austan Goolsbee. theringer.com) Julia LaRoche talks with Tyler Cowen about how AI will change society and the economy.

Economics 261

Economics Startup Communication Economy 261

Abnormal Returns

MAY 21, 2024

theverge.com) Companies Alphabet ($GOOGL) is spinning off more projects into independent startups. wsj.com) Economy Why does consumer sentiment still stink? Siegler, "The Surface Laptop is Microsoft's would-be MacBook Air-killer." spyglass.org) Microsoft ($MSFT) has launched a Copilot for teams.

Financial Advising 265

Financial Advising Startup Insurance Media 265

Abnormal Returns

JANUARY 31, 2023

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. Don't let the crypto angle fool you. msn.com) Europe European companies have jumped on the stock buyback train. ft.com) The case for the value factor in Europe.

Startup 246

Startup Financial Advising Media Retirement 246

Abnormal Returns

JULY 21, 2023

bloomberg.com) Startups Tomasz Tunguz, "This is the part of the startup cycle that’s the grit-your-teeth grind." tomtunguz.com) Once hot startup Cameo is struggling. statnews.com) Economy How much longer can the jobs market continue on this track? (axios.com) ETFs The Nasdaq 100 is not the best constructed index.

Startup 244

Startup Financial Advising Media Food 244

Abnormal Returns

JANUARY 3, 2023

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. nytimes.com) Economy Where various measures of the jobs market stand. etf.com) Global U.S.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

SEPTEMBER 12, 2024

(finance.yahoo.com) China has effectively throttled its startup sector. wsj.com) Economy Hiring has slowed. 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.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

SEPTEMBER 22, 2023

(theinformation.com) Best practices for winding down a startup. ft.com) Economy The Fed doesn't know more than anyone else where the economy is going. hunterwalk.com) Ukraine Ukraine is relying heavily on small, cheap drones against Russia. nytimes.com) Ukraine has mastered the art of building decoy weapons.

Financial Advising 265

Financial Advising Startup Economy Media 265

Abnormal Returns

MARCH 14, 2023

(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% news.crunchbase.com) Y Combinator is getting out of the business of late state investing. nytimes.com) What's new in GPT-4.

Startup 244

Startup Financial Guidance Financial Advising Media 244

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. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession. (cnbc.com) What it means when a company won't allow customers to call them.

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

Abnormal Returns

AUGUST 18, 2023

monevator.com) Startups Instacart could go public as early as next month. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. Strategy Even if you have the news, doesn't mean you can predict the market's reaction.

Investing 245

Investing Investments Financial Advising Startup 245