Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. 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.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. 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

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. 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

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blog.validea.com) Visualizing U.S. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 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

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J.

Financial Advising 278

Financial Advising Media Valuation Economy 278

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

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Can They Take Over $GBTC?

Math 59

Math Assets Banking Government 59