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on.ft.com) There is still a lot of uncertainty around office building valuations. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (wired.com) The spot Bitcoin ETF fee war is here.
(ft.com) Startups How unicorns are dealing with the decline in valuations. bonddad.blogspot.com) Why falling retail sales aren't all bad. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups.
theirrelevantinvestor.com) Do market valuations mean revert over time? morningstar.com) Retail investors love trading Nvidia ($NVDA) options. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
ft.com) Retail investors are increasingly snapping up T-bills at auction. tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Cash How to choose between T-bills and CDs.
riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? aswathdamodaran.blogspot.com) Business at Boeing ($BA) and Airbus is booming.
theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned."
institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.
coindesk.com) Fidelity has opened a wait list for its new retail crypto platform. tomtunguz.com) Why early-stage startup valuations are holding up better than later stages. abnormalreturns.com) Adviser links: a winning model. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.
thinkadvisor.com) Finance Have office building valuations come down enough to become a buy? marketwatch.com) As private credit becomes stressed, lenders disagree over valuations. etf.com) Retail Inside Wayfair's ($W) first physical store. abnormalreturns.com) Adviser links: needless waste. year-over-year.
allstarcharts.com) And valuations are still attractive. institutionalinvestor.com) Are retail investors going to return to crypto? theinformation.com) Companies Five myths about Meta ($META) including 'users are fleeing Facebook.' (abnormalreturns.com) Why rough edges remain in financial markets: people.
link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.
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