A Wealth of Common Sense
JUNE 23, 2024
I posted the following on Twitter this week: It’s turning into another banner year for the U.S. stock market (so far). Here’s a good follow-up question on these numbers: This is a legitimate concern. Since 2020 the S&P 500 has compounded at more than 14% per year. That’s not just a pandemic phenomenon either. Since the start of 2009, the S&P 500 has seen returns of 14.5% per year.
The Motley Fool
JUNE 29, 2024
Professional fund managers are in charge of investing billions of dollars for investors. They're often highly educated, have years of investment experience, and get paid well for their skills and expertise. But the truth is most aren't worth the fees they charge. It doesn't take an advanced degree or special insider knowledge to do better than the vast majority of actively-managed mutual funds.
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This is going to be BIG.
JUNE 17, 2024
Sorry, you can’t. The decision to fund a company is a combination of a lot of human factors—an assessment of one group of humans by another group of humans, fraught with apples-to-oranges comparisons. Yet, everyone’s got an opinion about how a company measures up, especially the founder. ( If you want mine, I’m doing a little consulting now. ) So, how do you know what truth is?
The Big Picture
JUNE 9, 2024
@TBPInvictus here. About a decade or so ago, the city of Seattle undertook to raise its minimum wage, over time, to $15/hour. (Massive credit to my friend Nick Hanauer for his efforts to make that happen.) What followed in the immediate aftermath of both the announcement and implementation was nothing less than a apocalyptic, collective head explosion on the right about the devastating effects the increase would have, particularly in the food services sector: However, there’s little doubt that t
FinSMEs
JUNE 13, 2024
Zeta Labs, a San Francisco, Ca-based AI research and product company, raised $2.9M in Pre-Seed funding. The round was led by Daniel Gross, former head of AI at Y Combinator, and Nat Friedman, former Github CEO, with participation from Earlybird VC and Kaya VC as well as AI Grant, Shawn (swyx) Wang, Bartek Pucek and Mati Staniszewski, founder of […] The post Zeta Labs Raises $2.9M Pre-Seed Funding appeared first on FinSMEs.
Private Equity Wire
JUNE 11, 2024
The vast majority of limited partners are expecting to either increase or maintain their allocations to private markets investments over the next year, according to Coller Capital’s semi-annual Global Private Capital Barometer. The 40th edition of the barometer, which captured the views of 110 private capital investors from around the world who oversee a combined $2.1tn in assets, revealed that around one in three (31%) expect to increase their target allocation to alternative assets in th
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Motley Fool
JUNE 3, 2024
Image source: Getty Images Even though some companies are requiring employees to go back to the office, many Americans still want to work from home. If you have the right in-demand professional skills and can make good use of a flexible schedule, finding a work-from-home side hustle is a great way to boost your income. According to recent survey data from FlexJobs , some of the best side hustles let you work from home -- and pay $30 to $60 per hour on average.
Top 1000 Funds
JUNE 17, 2024
The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.
The Big Picture
JUNE 27, 2024
I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to me that the post-pandemic era saw sentiment levels far below major dislocations such as the ‘87 crash, the 9/11 terrorist attacks, the Dotcom implosion, or the 08-09 great financial crisis. We have tried to identify the causal factors by considering social media , increases in partisanship , ignorance, even trolling of pollsters.
FinSMEs
JUNE 4, 2024
Lyon, France, 4th June 2024, Chainwire The post iExec Launches Enhanced DataProtector: Revolutionizing Web3 Monetization & Ownership appeared first on FinSMEs.
Private Equity Wire
JUNE 7, 2024
A surge in redemption requests has prompted private debt manager Next Edge Capital to gate its flagship credit fund, leaving clients unable to access their money and the firm now planning to wind down the portfolio over the next two years, according to a report by the Globe and Mail. The move is the Toronto-based asset manager’s second wind-down of a private debt fund, with the firm having been in the process of closing the Next Edge RCM Private Yield Fund, whose credit adviser is RC Morri
A Wealth of Common Sense
JUNE 9, 2024
The bad news about the historic bond bear market is that fixed income investors were forced to deal with large losses in certain areas of the bond market. The good news is the rising rates that caused the bear market in bonds mean yields are in a much better place than they’ve been for the past 10-15 years. Fixed income has income again. In fact, investors in search of yield have all sorts of options — T-bill.
The Motley Fool
JUNE 30, 2024
Social Security is an essential lifeline for many retirees. About half of households with someone age 65 or older receive at least 50% of their income from the program, according to data collected by the Social Security Administration. Without Social Security, millions of seniors would be living in poverty. Since many seniors are reliant on Social Security for their living expenses, the annual cost-of-living adjustment (COLA) is an important part of their benefits.
XY Planning Network
JUNE 3, 2024
Limiting beliefs and failure mindsets often act as invisible barriers, hindering both our professional success and personal fulfillment. A limited belief most will experience is imposter syndrome, the persistent inability to believe that one's success is deserved or has been achieved as a result of one's own efforts or skills. In my experience, working with clients and XYPN members, as well as navigating my own journey, I've witnessed how these beliefs can silently sabotage progress.
The Big Picture
JUNE 17, 2024
A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam points to some amazing charts from Global Financial Data. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration.
FinSMEs
JUNE 11, 2024
Ship Angel, a NYC-based provider of an AI-native platform for international shippers, raised $5M in funding. The round was led by Glasswing Ventures and newark venture partners (nvp), with participation from Bienville Capital, Socii Capital, and Plug and Play. The company intends to use the funds to support the expansion of its ocean and air […] The post Ship Angel Raises $5M in Funding appeared first on FinSMEs.
Top 1000 Funds
JUNE 24, 2024
The investment committee at the $94 billion State Teachers Retirement System of Ohio (STRS Ohio) has narrowly voted to block bonuses to investment staff.
A Wealth of Common Sense
JUNE 2, 2024
The pandemic housing boom means Americans have more home equity than ever. Households have added roughly $12 trillion in home equity since the end of 2019: To put this number in context, there was only ~$6 trillion in home equity following the bursting of the housing bubble following the Great Financial Crisis. Out of the $32 trillion in total equity, let’s say half of it is tappable (meaning homeowners can cash it.
The Motley Fool
JUNE 30, 2024
I'm being facetious when I tell you to forget Nvidia (NASDAQ: NVDA). After all, how can you ignore a stock that soared nearly tenfold in just 18 months and now has a $3.1 trillion market cap, which accounts for 6.7% of the entire S&P 500 index? Not to mention, the company's chips are the driving force behind artificial intelligence (AI). However, the incredible run in Nvidia stock made it quite expensive , even relative to its expected earnings a couple of years from now.
XY Planning Network
JUNE 13, 2024
Unless you’ve been living under a rock in a deep cave on an uninhabited island, you’ve witnessed AI revolutionizing industries, carving new landscapes everywhere it touches—in what feels like nanoseconds. Financial planning is no exception. In this article we’re going to focus on the opportunities AI offers advisors to streamline operations and reduce costs regarding note and record-keeping.
The Big Picture
JUNE 13, 2024
@TBPInvictus here A few days ago, Barry and I detailed how unscrupulous bad actors had taken Not Seasonally Adjusted data to falsely claim that California’s new $20/hour minimum wage had cost the state almost 10,000 quick-serve restaurant (QSR) jobs. I wrote: It appears to me that the Journal got that number from BLS. However, BLS only offers the series without seasonal adjustment; this makes a very meaningful difference.
FinSMEs
JUNE 17, 2024
CampusAI, a Warsaw, Poland-based AI learning skills startup, raised $10M in pre-seed funding. Backers included angel investor Maciej Zientara. The company will use the funds to develop its platform and to enter 10 new markets with plans to acquire 200,000 customers. Founded in 2023 by Aureliusz Górski, CampusAI is an AI learning and collaboration platform that […] The post CampusAI Raises $10M in Pre-Seed Funding appeared first on FinSMEs.
Financial Times: Moral Money
JUNE 16, 2024
Four leading finance professors discuss best practice, successful innovations, and important concepts and themes
A Wealth of Common Sense
JUNE 11, 2024
The plural of anecdote is not data. You can’t extrapolate your individual experience or the experiences of your family, friends and peers to the broader economy, markets, political climate, etc. Just because the dumbest person you know is going all-in on Nvidia does not mean the stock market is going to collapse tomorrow. That’s not how any of this works.
The Motley Fool
JUNE 30, 2024
Novo Nordisk (NYSE: NVO) has emerged as one of the biggest names in the pharmaceutical world thanks to its robust line of glucagon-like peptide-1 (GLP-1) medicines. The Danish drugmaker develops Ozempic, Rybelsus, Saxenda, and Wegovy. While Ozempic is approved by the Food and Drug Administration (FDA) to treat diabetes patients, its sibling medicine Wegovy is prescribed for obesity care.
Financial Times M&A
JUNE 13, 2024
Plus, how David Ellison’s bid for Paramount collapsed and the steep geopolitical battle to buy a US ammunitions maker
Private Equity Insights
JUNE 21, 2024
The National Football League is an exclusive club, and for those looking to buy their way in, the price of a franchise has gotten so high it’s beyond the reach of ordinary billionaires. But now the league is set to change its rules and allow private equity firms, which make their living buying and flipping businesses, to invest in teams. Could this change how the league—and many people’s favorite teams—do business?
FinSMEs
JUNE 10, 2024
Continuity, a Paris, France-based provider of an AI-powered risk detection platform for professional and commercial insurers, raised €10M in Series A funding. The round was led by 115K with participation from Elaia and Bpifrance. The company intends to use the funds to expand operations and its development efforts. Led by Benoît Pastorelli, CEO, Continuity provides […] The post Continuity Raises €10M in Series A Funding appeared first on FinSMEs.
Financial Times: Moral Money
JUNE 5, 2024
Sustainably focused equity funds suffer net $40bn of outflows in 2024, the first sustained exodus
A Wealth of Common Sense
JUNE 28, 2024
I came across a bunch of charts in the past few weeks about Europe’s economic and market struggles. Let’s take a look. These charts that show how the biggest companies in the U.S. stock market are as big or bigger than some of the biggest economic powers in Europe always get me: The UK has something like 1,900 stocks on the London exchange.
The Motley Fool
JUNE 30, 2024
If you believe its hype, artificial intelligence (AI) is one of the most profound advances in technology ever. This may be hyperbole -- time will tell -- but it's clear already that the technology has commercial power. Its impact in the market has been enormous, with its champion, Nvidia (NASDAQ: NVDA) , joining Apple and Microsoft as among the biggest companies in the world.
Financial Times M&A
JUNE 21, 2024
US buyout firm to acquire UK group behind festivals including Germany’s Wacken Open Air and Cornwall’s Boardmasters
The Big Picture
JUNE 9, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • High-Yield Was Oxy. Private Credit Is Fentanyl. Yet despite the data — and the intuition about higher-yielding loans described above — private lenders assure investors that the extra yield isn’t a result of increased risk and that over time private credit has been less correlated with other asset classes. ( Institutional Investor ) see also The Insulin Empire : How profiteers pushed a lifesaving drug out
FinSMEs
JUNE 5, 2024
Sixfold, a NYC-based company empowering underwriters with a generative AI solution for end-to-end risk analysis, raised $15M in Series A funding. The round was led by Salesforce Ventures, with participation from Scale Venture Partners and all previous investors including Bessemer Venture Partners and Crystal Venture Partners. The company intends to use the funds to continue […] The post Sixfold Raises $15M in Series A Funding appeared first on FinSMEs.
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