This is going to be BIG.

JULY 25, 2022

Typically, investors don’t take a board seat until you raise your first equity round—which means that it could be *years* before you have a real board meeting: A year of nights/weekends work researching, prototyping, and fundraising. You raise your pre-seed round and if you're lucky and good, you can get to an equity round in 12-18 months. Many people extend this round and don’t get there for two years.

Accounting 146

Accounting Active Investors Capital Investors 146

A Wealth of Common Sense

JULY 31, 2022

Derek Thompson posted this incredible chart from Our World in Data on who Americans spend their time with, by age: These are average numbers but based on this chart the time spent with: Your family peaks at around 15 years old. Your friends peaks at around 18 years old. Your co-workers peaks at around 30 years old. Your kids peaks at around 40 years old.

145

145

Financial Times M&A

JULY 19, 2022

Government to offer €12 per share to investors to take full control of power group

Investors 145

Investors 145

The Big Picture

JULY 22, 2022

After yesterday’s discussion on the uncertainty monster , a friend who “loves perspective changers” reached out with a challenge: “Most people rarely question their own basic ideas,” he said, He challenged me to find 10 concepts to do just that. I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain.

Stock Market 140

Stock Market Stock Market Funds Companies 140

The Reformed Broker

JULY 13, 2022

Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away.

107

107

Financial Times: Moral Money

JULY 17, 2022

Investors are starting to look more favourably on energy companies because of their role in the transition to a decarbonised economy

Investors 101

Investors Companies 101

A Wealth of Common Sense

JULY 28, 2022

A reader asks: As a long term investor (10-20 year horizon) is it worth selling portions of a stock when it’s up and taking some profits, maybe reinvesting when the price goes down or pocketing the money? Or, is it best to stay “all in” regardless of the ups and downs? There are two different ways to think about this question. One is the Charlie Munger approach.

Stock Market 145

Stock Market Stock Market Investors Assets 145

Financial Times M&A

JULY 8, 2022

Social media company vows to enforce agreement, setting stage for fierce legal battle

Legal 145

Legal Companies 145

The Big Picture

JULY 25, 2022

For the first half of this year, I have steadfastly refused to join Club Recessionista. I have not believed we were already in a recession, and I was hopeful that a moderate Fed gradually raising rates to throttle inflation could execute that soft landing. No longer. As I mentioned to Tom Keene last week, Nick Timiraos in the Wall Street Journal revealed the Fed’s intention to raise rates 75 basis points brought a reckoning to my hopes of a non-recessionary growth slow down.

Financing 138

Financing Finance Stock Market Stock Market 138

The Reformed Broker

JULY 28, 2022

It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around. Like everyone else, I’ve gotten some stuff right and some stuff wrong this year. Based on this week’s reaction to large cap technology company earnings and the F.

Investors 103

Investors Companies Investing 103

Financial Times: Moral Money

JULY 17, 2022

Businesses’ impact on nature poses risks that are both severe and hard to quantify

Investors 101

Investors 101

Million Dollar Round Table (MDRT)

JULY 17, 2022

By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” Put on the spot, though, sometimes our clients’ minds go blank. Yet, happy clients can be your best advocates. How can we do a better job at asking for referrals? Who wants an extra slice of pie? Your client asked about a specific product.

Funds 101

Funds Companies Investing 101

A Wealth of Common Sense

JULY 26, 2022

A reader asks: Many right now are saying real estate is the only way to get a real return in a safe manner. Will you post some data on real estate vs. bonds vs. stocks? You always have to be careful when you use the word “safe” when it comes to investing. An investment that feels safe now could be very risky in the future and vice versa.

Assets 145

Assets Returns Investing Financing 145

Financial Times M&A

JULY 9, 2022

Social media platform seeks to force the Tesla boss to go through with his takeover

Legal 142

Legal 142

The Big Picture

JULY 27, 2022

Today is Fed day, when we get the 75 bps increase that dramatically increases the odds of a recession. The main storyline is inflation, but the overlooked subplot here is Wages. I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic.

Taxes 132

Taxes Banks Capital Assets 132

The Reformed Broker

JULY 16, 2022

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.

103

103

Financial Times: Moral Money

JULY 30, 2022

When workers like their employer, the organisation’s shares usually show a marked improvement

Returns 98

Returns 98

Integrity Financial Planning

JULY 28, 2022

What should you focus on if we face a recession? How should your financial plan be revised over time? Find out on today’s show. Experts on divided on whether or not we are headed for a recession (or are already in one). Financial uncertainty in the market is giving a lot of people a lot of anxiety. How does Brian help his clients cope with this? You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anythi

Investing 98

Investing 98

A Wealth of Common Sense

JULY 24, 2022

Three random thoughts on the current state of the stock market: (1) The top 10 stocks are getting smoked. One of the prevailing theories during this past bull market is the biggest stocks were carrying the S&P 500. The top 10 stocks now make up more than 30% of the index by market cap so it would make sense for this group to have an outsized impact on the performance of the market.

Investing 143

Investing Stock Market Stock Market 143

Financial Times M&A

JULY 9, 2022

Who could have guessed that Elon wouldn’t follow through?

129

129

The Big Picture

JULY 29, 2022

The last time we looked at the State Coincident Indicators Index, all 50 States were in an economic expansion over the trailing 3 months. The diffusion index = 100. That is no longer the case today. The FOMC meeting on May 3-4 raised rates by 50 basis points, which was followed by the 75 basis point increase at the June 14-15 FOMC meeting. Taking rates to the 1.50%-1.75% range had some bite, and we see the impact of this higher cost of credit combined with inflation impacting the economy.

Banks 128

Banks Investors Investing 128

Fortune Financial

JULY 28, 2022

In many large businesses, it’s common for employees to own stock in the company. Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. When you are presented with the option to distribute your assets, you will have the choice to roll them into an IRA or place the stock into a taxable account and then roll the remaining assets into an IRA or 401(k).

Taxes 98

Taxes Accounting Assets Capital 98

Financial Times: Moral Money

JULY 26, 2022

Proposals that ‘dictate the pace’ of energy transition receive fewer votes from $8.

98

98

Integrity Financial Planning

JULY 20, 2022

What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning. During the football draft, so many decisions are based on emotions. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.

Investing 98

Investing Investors 98

A Wealth of Common Sense

JULY 29, 2022

As of the close of the trading day on June 16, 2022, the S&P 500 was down 23% from its all-time highs: The Russell 2000 Index of small cap stocks and the Nasdaq 100 were both down nearly 32% and 33%, respectively, from their highs. That’s a pretty decent bear market. Since that day, the S&P 500 is up 13%. The Russell 2000 has shot up 14% while the Nasdaq 100 has bounced 16%.

129

129

Financial Times M&A

JULY 29, 2022

Wall Street lenders stomach losses on private equity deal financing offered before market swoon

Investment Banking 121

Investment Banking Investment Banks Buyout Banks 121

The Big Picture

JULY 30, 2022

?. This week, we speak with Bloomberg Businessweek staff writer Hannah Elliott , who reports on the automotive industry with a special focus on hyper-cars, motorcycles, and electric and luxury vehicles. She lives in Los Angeles, where car culture is enjoying a renaissance. NOTE : During the broadcast portion, we had the usual Q&A but in the podcast portion, this turned into a conversation; Hannah made the mistake of asking me a question and we were off to the races of me babbling about cars

Financing 126

Financing Finance Banks 126

Covisum

JULY 27, 2022

If you haven't already, it's essential to take the time to familiarize yourself with the latest Social Security Trustees report. The solvency issues are a significant concern for people on the cusp of retirement today since the depletion date outlined in the report, 2034, is well within their life expectancy. As you're discussing Social Security benefits and how they fit in the context of the retirement strategy , it's important to note that the Social Security trust fund is scheduled to run out

Funds 98

Funds 98

Financial Times: Moral Money

JULY 22, 2022

Plus, is China’s emissions trading scheme working?

98

98

The Reformed Broker

JULY 22, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

98

98

A Wealth of Common Sense

JULY 22, 2022

Frank Rabinovich was a portfolio manager and technology specialist at bond giant PIMCO in the 1990s. The way his colleagues treated him was a microcosm of the culture at the firm in its heyday. Co-workers would douse him with bug spray, claiming he smelled bad. They cut off the bottom of his ties when they didn’t like the look of them. They tackled him relentlessly in games of touch football since he wasn’t as.

Portfolios 126

Portfolios Financing Finance 126

Financial Times M&A

JULY 19, 2022

Social media platform wins early victory in fight to force billionaire to complete acquisition

103

103

The Big Picture

JULY 23, 2022

This week, we speak with Graham Weaver, who is the founder and CEO of Alpine Investors, a private equity firm in San Francisco that invests in software and services. Graham has been in private equity for over 20 years, having started Alpine in his dorm room at the Stanford Graduate School of Business. We discuss how he launched a PE company in his dorm at Stanford’s GSB, and proceeded to “make every mistake in the book.” But his investors stayed with him, impressed by his commu

Investors 124

Investors Private Equity Firms Private Equity Firms Hedge Funds 124

Conneqtor

JULY 20, 2022

Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand.

98

98