The Reformed Broker
MAY 17, 2023
Just wanted to take a moment to recognize the incredible work my media and research teams have been doing to propel The Compound channel past 120,000 subscribers this month. And that 120k is just a fragment of the audience because almost everything we do on video is also on the audio podcast channels too. For those who are new to what we’re doing at the Compound YouTube channel each week, below is the schedule of w.
The Big Picture
MAY 17, 2023
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Sentiment surveys in general are mostly useless (except at the extremes). They aren’t merely lagging, backward-looking indicators, but instead, tell you what the public experienced 3- 6 months ago. Beyond short-term extrapolation, they have little to no ability to provide insight into intermediate-term (6-12 months) inflation.
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A Wealth of Common Sense
MAY 17, 2023
Today’s Animal Spirits is brought to you by Global X ETFs: See here for more information on Global X ETFs suite of thematic strategies On today’s show, we discuss: Real estates lead as best investment shrinks, gold rises Investors are nervous – and that could support stocks There is nothing typical for stocks when the Fed stops raising rates Robinhood to launch 24-hour trading on weekdays in stocks and ETFs.
Financial Times M&A
MAY 17, 2023
Development chief raises worry over innovation after FTC sues to block Amgen-Horizon deal
The Big Picture
MAY 17, 2023
My mid-week morning train reads: • The Rise of FTX, and Sam Bankman-Fried, Was a Great Story. Its Implosion Is Even Better. About a year after the author Michael Lewis began to shadow Bankman-Fried, the founder of the crypto exchange FTX, Bankman-Fried was arrested. As the story evolved, Lewis has had a front-row seat to the drama. ( New York Times ) • The Return to the Office Has Stalled : Offices remain half empty as companies settle into hybrid work plans. ( Wall Street Journal ) see also Is
Financial Times: Moral Money
MAY 17, 2023
Also in today’s newsletter, investors look to the next health crisis on the horizon
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Pension Pulse
MAY 17, 2023
Harriett Agnew and Eric Platt of the Financial Times report Oaktree’s Howard Marks warns of crunch time for private credit: Howard Marks, the co-founder of $172bn investment group Oaktree Capital Management, has warned that the boom in private credit will soon be tested as higher interest rates and slower economic growth heap pressure on corporate America.
Integrity Financial Planning
MAY 17, 2023
We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. But first, Brian answers a question from the mailbag from someone who doesn’t know what to do when selling an apartment building.
FMG
MAY 17, 2023
Facebook is one of, if not the most popular social media platforms of our time. With a staggering active user base of around 2.9 billion people worldwide , it’s no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more. All this makes Facebook a prime place for financial advisors to set up accounts and really start communicating with their audience.
The Healthcare Investor
MAY 17, 2023
Court Square Capital Partners has made a strategic capital investment in Team Select Home Care, according to a news release. Team Select , based in Phoenix, Ariz., is a home care platform that provides care primarily to protected pediatric patient populations. Established in 2008, the company operates in 11 states. Court Square , based in New York, is a middle market private equity firm.
Financial Times: Moral Money
MAY 17, 2023
The idea sounds good but the reality is complicated and unclear
Financial Times M&A
MAY 17, 2023
Swiss bank expects asset writedowns and litigation provisions to total $17bn
Blackstone News
MAY 17, 2023
NEW YORK, May 17, 2023 – Blackstone (NYSE:BX) announced today that Jon Gray, President and Chief Operating Officer, is scheduled to present at Bernstein’s 39th Annual Strategic Decisions Conference on Wednesday, May 31, 2023 at 10:00am ET. A live webcast of the presentation will be available on the Shareholders section of Blackstone’s website at [link].
Financial Times M&A
MAY 17, 2023
The US trust buster’s opposition to the tie-up focuses on so-called pharmacy benefit managers
Private Capital Investment in Latin America
MAY 17, 2023
Liquido, a payments platform for businesses operating in Latin America, raised USD26m from Index Ventures, Base Partners, Restive Ventures, Mantis VC and UpHonest Capital.
Financial Times M&A
MAY 17, 2023
Plus, a chill descends on the biotech industry and Adani courts his bankers
Quiet Growth
MAY 17, 2023
Modern Portfolio Theory (MPT) is an investment theory developed by Harry Markowitz in 1952. He was later awarded a Nobel Prize in Economics for his work in this area. The theory attempts to maximise portfolio expected return for a given amount of portfolio risk, or equivalently minimise risk for a given level of expected return. The investor can attempt this by carefully choosing the proportions of various assets.
Financial Times M&A
MAY 17, 2023
Blogwatching the tag-trade rumourtrage
Quiet Growth
MAY 17, 2023
‘Reversion to the mean’ is a statistical phenomenon where a variable that deviates significantly from the mean or average will likely move closer to the mean over time. This is an outcome of the law of large numbers. In investments, ‘reversion to the mean’ or mean reversion refers to the idea that the performance of a particular investment or asset class will tend to normalise over time or revert to the long-run mean.
Financial Times M&A
MAY 17, 2023
Flotation will test London’s new rules for Spac-style fund raisings
Anzu Partners
MAY 17, 2023
CENTENNIAL, Colo.–( BUSINESS WIRE )–NUBURU, Inc. (“NUBURU” or the “Company”) (NYSE American: BURU), a leading innovator in high-power and high-brightness industrial blue laser technology, today announced that in Q1 2023, NUBURU delivered the world’s first blue laser powered area 3D printer light engine to its technical partner under a contract with the U.S.
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