March, 2024

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20 Lessons From 20 Years of Managing Money

A Wealth of Common Sense

I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk. Your ability and need to take risk should be based on your stage in life, time horizon, financial circumstances and goals.

Investing 142
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2 No-Brainer Healthcare Stocks to Buy With $1,000 Right Now

The Motley Fool

There are many ways to spend $1,000. One could buy a brand-new flat-screen television, play the lottery, or keep it in a savings account. For people trying to increase their capital, though, investing in stocks easily beats out all three of those options -- provided, of course, that investors can pick the right companies to invest in. For those with $1,000 to spare, let's consider two healthcare stocks worth investing in and holding onto for a long time: Vertex Pharmaceuticals (NASDAQ: VRTX) and

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How The Interstate Highway System Changed American Industry

Fortune Financial

Signed into law in 1956 by then President Dwight Eisenhower, the Federal Highway Act created the Interstate Highway System , which would become the largest and costliest public works project in history. Measuring almost 48,000 miles in total distance, the Interstate Highway System was completed only in 1992, more than three decades after work began, and for a total cost in today’s dollars of more than $500 billion. ( source: Wikipedia Commons ) Inspired in large part by the German Autoba

Returns 141
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Danny Kahneman: What if Everything is Narrative Fallacy?

The Big Picture

“Our comforting conviction that the world makes sense rests on a secure foundation: Our almost unlimited ability to ignore our ignorance.” – Daniel Kahneman The loss of Danny Kahneman is a reminder that we should review some of his work and apply them to the current market. I am fascinated by the idea of Narrative Fallacy (the term was actually coined by Nassim Taleb in “ The Black Swan “) and how it applies to pretty much ewverything.

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Apollo makes $11bn Paramount Pictures bid

Private Equity Wire

Private equity major Apollo Global Management has made an $11bn offer to acquire Paramount Global’s Hollywood studio, Paramount Pictures, according to a report by Reuters citing an unnamed person with knowledge of the matter. Apollo’s offer comes as as an independent committee of the company’s board of directors is reviewing a bid from Skydance Media for all of Paramount Global, which also owns CBS, Comedy Central, Nickelodeon and the Paramount+ streaming service, through the acquisition o

Bidding 120
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Understanding the Fundamental Differences Between Cryptocurrency and Fiat Currency

FinSMEs

In recent years, the emergence of cryptocurrency has revolutionized the way we perceive and engage with currency. Unlike traditional fiat currencies, which are issued and regulated by governments, cryptocurrencies operate on decentralized networks based on blockchain technology. This fundamental distinction creates a myriad of differences between the two forms of currency, ranging from their underlying […] The post Understanding the Fundamental Differences Between Cryptocurrency and Fiat C

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5 of the Best Costco Deals for March 2024

The Motley Fool

Image source: The Motley Fool/Unsplash If you're a regular Costco shopper, you know that the warehouse club giant offers fantastic prices on the items it sells. But the only thing better than already-low prices are prices that are discounted even further. With that in mind, here are some great Costco deals for the month of March you may want to check out. 1. $250 off the Dell Inspiron 15.6" Touchscreen Laptop I've been pledging to get a new laptop since late last year.

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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! Even if you don’t like or follow college basketball, we think you’ll enjoy what we pioneered and have put together. My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.

Investing 105
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U.S. population distribution, 1975-2050

The Big Picture

We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like, see the above chart (via Blackrock ) showing the distribution of various age groups from 2075 to 2050. Note bars in Red are not in the workforce. The post U.S. population distribution, 1975-2050 appeared first on The Big Picture.

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Goldman Sachs AM sets sights on $300bn private credit expansion 

Private Equity Wire

Goldman Sachs Asset Management plans to expand its private credit portfolio to $300bn in five years from the current $130bn, according to a report by Reuters citing Marc Nachmann, Global Head of Asset & Wealth Management at the multinational investment bank. The report quotes Nachmann in describing private credit as “the biggest opportunity set across the alternative space”.

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Defense Unicorns Raises $35M in Series A Funding

FinSMEs

Defense Unicorns, a Colorado Springs, CO-based software startup providing open source software and AI capabilities for National Security systems, raised $35M in Series A funding. The round was led by Sapphire Ventures and Ansa Capital. The company intends to use the funds to enhance and expand its mission-focused capabilities. Founded in 2021 and led by CEO Rob […] The post Defense Unicorns Raises $35M in Series A Funding appeared first on FinSMEs.

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Are We Living in The Roaring 20s?

A Wealth of Common Sense

In March 2020, at the height of uncertainty at the outset of the pandemic, I wrote about what it took to get to the roaring 1920s. This chart sums it up nicely: Here’s what I wrote at the time: How many people at the time would have predicted during the war/pandemic/recession/depression years that the 1920s would be one of the most innovative, prosperous periods our country had ever seen?

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78% of Warren Buffett's $369 Billion Portfolio Is Invested in Just 6 Stocks

The Motley Fool

For nearly six decades, Warren Buffett has put on a master class in how to beat Wall Street. Since taking over as CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) in the mid-1960s, he's led his company's Class A shares (BRK.A) to a jaw-dropping aggregate return of 4,961,342%, as of the closing bell on March 1. Extensive books have been written discussing the investing philosophies that have allowed the Oracle of Omaha to trounce Wall Street's benchmark index, the S&P 500.

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Blackstone Wins 18 Awards from Private Equity International Publications 

Blackstone News

Blackstone has been recognized for a combined 18 awards from Private Equity International, Private Equity Real Estate, Real Estate Capital Europe and Private Debt Investor for 2023. We are proud to invest in themes that drive long-term value for our partners and investors. Private Equity International Private Debt Investor Private Equity Real Estate Real Estate Capital Europe The post Blackstone Wins 18 Awards from Private Equity International Publications appeared first on Blackstone.

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At the Money: How To Know When The Fed Will Cut

The Big Picture

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco discusses initial unemployment claims data and wage gain to identify when the Fed will start lowering rates.

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CVC Capital Partners revives plans for Amsterdam IPO

Private Equity Wire

CVC Capital Partners, Europe’s biggest buyout firm with around €188bn in AUM, is reviving its plans for a $15bn-plus Amsterdam stock market listing that could happen as soon as next month, according to a report by Sky News citing unnamed sources. The report cites unnamed sources in confirming that CVC’s decision had not been finalised and could be delayed beyond spring or early summer.

Capital 102
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Zilliant Raises $35M in Funding

FinSMEs

Zilliant, an Austin, Texas-based leader in pricing lifecycle management, received a $35m investment from Madison Dearborn Partners. The company intends to use the funds to accelerate product enhancements and other growth initiatives. Led by CEO Pascal Yammine, Zilliant provides a data science, cloud-native software platform for businesses to put pricing at the core of their […] The post Zilliant Raises $35M in Funding appeared first on FinSMEs.

Funds 117
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Demographics Rules Everything Around Me

A Wealth of Common Sense

America is in a weird place demographically-speaking. On the one hand, we have 70 million baby boomers reaching retirement age. They control most of the wealth. They control most of the housing market. And they still control the thermostat when you visit their houses. On the other hand, we have 73 million millennials who are in their prime household formation years.

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Why Broadcom Stock Was Sliding Today

The Motley Fool

Shares of Broadcom (NASDAQ: AVGO) were moving lower Friday after the diversified semiconductor company posted solid results in its fiscal 2024 first-quarter earnings report after the market closed Thursday, but failed to raise its guidance. High expectations were also baked into the stock. The company is viewed as a beneficiary of the AI boom, and as its shares have risen in recent months in consequence.

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‘War on woke’ fails to damage the appeal of sustainable ETFs

Financial Times: Moral Money

Political rows may have slowed fund launches in US, but European investors are still investing in line with principles

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophes : John Seo used his scientific knowledge to develop a winning formula for trading catastrophe bonds — a market that’s booming thanks to climate change and inflation. ( Bloomberg Green ) • How neuroscience can help you make tough decisions – with no regrets : Most people are too risk-averse when it

Assets 107
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Ogier relocates Cayman Islands-based Senior Transactional Specialist to Dubai 

Private Equity Wire

Law firm Ogier has relocated Ridhiima Kapoor, a Senior Transactional Specialist in its investment funds and corporate teams in the Cayman Islands, to Dubai. She will continue to advise on the establishment, launch and maintenance of investment funds including hedge funds and private equity funds. Kapoor also provides advice on corporate matters and has experience with terminations, licencing and the migration of vehicles into and out of the Cayman Islands.

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SydeLabs Raises $2.5M in Seed Funding

FinSMEs

SydeLabs, a San Francisco, CA-based security and risk management startup, raised $2.5M in Seed funding. The round was led by RTP Global with participation from Picus Capital and angel investors. The company intends to use the funds to expand operations and its development efforts. Founded by Ruchir Patwa and Ankita Kumari, SydeLabs offers solutions to […] The post SydeLabs Raises $2.5M in Seed Funding appeared first on FinSMEs.

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Avoiding Burnout & a Mid-Life Crisis

A Wealth of Common Sense

A podcast listener asks: How do you both manage to produce podcasts every week, handle your jobs, write, read, and raise families without burning out? How do you maintain this balance? What strategies do you use to recharge yourselves? Personally, when I go on vacation, I completely disconnect from work, yet I’ve noticed you guys continue podcasting even during your vacations.

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Looking for Decades of Passive Income? 2 High-Yield Stocks to Buy Now

The Motley Fool

If you are a dividend investor looking to create a reliable stream of passive income, you have to consider far more than just a company's dividend yield. You have to examine the business that backs that dividend to make sure it can survive for decades into the future. Two high-yield stocks that look like they can do just that, and pay you well for sticking around, are Enbridge (NYSE: ENB) and Black Hills Corporation (NYSE: BKH).

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Infrastructure: from investment backwater to a $1tn asset class

Financial Times M&A

Early movers profited from unloved assets, but higher interest rates and more competition mean windfalls will become harder to achieve

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Carbon markets: not for the faint-hearted

Financial Times: Moral Money

Also in today’s newsletter, the World Bank’s new plan to de-risk private sector investment

Investing 120
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Making Complicated Ideas Simple

The Big Picture

The one and only Howard Marks… The post Making Complicated Ideas Simple appeared first on The Big Picture.

Financing 106
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OneNotary Raises $5M in Series A Funding

FinSMEs

OneNotary, a San Francisco, CA-based online, on-demand notarization provider, closed a $5M Series A funding round. The round was led by Jackson Square Ventures, with participation from DocuSign Founder Tom Gonser, as well as existing investors DocuSign Ventures, GoodPaper Ventures, Digital Future, and The LegalTech Fund. The company intends to use the funds to accelerate […] The post OneNotary Raises $5M in Series A Funding appeared first on FinSMEs.

Funds 117
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Inflation at the Grocery Store

A Wealth of Common Sense

There are two types of inflation rates that matter. Economists and market observers care about the government reported data — CPI, core PCE, ex-shelter, whatever your preferred method is. Everyday Americans only care about two price points — gas and grocery store prices. Why is this the case? These are the prices you experience on a regular basis.

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Inflation Jumped in February. Should Consumers Say Goodbye to 2024 Interest Rate Cuts?

The Motley Fool

Image source: The Motley Fool/Upsplash Inflation has been wreaking havoc on consumers' personal finances since 2021. To combat it, the Federal Reserve spent much of 2022 and 2023 implementing interest rate hikes. By making it more expensive to borrow money, the Fed's goal was to drive consumers to curb their spending, thereby narrowing the gap between supply and demand that caused inflation to surge.

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Dealmaking slowdown leaves private equity with record unsold assets

Financial Times M&A

Bain & Co report reveals how rapidly the industry has grown as well as the challenges created by higher interest rates

Assets 111
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Why the renewables market does not work

Financial Times: Moral Money

A new book argues that the low cost of green energy is not always an asset

Assets 111
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Do Magazine Covers Contain Market Signals?

The Big Picture

There has been a lot of chatter about magazine covers lately; I thought I might clarify some of the with this post, originally published in Bloomberg on December 27, 2017, along with commentary from Ben and Josh addressing the sdame issue. The key takeaway: The value of the signal here is just about zero. The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chat

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