Financial Times: Moral Money
OCTOBER 11, 2023
The sums of capital the sector wields could be critical to financing a sustainable economy, but greater transparency and accountability are needed to ensure this happens
The Big Picture
OCTOBER 20, 2023
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. It does that splendidly.” 1 Today, we’re going to look at a perennial (un)favorite #chartfail. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.
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A Wealth of Common Sense
OCTOBER 27, 2023
Here’s something Henry Blodget wrote about notorious stock market bear John Hussman: Every historical indicator Hussman is looking at is suggesting that the stock market is wildly overvalued and headed for a period of lousy returns. How lousy? John Hussman thinks there’s a good chance the stock market will soon crash 40-50 percent. And even if the market doesn’t crash, Hussman thinks stocks are priced to.
The Motley Fool
OCTOBER 28, 2023
Image source: Getty Images Shopping at Costco is all about finding great deals, but that doesn't mean your purchases have to be low-quality or even cheap. We're getting closer to the Christmas shopping season every day, and if you're looking for some high-end gifts to give out without completely derailing your personal finances , you may want to consider some of these luxury items.
PE Hub
OCTOBER 30, 2023
Within the broad field of AI, there is a crucial distinction between traditional AI and generative AI. The post AI innovation and disruption in M&A appeared first on PE Hub.
Private Equity Insights
OCTOBER 12, 2023
Wagamama owner The Restaurant Group has agreed to a takeover by private equity giant Apollo in a deal worth more than £700m. The Restaurant Group (TRG) said it backed the “certain value” offered by the deal amid consumer spending woes and wider economic uncertainty. Apollo will pay 65p a share for TRG, which marks a 34% premium on the firm’s share price as of market close on Wednesday.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Big Picture
OCTOBER 5, 2023
“If you want to read a moral condemnation of crypto theft, you can get that anywhere. You go to Michael Lewis for character and story.” – Matt Levine Michael Lewis’s new book “ Going Infinite: The Rise and Fall of a New Tycoon ” came out this week. I got a copy earlier after signing an NDA that I would not disclose anything about it until after the publication date, which was Tuesday, October 3rd.
A Wealth of Common Sense
OCTOBER 22, 2023
Every three years the Federal Reserve puts out a report that summarizes the changes to family finances in the United States. I know averages, aggregates, medians and such never tell the entire story but directionally this stuff can be helpful in terms of understanding where things stand. Let’s dig in. Real median net worth for U.S. households was up a stunning 37% from 2019-2022.
The Motley Fool
OCTOBER 20, 2023
Bad news that led to a massive sell-off in shares of solar power inverter manufacturer SolarEdge (NASDAQ: SEDG) also burned investors in related solar power stocks Friday. Through 11:35 a.m., solar power installers Sunrun (NASDAQ: RUN) , Sunnova Energy International (NYSE: NOVA) , and SunPower (NASDAQ: SPWR) were down 9.4%, 11.1%, and 13.4%, respectively.
PE Hub
OCTOBER 31, 2023
With a new year just around the corner and the economy bracing for the Presidential election, those looking to IPO by Q4 2024 must prepare now. The post Failure to plan for an IPO is planning to fail appeared first on PE Hub.
Entrepreneur - VC
OCTOBER 2, 2023
For $900 a month, tech workers and startup founders looking to save money in San Francisco have moved into bunk bed-like "pods." Read more about pod living, here.
FinSMEs
OCTOBER 4, 2023
Cryptocurrencies have emerged as a groundbreaking phenomenon in the ever-evolving realm of finance. Digital currencies using blockchain technology have gone beyond traditional finance systems. They provide new ways to invest and do financial transactions. For beginners, stepping into the world of cryptocurrencies can be daunting. It’s like navigating uncharted waters.
The Big Picture
OCTOBER 19, 2023
One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered.
A Wealth of Common Sense
OCTOBER 20, 2023
There’s this guy on Twitter, Paul Fairie, who does these threads using old newspaper clippings to show how the stuff we worry about today is the same stuff people have been worrying about for decades. There was one called a brief history of we are raising a generation of wimps. Every older generation thinks this (and will always think this…it’s called progress).
The Motley Fool
OCTOBER 11, 2023
Image source: Getty Images Flights are a travel expense that can quickly make any vacation costly. Even if you budget accordingly and buy your tickets well in advance, you may have to spend more than you'd prefer. But Costco has a deal that could help some travelers save money on flights. The warehouse club sells discounted gift cards to its members.
The Reformed Broker
OCTOBER 24, 2023
Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.
Entrepreneur - VC
OCTOBER 4, 2023
McDonald's confirmed that it is bringing back the McRib sandwich this November for a limited time in select locations, less than one year after the chain claimed it was being retired for good.
FinSMEs
OCTOBER 16, 2023
AFFiNe, a Singapore-based SaaS platform for creatives, raised $8M in Pre-Series A funding. The round, which brought the total amount raised to $40M, was led by Redpoint Ventures, Sinovation Ventures, and CGC Ventures, and followed by MiraclePlus (formerly Y Combinator China), with four investors participating. The company intends to use the funds to expand operations […] The post AFFiNE Raises $8M in Pre-Series A Funding appeared first on FinSMEs.
The Big Picture
OCTOBER 2, 2023
We all love to use quotations in our arguments. It’s both an appeal to higher authority as well as social proof ( Hey! I’m not the only one who believes this stuff ). I find it useful occasionally to go back to first principles and reconsider the sources that have influenced my thinmking. Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing.
A Wealth of Common Sense
OCTOBER 29, 2023
There are always going to be winners and losers in the system under which we operate. Some people will always be doing better than you while some people will always be people doing worse than you. Right or wrong, that’s a feature, not a bug. Most of the time it could take years, decades or even generations to separate the winners from the losers in the economy.
The Motley Fool
OCTOBER 16, 2023
Image source: Getty Images In the 1980s, Mary Lou Retton was a household name. The star gymnast was a member of the U.S. Olympic team, and in 1984, she took home a gold medal for her performance in the all-around competition. You'd think someone in that position wouldn't have to worry about covering their bills in the event of a hospital stay. But Retton is 1 of 25.3 million Americans who unfortunately don't have health insurance.
The Reformed Broker
OCTOBER 17, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.
Entrepreneur - VC
OCTOBER 2, 2023
Walgreens and Cooler Screens are embroiled in a legal dispute over the failure of digital screens, with Cooler Screens suing Walgreens for obstructing a nationwide rollout.
FinSMEs
OCTOBER 19, 2023
Skoon Energy, a Rotterdam, the Netherlands-based provider of an AI-powered software platform for clean mobile energy, raised $5.6M in Series A funding. The round was led by Blue Bear Capital, with participation from Graduate Entrepreneur Fund. The Series A round follows investments by Kees Koolen, early investor and CEO of Booking.com and former COO of […] The post Skoon Energy Raises $5.6M in Series A Funding appeared first on FinSMEs.
The Big Picture
OCTOBER 23, 2023
The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt. It’s gone vertical as rates have moved from effectively 0 to over 5%. When rates were zero all of corporate America refinanced, lowering the cost of their debt to historically low levels. Households did the same; today 61% of homeowners with a mortgage are paying 4% or less in interest.
A Wealth of Common Sense
OCTOBER 26, 2023
Further Reading: Do Valuations Even Matter For the Stock Market? 1I would argue real estate would be a close second on this list from an inflation hedge perspective but the long run returns are much harder to calculate when you include things like ancillary costs, mortgage rates, refinancing, leverage, etc. 2And this is real since stocks are a real asset.
The Motley Fool
OCTOBER 4, 2023
What happened Shares of electric truck maker Rivian Automotive (NASDAQ: RIVN) took it on the chin yesterday as a "red" stock market spooked investors in volatile growth companies. Worries over rising interest rates may have also caused investors to wonder whether Rivian's business selling $80,000 electric trucks will be viable in the long run. Lost in all the bad news, however, was some good news for Rivian shareholders: positive notes of support from two of Wall Street's investment banks, which
Financial Times: Moral Money
OCTOBER 22, 2023
The investing framework is now facing a mountain of troubles, almost all of them of its own making
Entrepreneur - VC
OCTOBER 4, 2023
As the Federal Trade Commission carries out its landmark antitrust lawsuit against Amazon, some of the most recognized features of the e-commerce giant's business may turn out to be illegal.
FinSMEs
OCTOBER 26, 2023
Cranium, a Short Hills, NJ-based AI security company, raised $25M in Series A funding. The round, which brought the total amount to $32M, was led by Telstra Ventures with participation from KPMG LLP and SYN Ventures. The company intends to use the funds for innovation, research and development (R&D), and business expansion. Led by CEO Jonathan […] The post Cranium Raises $25M in Series A Funding appeared first on FinSMEs.
The Big Picture
OCTOBER 12, 2023
In August of 2022, I explained how Amazon became ordinary. Today I want to discuss how they have become bad. Since I first discussed the companies that lost my affection during the pandemic nearly two years ago, Amazon continues to stand out as delivering an ever-worsening set of experiences. I wanted to wait until after the (faux retail holiday) Prime Day(s) ended before sharing a few tales of further (to use Cory Doctorow’s phrase) “ Enshittification.” There are many problem
A Wealth of Common Sense
OCTOBER 3, 2023
Over the past few months, there has been a swift re-rating in longer-term bond yields. The 10 year treasury is now yielding around 4.8%, up from a low of 3.3% as recently as April. It was yielding 3.7% in July. Many pundits believe the bond market is only now waking up to the potential of a higher-for-longer interest rate regime caused by strong labor markets, a resilient economy, higher-than-expected inflation and Fed po.
The Motley Fool
OCTOBER 22, 2023
One of the top recession indicators flashed a warning signal about 15 months ago, and now, it's getting louder and brighter. Two-year Treasury bonds started to yield more than 10-year T-notes last summer in what's called a yield-curve inversion. In normal times, the yield curve slopes up and to the right. That is, longer-dated bonds offer a higher yield than shorter-dated bonds.
Financial Times: Moral Money
OCTOBER 8, 2023
Research shows continuing effect on investment decisions, despite a pushback against ‘woke’ capitalism
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