PE Hub
MAY 26, 2023
The investment will be used by Medisolv to accelerate its growth. The post Healthcare data provider Medisolv snags investment from BVP Forge appeared first on PE Hub.
A Wealth of Common Sense
MAY 25, 2023
A reader asks: Ben showed the numbers for U.S. stock positive returns over the long-term. How does the data look for global ex-U.S. performance? Fair question. Here is the data I showed in a recent blog post: Since 1926, the U.S. stock market has experienced positive returns: 56% of the time on a daily basis 63% of the time on a monthly basis 75% of the time on a yearly basis 88% of the time on a 5 year basis 95% of th.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
MAY 25, 2023
Of all the cognitive errors in behavioral finance and human psychology , the one that creates the most confusion is the Dunning-Kruger effect. (Perhaps its rise in pop culture is to blame). Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. It’s useful to think of Dunning Kruger in terms of metacognition : One’s ability to self-evaluate a particular skill set.
The Reformed Broker
MAY 26, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dror Poleg, and Downtown Josh Brown discuss Nvidia’s ascent, the AI explosion, the future of work, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
PE Hub
MAY 23, 2023
Baird Capital invests in fintech platform Freemarket. The post Shutterstock picks up Giphy; Baird backs Freemarket; MSCP shares Ovation growth strategy appeared first on PE Hub.
A Wealth of Common Sense
MAY 26, 2023
As of Wednesday’s close, NVIDIA had a market cap of $755 billion. Just one day later, the chipmaker sported a market cap of $939 billion. That one day gain of $184 billion itself is bigger than the market caps of companies like Nike, Comcast, Disney and Netflix. It’s hard to believe this is a stock that had lost two-thirds of its value from all-time highs during the tech wreck last year: Those losses have all.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
A VC: Musings of a VC in NYC
MAY 23, 2023
Back in 2014, USV got subpoenaed by the New York State Department of Financial Services (DFS) over our web3 investing activities. We hired a law firm, answered the subpoena, and that ultimately landed me in public testimony in front of the DFS staff. In my testimony, I explained to the DFS staff that the difference between the US and China is that the US respects the freedom to innovate: REMINDER: ANYTHING THAT CHINA BANS, INVEST IN!
PE Hub
MAY 22, 2023
ACN will continue to be led by founder and CEO Anthony Abey, who will retain a significant ownership stake in the business. The post Amulet scoops up Alliance Clinical Network appeared first on PE Hub.
Integrity Financial Planning
MAY 23, 2023
An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Here are the basic components of an estate plan: Will : A will is a legal document that outlines how you want your assets and property to be distributed after your death.
The Big Picture
MAY 21, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The War on Poverty Is Over. Rich People Won. The sociologist Matthew Desmond believes that being poor is different in the U.S. than in other rich countries. How is poverty different in America than in its peer countries? Matthew Desmond: We have more of it. We have double the child-poverty rate of Germany and South Korea.
A Wealth of Common Sense
MAY 21, 2023
The Financial Times had a story this week about Carl Icahn’s bets against the stock market that went awry. Since 2017, Icahn has been positioning part of his portfolio for a huge crash. It cost him nearly $9 billion over the past 6 years. Sounds like a lot. Here’s what he told the Times: “I’ve always told people there is nobody who can really pick the market on a short-term or an intermediate-term basis,�.
PE Hub
MAY 25, 2023
Aquiline will remain as the lead investor in Fullsteam and ADIA will become a significant minority investor. The post Aquiline Capital and ADIA back software firm Fullsteam appeared first on PE Hub.
Integrity Financial Planning
MAY 26, 2023
You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it exactly? Where does it come from? And what does it actually accomplish? Let’s dive into the history of Feng Shui. Feng Shui is a Chinese philosophical system of harmonizing and arranging buildings, objects, and spaces in order to promote good energy or “Chi.
The Big Picture
MAY 20, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Forgotten Titanic of the Pacific: A tale of disaster, survival, and ghosts. A person prone to superstition might be forgiven for thinking that the Valencia was cursed. Built in 1882, the ship was fired upon the following year near the island of Curaçao, and again four years later, this time by a Spanish warship just off the Cuban coast.
Million Dollar Round Table (MDRT)
MAY 21, 2023
By Jeffrey Scott, CFP, ChFC We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the importance of life insurance in their individual lives. Here’s how we can do that. The client value proposition Most people can state what they do in their jobs, but very few people can tell you what they believe.
PE Hub
MAY 24, 2023
Duraco is a manufacturer of specialty materials including pressure sensitive tapes and labels, coated films, and release liners. The post OpenGate-backed Duraco scoops up coating technologies manufacturer Strata-Tac appeared first on PE Hub.
Financial Times: Moral Money
MAY 23, 2023
Britain’s biggest asset manager buys $250mn of bonds in a sign of growing investor interest in debt-for-nature swaps
The Big Picture
MAY 26, 2023
I joined Pete Dominick to discuss the Debt Ceiling, Inflation, markets, and more. I pop into the pod around the 30-minute mark. (Before that, Pete discusses how his teenage daughter got scammed out of $5k by a fake border police grift, and why there is a sort of happy ending). We also discuss my thesis of the “ Disloyal Opposition ” as it applies to Debt Ceilings, fiscal stimulus, and even vaccines.
XY Planning Network
MAY 22, 2023
From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc
PE Hub
MAY 24, 2023
IMO is a provider of clinical terminology management and data quality solutions for healthcare. The post THL-backed Intelligent Medical Objects buys healthcare data analytics firm Melax Tech appeared first on PE Hub.
A Wealth of Common Sense
MAY 22, 2023
Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. On today’s show, we discuss: The GLASfunds origin story Issues advisors have investing in privates and alts The fund manager due diligence process How the GLASfund fee works for advisors Getting advisors comfortable with.
The Big Picture
MAY 24, 2023
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022. It’s chock full of great charts and analyses, covering everything from Income, Employment, Expenses, Banking and Credit, Housing, Student Loans, Retirement and Investments, and Overall Financial Well-Being. Peter Coy fleshes out lots of the details here: “ Unemployment Is Low, But So Is the National Mood.” He notes: “The Fed report is consistent with ot
Million Dollar Round Table (MDRT)
MAY 23, 2023
By Kathleen M. Rehl, Ph.D., CFP You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since women are more likely to outlive their spouses. In fact, 70% of all married women will experience widowhood at least once during their lifetime.
PE Hub
MAY 25, 2023
Most recently, Lang worked at New State Capital Partners where she worked in business development sourcing investment opportunities. The post Tower Arch Capital recruits Lang as business development VP appeared first on PE Hub.
The Reformed Broker
MAY 23, 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: ►Corporate Bonds – “One of Vanguard’s Biggest Credit ETFs Bleeds Record $5.5 Billion” ►52-Week Highs – “the NASDAQ-100 made a new 52-wk high after going at least 6 months without one.
The Big Picture
MAY 25, 2023
My morning train WFH reads: • Debt-Ceiling Fight Sends Investors Hunting for New Havens : Traders worried about a potential U.S. default are swapping their go-to safe haven for the bonds of America’s top-rated companies. Just days or weeks before the government faces a possible funding shortfall, investors are shunning U.S. Treasury bills that will mature over the next several months while paying a premium to buy debt issued by Microsoft and Johnson & Johnson, two of the highest-rated U.S. c
Financial Times M&A
MAY 21, 2023
Deal is first tie-up between a ‘magic circle’ group and an American rival in more than 20 years
PE Hub
MAY 24, 2023
Canadian Dermatology Centre is a Toronto-based dermatology, plastic surgery, medical spa and skin care company. The post Fengate-backed GraceMed bags Canadian Dermatology Centre appeared first on PE Hub.
The Reformed Broker
MAY 20, 2023
I’m coming out to Texas and I’m bringing the squad with me. June 12th, 13th, and 14th we’ll be posted up downtown ready to talk about your portfolio, your plan, your estate situation, your retirement and anything else you’re looking for answers about. We do this for wealthy families all over America, day in and day out. Now’s your chance to see what we bring to the table, live and in-person.�.
The Big Picture
MAY 26, 2023
My 3-day weekend morning reads: • Adidas After Yeezy : The partnership with Ye, formerly known as Kanye West, was the stuff of sneakerhead legend—and its demise has the shoe company scrambling to replace nearly half of its profits. ( Businessweek ) • What US Cities Pay the Most (and Least) for Everyday Jobs : From accountants to nurses to data scientists, the same job can deliver about 50% more pay if you’re willing and able to relocate. ( Bloomberg ) see also How some people get away with doing
Financial Times M&A
MAY 24, 2023
Plus, Swedish games group Embracer gets burnt by a failed partnership and Alphaville goes behind the scenes of a Caribbean website’s Credit Suisse scoop
PE Hub
MAY 24, 2023
Reston, Virginia-based Agile Defense is a provider of digital solutions to the Department of Defense and other national security customers. The post Enlightenment Capital-backed Agile Defense buys cybersecurity firm XOR Security appeared first on PE Hub.
Financial Times: Moral Money
MAY 21, 2023
Legal & General and Amundi say antimicrobial resistance poses a wider economic threat
A Wealth of Common Sense
MAY 23, 2023
I think one of the reasons it’s so difficult for many people to work out regularly is that it can be an overwhelming experience if you’ve never done it before. The first step is often the hardest because no one teaches you how to work out. All of those machines and weights look daunting the first time to step foot in a gym. I was lucky on this front.
Expert insights. Personalized for you.
210 
Let's personalize your content