May, 2024

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Can Rivian Automotive Double in 5 Years? Here's What It Would Take.

The Motley Fool

Rivian Automotive (NASDAQ: RIVN) was one of the market's hottest stocks when it went public in November of 2021. Its stock more than doubled from its initial public offering (IPO) of $78 to its all-time high of $172.01 just a week later. At the time, investors were impressed by its production rates and its firm support from Amazon and Ford Motor. But as of this writing, Rivian's stock trades at about $10.

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Diversification is About Decades

A Wealth of Common Sense

A lot of investors have abandoned international diversification (or at least strongly considered it) in recent years. I understand why this is happening. The U.S. stock market has destroyed all comers ever since the Great Financial Crisis ended. Since 2009, a total U.S. stock market index fund is up more than 660% while a total international index fund is up more like 180%.

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What Stagflation?

The Big Picture

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. Unemployment remains at 60-year lows, and Inflation has plummeted from 9% down to the 3s. If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.” We have heard the S-word from Jamie Dimon , Stanley Druckenmiller , Bank of America , Barclays , Fox , Ma

Banks 126
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LabGenius Raises £35M in Series B Funding

FinSMEs

LabGenius, a London, UK-based drug discovery company, raised £35M in Series B funding. The round was led by M Ventures (the strategic, corporate venture capital arm of science and technology company Merck), with participation from additional new investors Octopus Ventures and LG Corp, together with existing investors including Atomico, Kindred Capital, Lux Capital and Obvious […] The post LabGenius Raises £35M in Series B Funding appeared first on FinSMEs.

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New Report: Businesses Increasingly Choose Private Credit for Financing

American Investment Council

Washington, D.C. – The American Investment Council (AIC) released a report today, authored by PitchBook , highlighting the growing role of private credit in serving small and middle-market businesses. “Private credit is playing a crucial role in supporting businesses and delivering impressive returns for investors, especially in uncertain times,” said Drew Maloney, President & CEO of the American Investment Council. “The industry’s resilience and flexibility are filli

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CoreWeave Secures $7.5 Billion Debt Financing Facility led by Blackstone and Magnetar

Blackstone News

Reinforces CoreWeave’s market position as the AI hyperscaler Builds on CoreWeave’s significant momentum, evidenced by over $12 billion raised from equity and debt investors over the last 12 months Historic financing builds on the Company’s recently announced $1.1 billion Series C and $2.3 billion debt raise in 2023 Investment represents one of the largest private financings in history New funding will be used to support the market’s unprecedented demand for CoreWeave’s specialized AI cloud infra

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4 Economic Charts That Might Surprise You

A Wealth of Common Sense

Four charts about the economy you might find surprising: 1. Wages are cumulative too. The Congressional Budget Office released new research comparing inflation on a basket of goods and services households at different income levels consume between now and 2019 along with changes in wages. Here’s the chart: And the explanation: For households in every quintile (or fifth) of the income distribution, the share of inc.

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Help your downsizing clients create their legacy

Investment Writing

Many investment and financial advisors have older clients who struggle with decluttering as they prepare to downsize. I picked up some useful ideas from a session presented by Matt Paxton, the host of the PBS program Legacy List and the author of a book that had the same title as his presentation, Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward with Your Life.

Investing 105
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Superpower Raises $4M Pre-Seed Funding

FinSMEs

Superpower, a San Francisco, CA-based provider of a healthcare platform, raised $4M in Pre-Seed funding. The round was led by Susa Ventures with participation from Long Journey Ventures, Family Fund, Atman VC, 24 Carrot VC, Focalpoint Partners, Seaside Ventures and angel investors Cameron and Tyler Winklevoss, Balaji Srinivasan, Scott and Cyan Banister, and Evan Charles […] The post Superpower Raises $4M Pre-Seed Funding appeared first on FinSMEs.

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US Equities: 9% Forever?

The Big Picture

It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.

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RIA Breakaways: What’s Driving Movement of Advisors at Independent Firms?

Diamond Consultants

This new wave of transitioning advisors is feeling the pushes and pulls of an evolving industry. Over 9,000 advisors changed firms in 2023, marking a 7% increase from the year before.* While this movement is prevalent across all industry channels, it is particularly pronounced within the RIA world and represents a growing trend that’s a dichotomy of sorts.

Startups 105
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Here Are All 44 Stocks Warren Buffett Holds for Berkshire Hathaway's $378 Billion Portfolio

The Motley Fool

In case you missed it, what's arguably the most important data release of the second quarter occurred last week -- and I'm not talking about the monthly inflation report from the Bureau of Labor Statistics. May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC).

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Gambler’s Fallacy in the Stock Market

A Wealth of Common Sense

These are the trailing total returns for the U.S. stock market1 over various time frames: Year to date: +11% One year: +30% Five years: +94% Ten years: +223% Fifteen years: +679% Not bad considering we’ve had two bear markets in the past four years. If you put $10,000 into the U.S. stock market five years ago, your money has essentially doubled: Now look at the returns by year: 2019: +31% 2020: +21% 2021: +26% 2022.

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Eir Partners Capital closes Eir Partners Investment Program II at $496m 

Private Equity Wire

Miami-based private equity firm Eir Partners Capital has closed its Eir Partners Investment Program II with $496m in capital commitments, having closed its predecessor, Eir Partners Program I, at $255m in 2021. The fund secured commitments from financial institutions, insurance companies, family offices, funds-of-funds, endowments and foundations, according to a press release.

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H Raises $220M in Seed Funding

FinSMEs

H, a Paris, France-based global foundation model and agentic AI company, raised $220M in Seed funding. Backers included Accel, UiPath Inc., Bpifrance, through its Large Venture fund, Eric Schmidt, Xavier Niel, Amazon, FirstMark, Elaia Partners, Eurazeo, Yuri Milner, Bernard Arnault’s Aglaé Ventures, Creandum, Motier Ventures, Samsung, and Visionaries Club among others.

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Paramount: the takeover battle that could reshape Hollywood

Financial Times M&A

The tussle for the venerable studio has been billed as the money men against the creatives, but the outcome may help decide who survives in the streaming era

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Too good to be true: the greenwashers’ box of tricks

Financial Times: Moral Money

Companies are becoming ever craftier in their efforts to pose as more climate-friendly than they are

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Retiring In Another State? Don't Forget to Plan for These 3 Things

The Motley Fool

Relocating in retirement can bring you closer to family, hobbies, and better weather. But it's not always kind to your wallet. To maintain your financial security after leaving the workforce, you need to understand how your move will affect your budget and your tax bill. Here are three of the most important financial factors to keep in mind if you plan to move to another state in retirement. 1.

Taxes 245
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Translating Wall Street Jargon

A Wealth of Common Sense

I saw the following headline earlier this week: I didn’t even need to read the actual article to know what the message would be. The tell here was the term ‘veteran forecaster’ In finance-speak, veteran forecaster can be translated to mean someone who is supremely confident in their predictions but almost always wrong. It has to be this way because forecasters are so unreliable.

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JPMorgan identifies private credit as “crucial expanding area”

Private Equity Wire

Private credit is a “crucial expanding area” within commercial and investment banking, according to a report by Alternative Credit Investor quoting Troy Rohrbaugh, co-chief executive of commercial and investment banking at JPMorgan Chase. At JPMorgan’s investor day in New York on Monday, Rohrbaugh said: “Private credit is a very important growing space and we believe we have an advanced strategy across the entire commercial and investment bank.

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Johnson & Johnson to Acquire Proteologix

FinSMEs

Johnson & Johnson (NYSE: JNJ) entered into a definitive agreement to acquire Proteologix, Inc., a Redwood City, California-based biotechnology company focused on bispecific antibodies for immune-mediated diseases, for $850M in cash, with potential for an additional milestone payment. The transaction is expected to close mid-year 2024, subject to antitrust clearance and other customary closing conditions. […] The post Johnson & Johnson to Acquire Proteologix appeared first on FinSM

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BBVA’s Carlos Torres, banker with a fixed idea

Financial Times M&A

The chair of Spain’s third-biggest lender has turned hostile in his €12bn second attempt to buy TSB owner Sabadell

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Vanguard defends dominance of US equities in EU-domiciled funds

Financial Times: Moral Money

Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations

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Can Artificial Intelligence (AI) Really Help Make You a Millionaire Before Retirement?

The Motley Fool

Reality often doesn't live up to the hype with new technologies. For example, 3D printing hasn't been the game-changer many expected. However, artificial intelligence (AI) just might be an exception. AI is already transforming multiple areas, including the world of investment planning. New AI models can digest every book and article about investing and money management.

Debt 245
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Seinfeld on When Money Became Everything

A Wealth of Common Sense

One of my favorite pop culture developments in recent years is the famous person press tour. If you write a new book or have a new movie or TV show coming out, you have to talk to every outlet imaginable to sell your project. There is so much content and so much competition for our attention these days that even uber-successful people are forced to make the hard sell.

Financing 122
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TikTokInvestors

The Big Picture

Nestled in between lip-sync dancers and fashion influencers, financial fraud lurks on TikTok. At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok. The advice ranges from wrong to risky to criminal: -401ks?

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Expressable Raises $26M in Series B Funding

FinSMEs

Expressable, an Austin, TX-based company which specializes in research-based, family-centered speech therapy care, raised $26M in Series B funding. The round was led by HarbourVest Partners, with participation from Digitalis Ventures and existing investors F-Prime Capital and Lerer Hippeau. The company intends to use the funds to accelerate its market position and growing partnerships with […] The post Expressable Raises $26M in Series B Funding appeared first on FinSMEs.

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British investor in talks to buy 49% share in Teesside International Airport

Financial Times M&A

Michael Flacks wants to transform the facility into a cargo, repair and maintenance hub

Investors 111
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The Ultimate Life Coach

Mr. Money Mustache

– Almost nineteen years into early retirement now, I’ve come to realize that the complete freedom of this lifestyle can be a double-edged sword. You’ve already heard me raving plenty about the upside: having the freedom to raise a son from the day he was born to beyond his eighteenth birthday with no compromises. And then to put thousands of hours into everything else I value as well: family, health, friends, adventures, building stuff, and even writing the occasional blog post.

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Should You Buy Disney Stock if It Breaks Below $100?

The Motley Fool

It's been more than three months since shares of Walt Disney (NYSE: DIS) closed in the double digits. "Can Disney stock stay above $100 this time?" I wondered then. So far, so buoyant, but with the media giant's shares drifting back to the century mark, it's a matter worth revisiting. If Disney buckles below $100 again, is it a buying opportunity or a red flag?

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The Destiny of Demographics

A Wealth of Common Sense

Demographics are destiny but the reactions to that destiny aren’t set in stone. Take a look at how things have changed from 2010 to today along with where we’re going in the future: The largest age brackets today are in the 30-34 and 35-39 range. Hello millennials. By the 2030s and 2040s the largest cohorts will be in their 30s to 50s. But look at how the older buckets will slowly fill up over time.

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Why the FED Should Be Already Cutting

The Big Picture

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in the future. Jerome Powell repeated his “ Data Dependent ” mantra. “Persuasive evidence” that higher interest rates were no longer necessary to bring down inflation is what the FOMC wants, and today I want to share a few pieces of that evidence.

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Nanopath Receives $4M in Grants

FinSMEs

Nanopath Inc., a Cambridge, Mass.-based point-of-care diagnostics company enabling high-quality molecular testing in minutes, received $4m in federal funding. The company was awarded: Both grants were awarded through the Small Business Innovation Research (SBIR) Program, a competitive program designed to stimulate technological innovations developed by small businesses.

Funds 108
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Anglo American rejects improved £34bn offer from BHP

Financial Times M&A

Australian giant increased all-share share offer by 15 per cent but was rebuffed by UK rival

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