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2023 Highlights – The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

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From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.

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Nobody Knows Anything, 2023 First Half Edition

The Big Picture

These numbers would make for a respectable year much less half that time. June 29, 2023) Groping for a Bottom (October 14, 2022) Nobody Knows Nuthin’ (May 5, 2016) Too Many Bears (May 3, 2022) Capitulation Playbook (May 19, 2022) Nobody Knows Anything Predictions and Forecasts _ 1. Because almost nobody saw this rally coming.

Numbers 317
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10 Sunday Reads

The Big Picture

The ALA documented an unparalleled number of reported book challenges in 2022, more than 2,500 unique titles, the highest number of attempted book bans since the ALA began tracking censorship data more than 20 years ago. ( American Prospect ) • Twitter Is a Far-Right Social Network It can no longer be denied. ( presidents.

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Sunday links: disregarding the facts

Abnormal Returns

(grist.org) Anti-Asian hate crimes have been rising since 2016. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months. econbrowser.com) Publishers really don't want public libraries to have easier access to e-books.

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Weekend Reading For Financial Planners (April 22-23)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

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The Great Resignation Is Long Over

The Big Picture

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). By any measure, we still have an enormous number of unfilled positions. Then came the pandemic, and a huge federal worker subsidy.

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