Abnormal Returns

OCTOBER 2, 2023

September 2023 How major asset classes performed in September 2023. wsj.com) 5%+ yields make financial advice a tougher sell. cnbc.com) Global The costs of the war in Ukraine are adding up for the Russian economy. snippet.finance) Economy American households are in pretty good financial shape.

Financial Advising 256

Financial Advising Financial Advice Economy Media 256

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. bbc.com) How young Chinese are dealing with a lethargic economy. Then check out our weekly adviser-focused newsletter.

Financial Advising 229

Financial Advising Startup Media Government 229

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.' ft.com) Economy Consumers are finally pushing back against higher prices. abnormalreturns.com) Top clicks last week on the site.

Media 228

Media Financial Advising Retail Economy 228

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 227

Financial Advising Advertising Economy Retail 227

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed. finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. bloomberg.com) Muni bond issuance has slowed to a crawl.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

JANUARY 26, 2024

awealthofcommonsense.com) How to think about the growth in money market fund assets. news.crunchbase.com) Economy The PCE price index, excluding food and energy, increased 2.9%, down from a 5.4% calculatedriskblog.com) 'Goldilocks' is an apt description of this economy. semafor.com) Seed rounds are getting larger over time.

Financial Advising 162

Financial Advising Food Economy Media 162

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. twitter.com) Crypto Gary Gensler's SEC has been busy.

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

Abnormal Returns

NOVEMBER 9, 2023

frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth. variety.com) Fund management Why Western asset management firms are struggling in China. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic?

Financial Advising 162

Financial Advising Media Economy Economics 162

Abnormal Returns

JUNE 6, 2023

(rcmalternatives.com) Using asset class return forecasts is a bad way to invest. klementoninvesting.substack.com) Are commodities a broken asset class? coindesk.com) Crypto-enthusiasts are pulling assets from Binance. coindesk.com) Crypto-enthusiasts are pulling assets from Binance. axios.com) Economy The U.S.

Financial Advising 130

Financial Advising Media Economy Assets 130

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. wsj.com) Economy "The Fed is no longer behind the curve." abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The U.S.

Financial Advising 212

Financial Advising Retail Media Economy 212

Abnormal Returns

JULY 18, 2023

arstechnica.com) SpaceX is expected to double revenue in 2023. morningstar.com) Strive Asset Management is toning down its anti-woke agenda. economist.com) Economy Industrial production fell in June 2023. abnormalreturns.com) Adviser links: something to look forward to. Then check out our weekly e-mail newsletter.

Financial Advising 229

Financial Advising Media Financial Advisor Communication 229

Abnormal Returns

JUNE 5, 2023

washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? morningstar.com) How real estate poses a risk to the Chinese economy. ft.com) Economy This measure of inflation has been falling for months. murder rate is falling in 2023, to-date. economist.com) The U.S.

Financial Advising 159

Financial Advising Economy Media Government 159

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. morningstar.com) Economy Home prices peaked June 2022. economist.com) The 10 best movies of 2023, so far, including 'Air.'

Asset Allocation 191

Asset Allocation Financial Advising Startup Valuation 191

Abnormal Returns

JULY 3, 2023

June 2023 How major asset classes performed in June 2023. capitalspectator.com) How factors have performed in the first half of 2023. gregor.substack.com) An energy transition comes with stranded assets. phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

DECEMBER 8, 2022

(morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' blog.validea.com) The questions for alternative assets: how much do you need to own to move the needle? 9to5mac.com) ESG Vanguard is leaving the Net Zero Asset Managers alliance. marketwatch.com) On the disconnect in ESG ratings.

Financial Advising 201

Financial Advising Media Assets Taxes 201

Abnormal Returns

JUNE 1, 2023

axios.com) The S&P 500 Top 50 returned 3.97% in May 2023. on.spdji.com) How major asset classes performed in May 2023. axios.com) Economy The bond market is done with the debt limit debacle. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? domain names.

Insurance Coverage 187

Insurance Coverage Financial Advising Insurance Media 187

Abnormal Returns

JULY 27, 2023

etf.com) Finance JP Morgan Asset Management is on roll in 2023, ETF-wise. financial-planning.com) Private equity fundraising is at a five-year low. nytimes.com) Economy Q2 GDP was up at a 2.4% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? annual rate.

Financial Advising 208

Financial Advising Media Economy Banking 208

Abnormal Returns

APRIL 7, 2023

(behaviouralinvestment.com) Money market mutual fund assets are surging. axios.com) VC VC funding fell sharply in Q1 2023. visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession. abnormalreturns.com) Adviser links: spreadsheet knowledge.

Startup 212

Startup Financial Advising Economy Media 212

Abnormal Returns

MAY 11, 2023

Markets What's the best asset to hold during a recession? news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. foreignaffairs.com) Economy Disinflation is in place, but it doesn't give the Fed room to cut rates. variety.com) How fast is Starbucks ($SBUX) growing outside the U.S.?

Financial Advising 197

Financial Advising Media Economy Portfolio 197

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. feld.com) 2023 is going to be a year or reckoning for the startup space. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. axios.com) U.S. etf.com) Global U.S.

Startup 187

Startup Valuation Financial Advising Distribution 187

Abnormal Returns

MARCH 1, 2023

Markets How major asset classes performed in February 2023. washingtonpost.com) Economy The February ISM manufacturing report is well below 50. bonddad.blogspot.com) Why the economy has not yet tipped into recession. wsj.com) Why it's okay to be confused about the economy.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. rationalwalk.com) How the bank crisis could ripple through the economy.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

MARCH 28, 2023

morningstar.com) Asset location, 101. ft.com) Economy The January 2023 Case-Shiller numbers show a continued deceleration in home price gains. theirrelevantinvestor.com) Financial stresses are on the rise. abnormalreturns.com) Adviser links: hyperbole cycles. bloomberg.com) Nine things you shouldn't do via e-mail.

Financial Advising 130

Financial Advising Banking Media Economy 130

Abnormal Returns

JULY 20, 2023

blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. wsj.com) Netflix Netflix ($NFLX) spending on content will go down in 2023 as strikes drag on. npr.org) Economy Jobless claims are not breaking out, yet. ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. Or is there a risk of default and loss?

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. klementoninvesting.substack.com) Economy The January ISM report was well below 50, indicating contraction. capitalspectator.com) January's market rally was kinda junky.

Financial Advising 201

Financial Advising Media Assets Economy 201

Abnormal Returns

MARCH 16, 2023

Markets Bonds are once again a risk-off asset. axios.com) Finance Why 2023 is not a replay of 2008-09. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Government 130

Government Media Financial Advising Banking 130

Aleph

JANUARY 14, 2023

2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value. 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value. Jan 11, 2023 Barbarians Are at Grayscale’s Gates.

Math 59

Math Assets Government Engineering 59

Abnormal Returns

MARCH 28, 2024

trillion in assets though 2023. bloomberg.com) Economy Still no meaningful uptick in weekly initial unemployment claims. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Fund management Target date funds held some $3.5 billion Anthropic.

Food 265

Food Financial Advising Media Communication 265

Abnormal Returns

JANUARY 7, 2024

downtownjoshbrown.com) Strategy Good luck trying to pick the best performing asset class on a year-by-year basis. microcapclub.com) Bitcoin ETFs How much in assets will spot Bitcoin ETFs gather? erikmcclure.com) Why the booming Sunbelt economy has bypassed the state of Mississippi. bloomberg.com) Economy The U.S.

Financial Advising 246

Financial Advising Economy Media Government 246

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. Class of 2023 Knowledge Brokers anticipate what successful investing in turbulent times will look like. trillion in client assets.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130