Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. abnormalreturns.com) Adviser links: organic growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Pharmaceutical 205

Pharmaceutical Financial Advising Economy Media 205

Abnormal Returns

JANUARY 4, 2024

Markets Financials and health care are leading the market. wsj.com) Companies Ark Investment Management is still (very) bullish on Tesla ($TSLA). om.co) Economy Still no sign of a pickup in layoffs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 211

Financial Advising Media Economy Banking 211

Abnormal Returns

NOVEMBER 27, 2023

bloomberg.com) How a co-founder of WhatsApp is investing his money these days. forbes.com) Economy Gasoline prices have fallen 60 days straight. bloomberg.com) The US is poised to extract more oil and gas in 2023 than any previous year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 247

Financial Advising Media Economy Banking 247

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

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. wsj.com) There is no Social Security trust fund to invest. vox.com) Economy Will interest rates eventually slow the U.S. tker.co) Nonresidential investment keeps growing.

Financial Advising 208

Financial Advising Taxes Economy Media 208

Abnormal Returns

JANUARY 31, 2024

(theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. blog.johnwallstreet.com) Economy The labor market continues to soften. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

OCTOBER 24, 2023

morningstar.com) Is gold a good investment? blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." (ft.com) AngelList on the state of early-stage venture capital in Q3 2023. bloomberg.com) Global Germany's economy has badly lagged since the pandemic.

Financial Advising 230

Financial Advising Economy Media Numbers 230

Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. hypercritical.co) Economy Case-Shiller showed a 2.6% rise in house prices through August 2023.

Assets 206

Assets Financial Advising Media Economy 206

Abnormal Returns

DECEMBER 20, 2023

Markets Six charts that defined markets in 2023. newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023. visualcapitalist.com) Economy The Fed is moderately tight. abnormalreturns.com) Research links: persistent investment factors. axios.com) The Nasdaq 100 is just different.

Financial Advising 204

Financial Advising Valuation Media Economy 204

Abnormal Returns

NOVEMBER 3, 2023

ft.com) Technology Apple's ($AAPL) Q4 2023 earnings in chart form. ft.com) Economy The October NFP report showed a 150k increase in jobs and a 3.9% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? washingtonpost.com) Are third tier soccer teams a good investment?

Electronics 244

Electronics Financial Advising Media Economy 244

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. Markets Small and mid-cap stocks have badly lagged large caps.

Assets 210

Assets Financial Advising Healthcare Economy 210

Abnormal Returns

JANUARY 3, 2024

allstarcharts.com) Finance GSAM is jumping into biotech venture investing. institutionalinvestor.com) An example of how finding a (highly) niche investment strategy works in practice. slowboring.com) Economy Why wasn't there a recession in 2023? (awealthofcommonsense.com) The right stocks are still going up.

Financial Advising 162

Financial Advising Media Economy Investing 162

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. axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? on.spdji.com) Rates The Treasury market has become the hot new market.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

JANUARY 26, 2024

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. bonddad.blogspot.com) 2023 GDP growth came in far better than anyone expected. (semafor.com) Seed rounds are getting larger over time.

Financial Advising 162

Financial Advising Food Economy Media 162

Abnormal Returns

FEBRUARY 21, 2024

downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run. sportico.com) Sports betting set a record handle in 2023. insidehook.com) Economy The Conference Board's LEI no longer signals recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 222

Financial Advising Distribution Retail Media 222

Abnormal Returns

MAY 2, 2023

(forbes.com) Actively managed ETFs are having their day in the sun in 2023. wsj.com) MLB MLB attendance is up so far in 2023. espn.com) Economy Frustrated homebuyers are flocking to the new home market. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 225

Financial Advising Media Economy Accounting 225

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. daily.jstor.org) The books authors read in 2023 including "Horse" by Geraldine Brooks.

Financial Advising 202

Financial Advising Media Taxes Economy 202

Abnormal Returns

JANUARY 21, 2024

thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 177

Financial Advising Economy Manufacturing Media 177

Abnormal Returns

JUNE 14, 2023

Strategy When it comes to investing, more activity doesn't guarantee better results. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. slate.com) How Big League Advantage invests in future stars. In fact, just the opposite is true.

Financial Advising 196

Financial Advising Insurance Media Economy 196

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. disciplinefunds.com) There's nothing magical about dividend investing. rogersplanning.blogspot.com) How fear gets in the way of investing success. vox.com) Expect a new pair of high-end Mac desktops.

Insurance Coverage 187

Insurance Coverage Financial Advising Insurance Media 187

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. etftrends.com) Economy Is the U.S. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” wsj.com) Economy "The Fed is no longer behind the curve." abnormalreturns.com) Adviser links: optimizing the wrong thing.

Financial Advising 212

Financial Advising Retail Media Economy 212

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? 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. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Abnormal Returns

DECEMBER 29, 2022

awealthofcommonsense.com) Here is Eddy's 2023 Buy List. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. wsj.com) Economy Continuing unemployment claims continue to trend higher. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 220

Financial Advising Startup Food Media 220

Abnormal Returns

JULY 18, 2023

arstechnica.com) SpaceX is expected to double revenue in 2023. cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. economist.com) Economy Industrial production fell in June 2023. abnormalreturns.com) Adviser links: something to look forward to.

Financial Advising 229

Financial Advising Media Financial Advisor Communication 229

Abnormal Returns

JUNE 5, 2023

(wsj.com) Fidelity is down some 41% on its Reddit investment. morningstar.com) How real estate poses a risk to the Chinese economy. ft.com) Economy This measure of inflation has been falling for months. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theatlantic.com)

Financial Advising 159

Financial Advising Economy Media Government 159

Abnormal Returns

MAY 7, 2023

awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. nytimes.com) Policy How higher minimum wages make for a better economy. economy actually does fall into recession later this year." abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 184

Financial Advising Economy Banking Media 184

Abnormal Returns

JUNE 6, 2023

rcmalternatives.com) Using asset class return forecasts is a bad way to invest. stratechery.com) Ten takeaways from WWDC 2023 including 'The Apple Watch keeps getting better.' axios.com) Economy The U.S. economy seems to have found a new equilibrium. axios.com) The best TV shows of 2023, so far. vulture.com)

Financial Advising 130

Financial Advising Media Economy Assets 130

Abnormal Returns

MAY 11, 2023

morningstar.com) If you invest in stocks there are going to be extended periods of poor performance. 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. And what it matters.

Financial Advising 197

Financial Advising Media Economy Portfolio 197

Abnormal Returns

MARCH 17, 2023

institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? axios.com) Industrial production was flat in February 2023. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Startup Banking Manufacturing 208

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims.

Financial Advising 208

Financial Advising Media Retirement Economy 208

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? 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 30, 2023

ofdollarsanddata.com) Investment funds are a tool, not an investment philosophy. axios.com) Insiders are buying financial stocks. twitter.com) Economy How a resumption in student loan repayments could be a drag on the economy. bloomberg.com) The case for the economy avoiding a recession in 2023.

Financial Advising 130

Financial Advising Economy Insurance Media 130

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. morningstar.com) Economy Home prices peaked June 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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. awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. 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

JANUARY 31, 2023

covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.' freightwaves.com) Economy Per Case-Shiller, national home prices fell in November 2022. econbrowser.com) CPI OER is going to fall throughout 2023. Strategy Everybody talks their book.

Startup 209

Startup Financial Advising Media Retirement 209

Abnormal Returns

MAY 4, 2023

ft.com) Venture capital The world of venture investing has changed a lot since Andreessen Horowitz came on the scene. wsj.com) Economy There is no sign of a recession in heavy truck sales. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 181

Financial Advising Media Startup Banking 181