Abnormal Returns

MARCH 31, 2024

Also on the site Everything has an opportunity cost, everything. (abnormalreturns.com) Top clicks this week The Roaring 20's are here. Enjoy it while you can. (awealthofcommonsense.com) There's no alpha left in private equity. (linkedin.com) Patrick Mahomes finally takes an L. (sportico.com) Are index funds propping up the stock market? (awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier?

Financial Market 305

Financial Market Portfolio Marketing Marketing 305

Abnormal Returns

MARCH 30, 2024

Autos What it takes to add an EV charger in your garage. (wsj.com) Formula E is still finding its footing, especially in America. (politico.com) Shipping Cargo ships are only getting bigger. Ports need to accommodate them. (ft.com) A history of bridge collisions. (theconversation.com) Swapping trucks for barges to transport goods. (nytimes.com) Energy The U.S. economy continues to get more energy efficient.

Pharmaceutical 259

Pharmaceutical Education Financial Advising Advertising 259

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MARCH 28, 2024

Fund management Target date funds held some $3.5 trillion in assets though 2023. (pionline.com) BlackRock’s iShares Bitcoin ETF ($IBIT) now holds over 250,000 Bitcoin. (theblock.co) Companies Amazon ($AMZN) is investing another $2.75 billion Anthropic. (cnbc.com) Trump Media ($DJT) is the new meme stock. (theatlantic.com) Food delivery Hotel guests want easy access to food delivery.

Food 269

Food Financial Advising Media Communication 269

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MARCH 27, 2024

Markets What will it take for small caps to outperform? (ft.com) Apple ($AAPL) is at 28-month lows vs. the S&P 500. (allstarcharts.com) Crypto Why the FTX exchange did not get rebooted. (wsj.com) On the prospect for spot Ethereum ETF. (blockworks.co) Finance There's no alpha left in private equity. (linkedin.com) A list of the highest earning hedge fund managers of 2023.

Financial Advising 278

Financial Advising Media Economy Management 278

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MARCH 26, 2024

Markets The equity risk premium is skimpy at the moment. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. (wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.

Financial Advising 266

Financial Advising Media Economy Banking 266

Abnormal Returns

MARCH 26, 2024

ETFs How the existence of sector ETFs affects analyst estimates. (papers.ssrn.com) How mutual funds and ETFs can exist side-by-side. (papers.ssrn.com) Macro Hedging inflation risk is harder than it looks. (insights.finominal.com) How do macro factors affect trend following returns? (mrzepczynski.blogspot.com) Quant stuff It's not difficult to calculate downside beta.

Portfolio 248

Portfolio Assets Investing Investments 248

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MARCH 12, 2024

Markets Are the Magnificent Seven all that overvalued? (morningstar.com) Has Nvidia ($NVDA) earned it valuation? (theirrelevantinvestor.com) Crypto Why this crypto rally is different. (ofdollarsanddata.com) Wall Street is all-in on Bitcoin. (ft.com) Grayscale is cloning its spot Bitcoin ETF with the Grayscale Bitcoin Mini Trust ($BTC) is coming. (wealthmanagement.com) Companies Why Reddit isn't allocating too much of its IPO to power users.

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

MARCH 11, 2024

Markets It shouldn't be surprising that technology dominates the S&P 500. (ft.com) Are current money market mutual fund assets all that unusual? (morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM. (ft.com) Blackrock's ($BLK) turnaround on Bitcoin really is stunning. (wsj.com) Microstrategy ($MSTR) keeps buying more Bitcoin.

Retail 232

Retail Media Banking Assets 232

Abnormal Returns

MARCH 11, 2024

Podcasts Zach Conway and Kelsey McKenna talk with Michael Batnick about Ritholtz Wealth's discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. (youtube.com) Brendan Frazier on the benefit to shifting from “Advisor-Driven” to “Client-Inspired” advice. (wiredplanning.com) Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism.

Wealth Management 255

Wealth Management Clients Taxes Management 255

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MARCH 7, 2024

Markets Apple, Google and Tesla are underperforming. (allstarcharts.com) How much BBB-rated debt does your corporate bond fund own? (morningstar.com) Finance Just how risky is the prime brokerage business? (ft.com) Robinhood ($HOOD) has hired Klutch Sports to help with marketing. (sportico.com) Apple Why Apple ($AAPL) cut bait on its car efforts. (bloomberg.com) The Apple ($AAPL) Car is not a total write-off.

Financial Advising 232

Financial Advising Food Economy Media 232

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MARCH 6, 2024

Markets Not every drawdown is a buying opportunity. (ft.com) There is a good chance you already own some Nvidia ($NVDA). (peterlazaroff.com) Strategy At some point, diversification will be rewarded. (awealthofcommonsense.com) How to know when your trading experiment has failed. (allstarcharts.com) Investment acronyms are a crap shoot at best. (ft.com) Crypto Bitcoin OGs aren't selling at new all-time highs.

Financial Advising 237

Financial Advising Budgeting Economy Media 237

Abnormal Returns

MARCH 6, 2024

Podcasts Barry Ritholtz talks with Meir Statman about values based-investing. (ritholtz.com) Howard Lindzon talks direct indexing with Mo Al Adham, Founder and CEO of Frec. (youtube.com) Carl Richards talks with Morgan and Gretchen Housel about using simple spending experiments. (podcasts.apple.com) Peter Lazaroff talks with Christine Benz about retirement withdrawal strategies.

Retirement 229

Retirement Taxes Investing Investments 229

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MARCH 2, 2024

Autos Consumer Reports' top ten list for 2024 is filled with hybrids. (cnbc.com) Ford ($F) owners now have access to the Tesla ($TSLA) supercharger network. (arstechnica.com) The 'greenest' new car may surprise you. (axios.com) Transport Given rising auto-related fatalities, self-driving cars should not be controversial. (newcomer.co) A chemical tanker with wind-assisted propulsion has launched.

Medicine 255

Medicine Math Financial Advising Media 255

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MARCH 1, 2024

February 2024 A look at asset class performance for February 2024. (allstarcharts.com) Small cap stocks are still down on the year. (on.spdji.com) The momentum factor had a big month. (mrzepczynski.blogspot.com) Markets What's the biggest risk right now? (awealthofcommonsense.com) Stock market concentration is the norm. (acadian-asset.com) Crypto Bitcoin is now worth two Teslas ($TSLA).

Financial Advising 228

Financial Advising Media Economy Assets 228

Abnormal Returns

MARCH 1, 2024

The biz Google Podcasts is going away. (wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. (podcasts.apple.com) Patrick O'Shaughnessy talks with Ali Hamed, co-founder and partner at CoVenture. (joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 228

Portfolio Management Portfolio Management Investing 228

Abnormal Returns

FEBRUARY 22, 2024

Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." (wired.com) A Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." (politico.com) A Q&A with Kurt Wagner's author of "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul.

Communication 205

Communication Investing Investments 205

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FEBRUARY 17, 2024

EVs How automakers and buyers got out of sync in the EV space. (wsj.com) Hybrid vehicles are more popular than ever (vox.com) This indoor EV charging station will make you envious. (insidehook.com) Autos Higher income countries invest more in road safety. (vox.com) Why autonomous vehicles are not here yet. (theverge.com) Rivian ($RIVN) owners are pretty happy with their purchases.

Food 220

Food Math Financial Advising Startup 220

Abnormal Returns

FEBRUARY 16, 2024

The biz Podcasting now makes up some 50% of Slate's revenues. (semafor.com) Why audio companies are still laying off workers. (axios.com) Don't forget that modern podcasts are businesses, big businesses. (youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. (youtube.com) Sean Illing talks with Brad Delong, author of "Slouching Towards Utopia: An Economic History of the Twentieth Century" about the end of the globalization wave.

Startup 236

Startup Economy Economics Banking 236

Abnormal Returns

FEBRUARY 12, 2024

Markets How often do bear markets occur? (awealthofcommonsense.com) Hedge funds are seeing their most important positions go higher. (ft.com) Companies How is the construction of Taiwan Semiconductor's ($TSM) Arizona facility coming along? (wapo.st) The Lilly Endowment is a big beneficiary of the rise in Eli Lilly ($LLY) stock. (ibj.com) Tesla ($TSLA) won the charging wars.

Financial Advising 162

Financial Advising Startup Media Economy 162

Abnormal Returns

FEBRUARY 11, 2024

Strategy ETFs are a better mousetrap, but they can't turn a bad manager into a good one. (wsj.com) Why you should diversify internationally. (humbledollar.com) A company moat is no guarantee of good performance. (flyoverstocks.com) Books A look at five new finance books including "The Trading Game" by Gary Stevenson. (axios.com) A look at Gary Sernovitz's new novel "Counting House.

Assets 245

Assets Financial Advising Valuation Media 245

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps. (on.spdji.com) Strategy Overconfidence is a killer for investors. (collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. (morningstar.com) Bitcoin Will spot Bitcoin ETFs follow the path of gold ETFs?

Financial Advising 254

Financial Advising Taxes Manufacturing Media 254

Abnormal Returns

JANUARY 29, 2024

Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." (wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. (kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.

Financial Advising 223

Financial Advising Financial Planning Risk Management Clients 223

Abnormal Returns

JANUARY 28, 2024

Strategy Stop obsessing about the Fed's next move. (tker.co) Why the vast majority of investors should avoid alternatives. (humbledollar.com) What happens when you stop focusing on the stock market. (wsj.com) Bitcoin Will Charles Schwab ($SCHW) eventually launch its own spot Bitcoin ETF? (riabiz.com) The ETF industry keeps pushing the boundaries, now Bitcoin.

Marketing 216

Marketing Marketing Financial Advising Economy 216

Abnormal Returns

JANUARY 28, 2024

Also on the site An example where investing out of spite doesn't work out. (abnormalreturns.com) Top clicks this week Putting the past bear market into historical perspective. (awealthofcommonsense.com) Wealthy Americans are increasingly leaving their windows uncovered. (msn.com) What you need to know about all-time highs. (carsongroup.com) Lessons learned from the two-year bear market.

Portfolio 252

Portfolio Investing Investments Marketing 252

Abnormal Returns

JANUARY 24, 2024

China Hedge funds that bet big on China are shutting down. (straitstimes.com) How much is panic buying driving demand for AI chips? (axios.com) Apple How to enable Stolen Device Protection on your iOS device. (theverge.com) How Apple ($AAPL) will be a player in AI. (spyglass.org) How the Mac has survived 40 years. (theverge.com) Netflix Netflix ($NFLX) has nearly 261 million subscribers.

Media 228

Media Financial Advising Economy 228

Abnormal Returns

JANUARY 24, 2024

Podcasts Carl Richards and Joshua Brown give a personal glimpse into the moments that molded his financial perspective and approach to life (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Scott Rick who is the author of a new book, "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." (rationalreminder.libsyn.com) Christine Benz and Jeff Ptak talk elder care with Howard Gleckman who is the author of a new book called "Caring for Our Parents.

Retirement 253

Retirement Financial Advisor Financial Planning Media 253

Abnormal Returns

JANUARY 23, 2024

All-time highs What you need to know about all-time highs. (carsongroup.com) What happens after the stock market reaches a new all-time high. (awealthofcommonsense.com) Finance Some signs that the IPO window is opening. (axios.com) The FMX Futures Exchange is going to take on the CME ($CME) in interest rate futures. (wsj.com) Companies What is Tesla ($TSLA) worth without Elon Musk?

Financial Advising 147

Financial Advising Media Numbers Management 147

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. (kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. (podcasts.apple.com) Hiring RIAs need to think more broadly when it comes to hiring. (riabiz.com) Why women are still struggling to make progress in the world of financial advice.

Financial Planner 243

Financial Planner Wealth Management Retirement Planning Financial Advising 243

Abnormal Returns

JANUARY 14, 2024

Strategy On the importance of time when it comes to compounding. (humbledollar.com) You can only control your own behavior. (creativeplanning.com) Crypto What you need to know about the spot Bitcoin ETFs. (ft.com) The spot Bitcoin ETF is here. What comes next? (theblock.co) Should Vanguard prevent its customers from buying spot Bitcoin ETFs? (rogersplanning.blogspot.com) Finance Goldman Sachs ($GS) is expanding its lending business to the ultra-high net worth crowd.

Financial Advising 255

Financial Advising Engineering Food Economics 255

Abnormal Returns

JANUARY 14, 2024

Top clicks this week Six reasons to bullish. Six reasons to be bearish. (ritholtz.com) The periodic table of commodity returns over the past decade. (visualcapitalist.com) 34 hard-earned lessons including 'People are busy, distracted, and tired. Always follow up.' (thefp.com) Stock markets around the world are at or near their highs. (downtownjoshbrown.com) Good luck trying to pick the best performing asset class on a year-by-year basis.

Valuation 241

Valuation Assets Investing Investments 241

Abnormal Returns

JANUARY 10, 2024

Markets Anything can happen in the stock market over the short run. (awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. (morningstar.com) Bond investor sentiment has turned. (entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' (morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

JANUARY 10, 2024

Podcasts Barry Ritholtz talks with Michael Mauboussin about why it is so hard to buck the crowd. (ritholtz.com) Claer Barrett talks with Morgan Housel about his book "Same As Ever." (ft.com) Jim O'Shaughnessy talks with Jared Dillian about his new book "No Worries: How To Live a Stress-free Financial Life." (infiniteloopspodcast.com) Khe Hy talks with Manisha Thakor about separating your self-worth from your net-worth.

Investing 208

Investing Investments Financial Planning Retirement 208

Abnormal Returns

JANUARY 9, 2024

Markets The periodic table of commodity returns over the past decade. (visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. (entrylevel.topdowncharts.com) Alternatives Are private equity firms finally going to ramp up their exits via IPO? (ft.com) Venture capital volume is likely to stay muted in 2024. (institutionalinvestor.com) Carta is getting out of the secondary stock trading business.

Financial Advising 230

Financial Advising Media Economy Economics 230

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. (visualcapitalist.com) Strategy How to read all those market and economic forecasts. (morningstar.com) A look at different variants of the 60/40 portfolio. (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL.

Financial Advising 217

Financial Advising Media Economy Economics 217

Abnormal Returns

JANUARY 1, 2024

Podcasts Michael Kitces talks with Rob Nelson who is the CEO and Founder of NorthRock Partners about offering clients a wider set of services. (kitces.com) Thomas Kopelman on the power of backdoor Roth IRA conversions. (podcasts.apple.com) Advisers The RIA keeps taking market (and mind) share. (thinkadvisor.com) A review of the RIA world in 2023. (riabiz.com) Can a fiduciary adviser safely use AI-generated advice?

Retirement 225

Retirement Taxes Clients Marketing 225

Abnormal Returns

DECEMBER 23, 2023

Autos Automakers are struggling to meet their fuel efficiency targets. (theverge.com) Why the rollout of a national EV charging system has been so slow. (nytimes.com) Trucks and SUVs keep getting bigger. Pedestrians are paying the price. (slate.com) How the costs of car ownership have increased. (visualcapitalist.com) Some of the best cars of 2023 including the new Toyota ($TM) Prius.

Food 238

Food Financial Advising Media Accounting 238

Abnormal Returns

DECEMBER 14, 2023

Markets Some data matters more than others for the stock market. (theirrelevantinvestor.com) All the price trends are headed in the right direction. (capitalspectator.com) Global The FTSE 100 trades around 10x earnings. (economist.com) Why Japanese retail investors are notoriously equity-averse. (ft.com) Strategy Historically the stock market recovers to all-time highs, sometimes it just takes time.

Financial Advising 281

Financial Advising Retail Media Economy 281