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Monday links: asset allocation magic

Abnormal Returns

Strategy There's nothing magic about asset allocation. morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. newyorker.com) Earlier on Abnormal Returns Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: dislocated from reality

Abnormal Returns

morningstar.com) Alternative assets are not all that alternative. integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession. abnormalreturns.com) Adviser links: building your bench.

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Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing

Meb Faber Research

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

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Sunday links: poor listeners

Abnormal Returns

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newyorker.com) Venture capital More VC funds are running out time while still holding investments. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: the case for diversification

Abnormal Returns

Strategy High uncertainty decisions, like investing, are by definition difficult. 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. Prices are now rising again.

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Friday links: not out of the woods

Abnormal Returns

neckar.substack.com) The best asset allocation is one you can stick with. nytimes.com) FTX, SBF and affiliates made all manner of investments. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) FTX FTX has filed for bankruptcy. billion.

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Adviser links: setting expectations

Abnormal Returns

wiredplanning.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the changing landscape for financial advisors. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences.