Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 245

Asset Allocation Financial Advising Media Assets 245

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? ft.com) Economy Q4 GDP is tracking at 2%. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. tker.co) On the divergence between consumer sentiment and the economy.

Financial Advising 239

Financial Advising Economics Economy Manufacturing 239

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along.

Financial Advising 239

Financial Advising Medical Economy Economics 239

Abnormal Returns

APRIL 5, 2024

morningstar.com) Buffered ETFs are continuing to gain assets. wsj.com) Economy The March NFP report was 'uniformly positive.' calculatedrisk.substack.com) Americans are confusing the current economic situation with their hopes for the future. advisorperspectives.com) Why UK labor looks like a bargain right now.

Financial Advising 242

Financial Advising Advertising Media Economy 242

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% ritholtz.com) Seven economic myths including that the consumer is 'tapped out.' bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents.

Financial Advising 241

Financial Advising Advertising Economy Retail 241

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. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 263

Asset Allocation Financial Advising Assets Media 263

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. wsj.com) It's been a long time coming.

Financial Advising 227

Financial Advising Media Economy Economics 227

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 190

Financial Advising Startup Valuation Economy 190

Abnormal Returns

JUNE 26, 2023

slate.com) Economy The Misery Index is falling rapidly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (traderfeed.blogspot.com) Companies Amazon ($AMZN) is building out the Amazon Hub Delivery. axios.com) Dustin Moskovitz now owns a majority of shares in Asana ($ASAN).

Financial Advising 214

Financial Advising Media Economy Economics 214

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken?

Asset Allocation 225

Asset Allocation Financial Advising Startup Economy 225

Abnormal Returns

NOVEMBER 9, 2023

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? calculatedriskblog.com) The many ways that (social) media shapes economic sentiment.

Financial Advising 157

Financial Advising Media Economy Economics 157

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. advisorperspectives.com) Americans aren't used to economic volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 157

Financial Advising Retail Manufacturing Media 157

Abnormal Returns

AUGUST 3, 2023

wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat.

Financial Advising 215

Financial Advising Portfolio Management Economy Media 215

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 189

Financial Advising Startup Banking Media 189

Abnormal Returns

JULY 18, 2023

morningstar.com) Strive Asset Management is toning down its anti-woke agenda. wsj.com) China is not panicked, yet, about economic growth. 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 240

Financial Advising Media Financial Advisor Communication 240

Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. theatlantic.com) Economy The jobs market is simultaneously hot and cold. tker.co) Five reasons why pundits continue to underestimate the economy including 'Covid's effects are weird and wild and hard to understand.'

Financial Advising 242

Financial Advising Startup Banking Communication 242

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. wsj.com) Economy The banking crisis stems directly from the pandemic.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

NOVEMBER 13, 2022

on.ft.com) Todd Wenning, "Not every brand is a defensible asset." fatherly.com) Economy The stock market may have already priced in the worst economic news. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 144

Financial Advising Economics Media Economy 144

Abnormal Returns

JULY 20, 2023

blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. npr.org) Economy Jobless claims are not breaking out, yet. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." morningstar.com) Economy The August PCE price index increased 6.2% year-over-year. calculatedriskblog.com) The U.S.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

OCTOBER 14, 2022

(bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." npr.org) Economy Retail sales are pointing to weaker growth. npr.org) Economy Retail sales are pointing to weaker growth.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 12, 2022

caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130

Abnormal Returns

APRIL 17, 2024

on.ft.com) Finance Citadel is backing Hidden Road which provides prime-brokerage services for a variety of markets, including FX, precious metals and digital assets. thecooldown.com) Economy It's not clear that monetary policy can do much about inflation at this point. pcdn.co) Want an EV? Then check out our weekly e-mail newsletter.

Financial Advising 167

Financial Advising Media Economy Economics 167

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009.

Investing 52

Investing Investments Insurance Ethics 52

Abnormal Returns

APRIL 26, 2023

axios.com) First Republic ($FRC) is contemplating major asset sales. theverge.com) Economy With everything thrown at the U.S. economy why hasn't it tipped into recession? theirrelevantinvestor.com) Rapidly falling diesel prices point to an economic slowdown. axios.com) Finance The bloom is off the private equity rose.

Electronics 130

Electronics Financial Advising Sales Economy 130

Brown Advisory

JANUARY 1, 2023

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. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

MARCH 31, 2024

radreads.co) When an asset has no intrinsic value, i.e. gold, you have more decisions to make. nber.org) Economy Why the odds of a June rate cut are falling. stayathomemacro.substack.com) The puzzle of economic performance under Republic and Democratic administrations. econbrowser.com) The economic schedule for the coming week.

License 267

License Financial Advising Economics Media 267

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 258

Financial Advising Economy Media Government 258

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. We also do a lot of polling with financial advisors.

Management 268

Management Assets Portfolio Investing 268

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. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130