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 218

Financial Advising Economics Economy Manufacturing 218

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs. ft.com) Americans are driving more, but still below pre-pandemic levels.

Asset Allocation 235

Asset Allocation Financial Advising Media Assets 235

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. wsj.com) The economic schedule for the coming week. on.spdji.com) Some of the best charts of 2023.

Financial Advising 218

Financial Advising Medical Economy Economics 218

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 218

Financial Advising Advertising Economy Retail 218

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. Then check out our weekly e-mail newsletter.

Financial Advising 159

Financial Advising Media Economy Economics 159

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. Alternatives Private market access funds are all the rage.

Asset Allocation 244

Asset Allocation Financial Advising Assets Media 244

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% newsletter.abnormalreturns.com) Mixed media How can you write about technology and not be optimistic?

Financial Advising 203

Financial Advising Media Economy Economics 203

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. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat. nytimes.com)

Financial Advising 206

Financial Advising Media Economy Economics 206

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 180

Financial Advising Startup Valuation Economy 180

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 201

Asset Allocation Financial Advising Startup Economy 201

Abnormal Returns

JUNE 26, 2023

slate.com) Economy The Misery Index is falling rapidly. newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. thinkadvisor.com) Aaron Brown, "When the economics of EMH is added to the mathematics of MPT, you get the financial revolution that created the Capital Asset Pricing Model and its many descendants."

Financial Advising 188

Financial Advising Media Economy Economics 188

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. 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. The rest is simply an execution problem."

Financial Advising 222

Financial Advising Media Financial Advisor Communication 222

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. newsletter.abnormalreturns.com) Mixed media 27 lessons Ryan Holiday has learned from doing his podcast.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

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 189

Financial Advising Portfolio Management Economy Media 189

The Big Picture

NOVEMBER 13, 2023

BBC ) • First-Gen Social Media Users Have Nowhere to Go : The collective erosion of X, Instagram, and Facebook marks a turning point for millennials, who are outgrowing a constant need to be plugged in. Wired ) see also How Social Media Shapes Economic Perception : tiktok, inflation vs jobs, and discontent.

Media 130

Media Assets Food Economics 130

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 172

Financial Advising Startup Banking Media 172

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.' drorpoleg.com)

Financial Advising 226

Financial Advising Startup Banking Communication 226

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

The Big Picture

OCTOBER 31, 2022

A downturn in the market doesn’t always precede a downturn in the economy. It’s hard to completely dismiss this as a leading indicator and I’m not here to do that, but while most drawdowns of this magnitude have led to economic contractions, they haven’t always. At its low, the S&P 500 was 25% below its high. Irrelevant Investor ).

Engineering 261

Engineering Economics Assets Media 261

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. (wsj.com) JP Morgan ($JPM) has sidestepped the worst loans of 2022. A grim analysis.

Financial Advising 146

Financial Advising Economics Media Economy 146

Discipline Funds

JUNE 29, 2023

We said the economy was most likely to be “bumpy” this year with a moderately higher chance of a smooth landing and a low chance of a hard landing. Higher interest rates exacerbate credit risk across the economy as credit rolls over into the new higher rate regime and demand for loans slows.

Economics 52

Economics Distribution Economy Assets 52

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? newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. 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? newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. morningstar.com) Economy The August PCE price index increased 6.2% realpage.com) Companies are still hiring even though there are signs of economic weakness. institutionalinvestor.com) Options trading is booming. year-over-year.

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. maxread.substack.com).

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. newsletter.abnormalreturns.com) Mixed media 'Perfect storms' seem to be happening all the time now. compoundadvisors.com) Crypto Bitcoin is no stock market hedge.

Financial Advising 130

Financial Advising Media Economy Economics 130

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Trade Brains

OCTOBER 19, 2023

The Business Standard provides the latest news about the Economy, Finance, Current Affairs, International Management, Personal Finance, etc. This newspaper is published by HT Media, a Delhi-based media group that is controlled by the KK Birla family and also publishes Hindustan Times. a subsidiary of the media house TV18.

Marketing 59

Marketing Marketing Media Economics 59

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. My end-of-week morning train WFH reads: • Inflation undershoot? Narrative shifts again. But as impressive U.S.

Engineering 239

Engineering Valuation Communication Media 239

Dear Mr. Market

JULY 8, 2023

Throughout the past year, a chorus of voices emerged, proclaiming that the global economy was teetering on the edge of a precipice. They cited various factors, including rising inflation, geopolitical tensions, and lingering effects of the pandemic, as harbingers of an impending economic downturn.

Economics 111

Economics Economy Media Marketing 111

SEI

AUGUST 22, 2022

Investments and economy. Media mention. Due to the economic downturn in the first half of the year, more investors have begun searching for outside help to weather this environment. Aside from the impact on asset values, the effect on the OCIO business was minimal, said Paul Klauder , head of the Institutional Group.

Nonprofit 40

Nonprofit Retirement Planning Healthcare Media 40

Yardley Wealth Management

MAY 18, 2022

So there is a bit of a perverse inverse relationship between having the skills that go into being a good forecaster and having the skills that go into being an effective media presence.” inflation from 1927–2020. Bottom line, it had not.

Investing 52

Investing Investments Economics Portfolio 52

Nationwide Financial

JANUARY 19, 2023

Due to inflation concerns, clients may hold onto large portions of their assets in cash, which could adversely affect their financial plans. – Nationwide Financial Tips for managing inflation anxiety It can be a helpful reminder for anxious clients that the economy is not under their control. But what is?

Clients 52

Clients Planning Financial Planning Investing 52

Investing Caffeine

JANUARY 3, 2023

The stock market receives most of the media glory and reporting, however the bond market is the Rodney Dangerfield of asset classes, it “gets no respect.” Why in particular did bonds perform so poorly this year, when they commonly outperform in slow or recessionary economic conditions? Typically, during weak stock markets (i.e.,

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

MARCH 1, 2022

And that is why the vast majority of media outlets are drawn to negativity, just as mosquitos are attracted to bug zappers. As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2%

Economics 59

Economics Accounting Advertising CFP 59

Carson Wealth

MARCH 2, 2023

While the FIRE (Financial Independence, Retire Early) movement has been spreading like, well, wildfire on social media, that’s not what we’re talking about here. Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. How Early Is Early?

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. billion in client assets. Ron Carson…need we say more? Marguerita Cheng.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116