Abnormal Returns

SEPTEMBER 25, 2023

(etf.com) Higher yields are going to be a headwind for risky asset classes. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession.

Financial Advising 254

Financial Advising Startup Economy Media 254

Abnormal Returns

DECEMBER 15, 2023

wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. entertainmentstrategyguy.com) Economy A soft landing is now consensus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 236

Startup License Financial Advising Media 236

Abnormal Returns

SEPTEMBER 26, 2023

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. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere.

Asset Allocation 263

Asset Allocation Financial Advising Assets Media 263

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. morningstar.com) Economy Housing is holding up U.S. ft.com) Earlier on Abnormal Returns Podcast links: an investing paradox. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 248

Financial Advising Media Economy Management 248

Abnormal Returns

NOVEMBER 6, 2023

(quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. craincurrency.com) Bankrupt FTX has assets to sell. abnormalreturns.com) Economy The quits rate is falling from historic highs. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience.

Financial Advising 227

Financial Advising Media Economy Economics 227

Abnormal Returns

JANUARY 26, 2024

awealthofcommonsense.com) How to think about the growth in money market fund assets. 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. semafor.com) Seed rounds are getting larger over time.

Financial Advising 157

Financial Advising Food Economy Media 157

Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. etf.com) Economy The July PCE price index increased 3.3% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 251

Financial Advising Media Economy Banking 251

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now.

Financial Advising 242

Financial Advising Startup Media Government 242

Abnormal Returns

DECEMBER 3, 2023

(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. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part.

Asset Allocation 225

Asset Allocation Financial Advising Startup Economy 225

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. 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 215

Financial Advising Startup Banking Manufacturing 215

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. 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

JUNE 5, 2023

washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? 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.

Financial Advising 171

Financial Advising Economy Media Government 171

Abnormal Returns

JUNE 6, 2023

(rcmalternatives.com) Using asset class return forecasts is a bad way to invest. klementoninvesting.substack.com) Are commodities a broken asset class? coindesk.com) Crypto-enthusiasts are pulling assets from Binance. axios.com) Economy The U.S. economy seems to have found a new equilibrium.

Financial Advising 130

Financial Advising Media Economy Assets 130

Abnormal Returns

JUNE 27, 2023

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. abnormalreturns.com) Adviser links: a decent place.

Asset Allocation 209

Asset Allocation Financial Advising Startup Valuation 209

Abnormal Returns

JUNE 1, 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. grist.org) This leveraged ETF has destroyed half of the capital invested. bloomberg.com) There is a boom in.ai

Insurance Coverage 204

Insurance Coverage Financial Advising Insurance Media 204

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 229

Financial Advising Retail Media Economy 229

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

Startup 215

Startup Financial Guidance Financial Advising Media 215

Abnormal Returns

OCTOBER 11, 2022

(theinformation.com) Bank of New York Mellon ($BK) will now custody crypto assets. wsj.com) Funds Stop investing based on your politics. danieldrezner.substack.com) Economy Do we need to throw the economy into recession to tame inflation? abnormalreturns.com) Adviser links: behavioral considerations.

Financial Advising 226

Financial Advising Economy Media Banking 226

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? behaviouralinvestment.com) Money market mutual fund assets are surging. 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 229

Startup Financial Advising Economy Media 229

Abnormal Returns

JULY 18, 2023

cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. morningstar.com) Strive Asset Management is toning down its anti-woke agenda. economist.com) Economy Industrial production fell in June 2023. abnormalreturns.com) Adviser links: something to look forward to.

Financial Advising 240

Financial Advising Media Financial Advisor Communication 240

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. thewaiterspad.com) Why you should spend as little time on investing as possible. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. abnormalreturns.com) Don't borrow money to invest.

Financial Advising 201

Financial Advising Startup Manufacturing Media 201

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. cnn.com) Economy Some additional signs that the economy is rolling over. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 215

Financial Advising Startup Economy Media 215

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. bloomberg.com) NEA is becoming a registered investment advisor. investmentnews.com) Why ETFs continue to gobble up new asset classes. investmentnews.com) Why ETFs continue to gobble up new asset classes. Then check out our weekly e-mail newsletter.

Startup 220

Startup Financial Advising Investment Advisor Insurance 220

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. awealthofcommonsense.com) Investing lessons learned from Julian Robertson. ft.com) Economy The August NFP report was 'solid.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 222

Startup Financial Advising Media Economy 222

Abnormal Returns

MAY 11, 2023

Markets What's the best asset to hold during a recession? morningstar.com) If you invest in stocks there are going to be extended periods of poor performance. foreignaffairs.com) Economy Disinflation is in place, but it doesn't give the Fed room to cut rates. variety.com) How fast is Starbucks ($SBUX) growing outside the U.S.?

Financial Advising 215

Financial Advising Media Economy Portfolio 215

Abnormal Returns

JULY 3, 2023

June 2023 How major asset classes performed in June 2023. awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. gregor.substack.com) An energy transition comes with stranded assets. 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

SEPTEMBER 6, 2022

Markets The performance of major asset classes in August 2022. klementoninvesting.substack.com) Finance Why the amount of passively managed assets is underestimated. ft.com) Companies ADT ($ADT) is getting investments from Allstate and Google. ft.com) Companies ADT ($ADT) is getting investments from Allstate and Google.

Financial Advising 130

Financial Advising Advertising Economy Media 130

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. nytimes.com) Economy Where various measures of the jobs market stand.

Startup 204

Startup Valuation Financial Advising Distribution 204

Abnormal Returns

JANUARY 25, 2023

(ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. noahpinion.substack.com) Economy The debt ceiling debate is ridiculous. abnormalreturns.com) Research links: an investing lifetime. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 225

Financial Advising Startup Media Retirement 225

Abnormal Returns

APRIL 17, 2023

whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. ft.com) Fund management Why asset managers should turn down problematic investors. netinterest.co) WisdomTree Investment's ($WT) biggest shareholder is open revolt against management. Markets The case for international stocks.

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

MARCH 1, 2023

Markets How major asset classes performed in February 2023. klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R. klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

DECEMBER 1, 2022

Markets How major asset classes performed in November 2022. economist.com) Carbon offsets Timberland manager, Manulife Investment Management, is getting into the forest-offset market. theconversation.com) Global Is China's stock market still even investable? ft.com) Economy The October PCE showed slowing inflation.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. ft.com) Economy This indicator doesn't show a recession yet. econbrowser.com) However manufacturing and construction now look like negatives for the economy. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: valuing your time.

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

Abnormal Returns

MARCH 31, 2023

novelinvestor.com) Finance Times are tough these days for investment bankers. institutionalinvestor.com) Where the first graduate's of Yale's asset management program landed. tomtunguz.com) Economy The February PCE came in at 5.0% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Distribution Media Economy 130

Abnormal Returns

MARCH 28, 2023

behaviouralinvestment.com) How to avoid investment complexity. morningstar.com) Asset location, 101. ft.com) Economy The January 2023 Case-Shiller numbers show a continued deceleration in home price gains. theirrelevantinvestor.com) Financial stresses are on the rise. abnormalreturns.com) Adviser links: hyperbole cycles.

Financial Advising 130

Financial Advising Banking Media Economy 130

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." behaviouralinvestment.com) Venture capital What's the relationship between gambling and (venture) investing?

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

SEPTEMBER 22, 2022

visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (morningstar.com) Breaking down which assets are still ripe for active management. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130