Abnormal Returns

APRIL 7, 2023

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. bonddad.blogspot.com) The ISM services number is in steep decline. Strategy What does ChatGPT know about investing?

Startup 229

Startup Financial Advising Economy Media 229

Abnormal Returns

SEPTEMBER 28, 2022

morningstar.com) FTX FTX won the auction to buy the assets of bankrupt (coindesk.com) FTX.US theguardian.com) Economy The July Case-Shiller numbers shows a deceleration in home prices. abnormalreturns.com) Adviser links: changing relationships. wsj.com) Don't fight the last war: this isn't 2008. It depends.

Financial Advising 236

Financial Advising Media Management Economy 236

Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. theconversation.com) Firearms are the number one cause of death for U.S. theatlantic.com) Economy The jobs market is simultaneously hot and cold. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 242

Financial Advising Startup Banking Communication 242

Abnormal Returns

JULY 6, 2023

economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India. theconversation.com) Economy The quit rate continues to slow.

Economics 195

Economics Startup Financial Advising Media 195

Abnormal Returns

MARCH 20, 2023

bloomberg.com) Rising rates are still working their way through the markets and economy. allstarcharts.com) New York Community Bank is acquiring Signature Bank but not its crypto assets. cnbc.com) When will weakness in the tech sector spill over into the broader economy? Markets Treasury market liquidity is not great.

Financial Advising 130

Financial Advising Banking Economy Media 130

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. npr.org) An increasing number of guns are being stolen out cars these days.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

MARCH 28, 2023

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. bloomberg.com) Nine things you shouldn't do via e-mail.

Financial Advising 130

Financial Advising Banking 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? apricitas.io) There are a near-record number of housing units currently under construction. (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Abnormal Returns

OCTOBER 4, 2022

wsj.com) Asset managers are struggling to get employees back in the office. institutionalinvestor.com) Economy Job openings are evaporating, per the August JOLTs report. abnormalreturns.com) Adviser links: more than the numbers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Math 130

Math Financial Advising Media Economy 130

Abnormal Returns

SEPTEMBER 20, 2023

citywire.com) Goldman Sachs Asset Management has raised more than $14 billion to buy secondary stakes in PE funds. ft.com) Writing online Casey Newton, "There are a shocking number of unfilled niches in paid newsletters." neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts.

Financial Advising 250

Financial Advising Valuation Media Economy 250

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. We enjoy our Book Club and a number of titles we have read this year are noted throughout4.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

SEPTEMBER 6, 2022

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. 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. Recently governments in the U.S.,

Investing 52

Investing Investments Insurance Ethics 52

Aleph

JANUARY 14, 2023

Jan 08, 2023 Culture US birth rates are at record lows – even though the number of kids most Americans say they want has held steady [link] There is no mystery here. If you don’t have children while young, odds decrease that you will have children, and a higher number of them. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

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