Abnormal Returns

JUNE 27, 2023

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. morningstar.com) Economy Home prices peaked June 2022. calculatedriskblog.com) New home sales are on the rise.

Asset Allocation 194

Asset Allocation Financial Advising Startup Valuation 194

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. ft.com) Economy The August NFP report was 'solid.' wsj.com) Heavy truck sales are still hanging in there. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Companies Starbucks ($SBUX) has a new CEO.

Startup 208

Startup Financial Advising Media Economy 208

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

APRIL 26, 2023

axios.com) First Republic ($FRC) is contemplating major asset sales. theverge.com) Economy With everything thrown at the U.S. economy why hasn't it tipped into recession? wsj.com) Falling box sales point to slowing online sales. First Republic First Republic ($FRC) shows the banking crisis isn't over yet.

Electronics 130

Electronics Financial Advising Sales Economy 130

Brown Advisory

SEPTEMBER 6, 2022

The chart below shows global sales of wafer factory equipment with clear cycles over the past 14 years. It is not just Asset Heavy Industries with Capital Cycles The capital cycle is not restricted to asset intensive industries. In the manufacturing process, supply comes on in large increments using over U.S.$15bn

Investing 52

Investing Investments Insurance Ethics 52

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

Aleph

JANUARY 14, 2023

There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.” There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone.

Math 59

Math Assets Government Engineering 59