Abnormal Returns

NOVEMBER 13, 2023

(on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. theinformation.com) What rate of return do successful VCs need to get from their investments? wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy.

Education 247

Education Startup Financial Advising Economy 247

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 265

Financial Advising Valuation Retail Media 265

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. noahpinion.blog)

Financial Advising 232

Financial Advising Startup Economy Media 232

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% newsletter.abnormalreturns.com) Mixed media It's not just Twitter. year-over-year.

Financial Advising 232

Financial Advising Media Economy Banking 232

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 219

Financial Advising Startup Media Government 219

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 244

Asset Allocation Financial Advising Assets Media 244

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. newsletter.abnormalreturns.com) Mixed media Some news items you are unlikely to ever read. nytimes.com) The Marvel-cession visualized.

Startup 212

Startup License Financial Advising Media 212

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 159

Financial Advising Food Economy Media 159

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. newsletter.abnormalreturns.com) Mixed media The 15 best books of 2023 about behavior including "The Hungry Brain" by Stephen Guyenet.

Financial Advising 227

Financial Advising Media Economy Management 227

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. vulture.com)

Financial Advising 130

Financial Advising Media Economy Assets 130

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

Financial Advising 206

Financial Advising Media Economy Economics 206

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. seths.blog)

Asset Allocation 201

Asset Allocation Financial Advising Startup Economy 201

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. ft.com) Social media will change any future financial crisis. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. vox.com)

Startup 189

Startup Financial Guidance Financial Advising Media 189

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. 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.

Financial Advising 222

Financial Advising Media Financial Advisor Communication 222

Abnormal Returns

APRIL 17, 2023

whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. wealthmanagement.com) Media Warner Bros. 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. fastcompany.com)

Marketing 130

Marketing Marketing Media Financial Advising 130

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.' newsletter.abnormalreturns.com) Mixed media Sports betting is now live in Kansas. Then check out our weekly e-mail newsletter.

Startup 197

Startup Financial Advising Media Economy 197

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. on.spdji.com) Rates The Treasury market has become the hot new market.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

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. abnormalreturns.com) A list of the best investing blogs of 2023. newsletter.abnormalreturns.com) Mixed media Should company vacations be mandatory?

Financial Advising 189

Financial Advising Startup Banking Manufacturing 189

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 155

Financial Advising Economy Media Government 155

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. Prices are now rising again.

Asset Allocation 184

Asset Allocation Financial Advising Startup Valuation 184

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 180

Insurance Coverage Financial Advising Insurance Media 180

The Big Picture

MARCH 3, 2023

25 hours is the new 35.’ ( Wall Street Journal ) • Institutional Investors Are Using Reddit to Make Investment Decisions. And it’s not just Reddit — digital media from newsletters to TikTok are also playing a role. And it’s not just Reddit — digital media from newsletters to TikTok are also playing a role.

Digital Media 274

Digital Media Recruitment Consulting Assets 274

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? ritholtz.com) Risk parity has had a bad 2022.

Financial Advising 202

Financial Advising Economy Media Banking 202

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. morningstar.com) Why fund managers don't want to talk about skill.

Startup 205

Startup Financial Advising Economy Media 205

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." capitalspectator.com) The U.S. stock market is on a five-month winning streak.

Financial Advising 205

Financial Advising Retail Media Economy 205

The Big Picture

FEBRUARY 15, 2023

Financial Times ) • The Little Research Firm That Took On India’s Richest Man : Nate Anderson’s Hindenburg, named for the exploding airship, is locked in a battle with Gautam Adani, whose conglomerate is a pillar of the nation’s economy. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Capital has yet to follow.

Advertising 274

Advertising Media Startup Retail 274

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 177

Financial Advising Startup Manufacturing Media 177

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. (awealthofcommonsense.com) GMO loves deep value stocks. ft.com) FTX Bankruptcy courts were not built to unwind crypto messes like FTX.

Financial Advising 189

Financial Advising Startup Economy Media 189

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

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. nytimes.com)

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

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 194

Startup Financial Advising Investment Advisor Insurance 194

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 189

Financial Advising Media Economy Portfolio 189

The Big Picture

MAY 10, 2023

Chief Investment Officer ) • Housing-Strapped States Reach for a Fraught Fix: the ‘Builder’s Remedy’ State laws that allow developers to sidestep local zoning rules have been implemented in California and Massachusetts — but affluent suburbs often resist. Now it has its sights set on entertainment—and an entire alternative economy.

Startup 144

Startup Wealth Management Assets Economy 144

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 180

Startup Valuation Financial Advising Distribution 180

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. riabiz.com) How do active managers justify their own work? msn.com) Some surprising facts about Japan.

Financial Advising 201

Financial Advising Startup Media Retirement 201

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

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.

Financial Advising 130

Financial Advising Media Valuation Assets 130