Abnormal Returns

MAY 5, 2024

billion in assets in 28 ETFs. npr.org) Economy Q2 GDP is tracking above 3.0%. calculatedriskblog.com) Two reasons why the economy is still so strong. apolloacademy.com) The labor economy continues to soften. newsletter.abnormalreturns.com) Mixed media For better or worse, Nashville is rapidly transforming.

Financial Advising 184

Financial Advising Medical Economy Media 184

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APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be. lefsetz.com)

Asset Allocation 245

Asset Allocation Financial Advising Startup Assets 245

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AUGUST 5, 2022

wsj.com) Economy Sam Ro, "The U.S. newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 187

Assets Startup Financial Advising Media 187

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 217

Financial Advising Economy Media Economics 217

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DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Financial media The financial media lapped up stories of "organized retail crime." ft.com) Economy Consumers are finally pushing back against higher prices. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 217

Media Financial Advising Retail Economy 217

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy. Crypto The crypto industry is at a crossroads, post-FTX. wsj.com) How did Singapore get so rich?

Education 245

Education Startup Financial Advising Economy 245

Abnormal Returns

APRIL 5, 2024

wsj.com) Fund management How the new Hunterbrook Media-Hunterbook Capital model will work. morningstar.com) Buffered ETFs are continuing to gain assets. wsj.com) Economy The March NFP report was 'uniformly positive.' newsletter.abnormalreturns.com) Mixed media Every company eventually ends up in the advertising business.

Financial Advising 218

Financial Advising Advertising Media Economy 218

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. biopharmadive.com) Economy Heavy truck sales increased in February. newsletter.abnormalreturns.com) Mixed media Ian Bogost, "When you do send emails, make sure that you’re expecting no reply. microcapclub.com) Being fearful is no way to invest.

Financial Advising 252

Financial Advising Media Economy Sales 252

Abnormal Returns

FEBRUARY 2, 2024

econbrowser.com) How to use frozen Russian assets to benefit Ukraine. nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% bonddad.blogspot.com) A stronger economy, for now, means higher mortgage rates.

Financial Advising 193

Financial Advising Economy Media Accounting 193

Abnormal Returns

MARCH 13, 2024

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." newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever.

Financial Advising 264

Financial Advising Valuation Retail Media 264

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theinformation.com) Economy State coincident indicators show a slowing economy. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise.

Financial Advising 219

Financial Advising Economy Media Assets 219

Abnormal Returns

SEPTEMBER 1, 2022

readthegeneralist.com) Economy Jobless claims have stopped going up. newsletter.abnormalreturns.com) Mixed media A positive review of Matthew Ball's "The Metaverse: And How It Will Revolutionize Everything." (economist.com) Football Real Madrid's new stadium is nearing completion. ft.com) Barcelona FC is under real financial pressure.

Assets 130

Assets Financial Advising Media Economy 130

Abnormal Returns

MARCH 8, 2024

spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. podcasts.apple.com) Matt Reustle talks with James Wilson, who is a fund manager at Phoenix Asset Management, about CNX Resources ($CNX). joincolossus.com) Roben Farzad talks all things media with Josh Tyrangiel.

Economy 189

Economy Media Management Banking 189

Abnormal Returns

SEPTEMBER 25, 2023

etf.com) Higher yields are going to be a headwind for risky asset classes. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. newsletter.abnormalreturns.com) Mixed media Personal sharing is booming on LinkedIn. noahpinion.blog)

Financial Advising 231

Financial Advising Startup Economy Media 231

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. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes.

Asset Allocation 236

Asset Allocation Financial Advising Media Assets 236

Abnormal Returns

AUGUST 31, 2023

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. Posting on social media is down across the board. ft.com) Companies Berkshire Hathaway ($BRK.A) year-over-year.

Financial Advising 231

Financial Advising Media Economy Banking 231

Abnormal Returns

DECEMBER 18, 2023

bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now. newsletter.abnormalreturns.com) Mixed media How fringe technologies become mainstream. om.co) How male and female entrepreneurs are treated differently in the media.

Financial Advising 218

Financial Advising Startup Media Government 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 157

Financial Advising Media Economy Economics 157

Abnormal Returns

FEBRUARY 29, 2024

(theatlantic.com) Global Western countries are debating what to do with Russia's frozen assets. semafor.com) Economy Personal income and spending were healthy in January. newsletter.abnormalreturns.com) Mixed media Everybody is selling your data to help train AI models. bbc.com) Japan's marriage rate is at historic lows.

Financial Advising 210

Financial Advising Media Economy Banking 210

Abnormal Returns

MARCH 1, 2024

February 2024 A look at asset class performance for February 2024. washingtonpost.com) Economy Ten reasons why the Fed won't cut in 2024. newsletter.abnormalreturns.com) Mixed media It's no longer surprising, but America's department stores are in terminal decline. allstarcharts.com) Small cap stocks are still down on the year.

Financial Advising 212

Financial Advising Media Economy Assets 212

Abnormal Returns

OCTOBER 2, 2023

September 2023 How major asset classes performed in September 2023. cnbc.com) Global The costs of the war in Ukraine are adding up for the Russian economy. snippet.finance) Economy American households are in pretty good financial shape. capitalspectator.com) How factors have performed YTD. ft.com) Buybacks are not just a U.S.

Financial Advising 245

Financial Advising Financial Advice Economy Media 245

Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. sportico.com) Economy National homebuilder confidence dropped in November. newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard.

Asset Allocation 231

Asset Allocation Financial Advising Insurance Communication 231

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. newsletter.abnormalreturns.com) Mixed media There is a difference between predicting and reacting.

Asset Allocation 242

Asset Allocation Financial Advising Assets Media 242

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 177

Financial Advising Startup Valuation Economy 177

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

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

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. 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? visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 202

Financial Advising Media Economy Economics 202

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. variety.com) Why every cable outlet is running reruns.

Startup 211

Startup License Financial Advising Media 211

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. newsletter.abnormalreturns.com) Mixed media Alcohol use disorder is widely undertreated. mentalfloss.com)

Financial Advising 216

Financial Advising Medical Economy Economics 216

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. morningstar.com) Economy Housing is holding up U.S. newsletter.abnormalreturns.com) Mixed media The 15 best books of 2023 about behavior including "The Hungry Brain" by Stephen Guyenet. bonddad.blogspot.com) Good luck forecasting the next recession.

Financial Advising 226

Financial Advising Media Economy Management 226

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%. tker.co) On the divergence between consumer sentiment and the economy. (wsj.com) Close-end fund discounts are at historically high levels. politico.com) Why the U.S.

Financial Advising 216

Financial Advising Economics Economy Manufacturing 216

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% newsletter.abnormalreturns.com) Mixed media Leveraging your reputation for wealth comes with consequences. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023.

Financial Advising 217

Financial Advising Advertising Economy Retail 217

Abnormal Returns

NOVEMBER 6, 2023

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. whitecoatinvestor.com) Crypto SBF's conviction doesn't really change much for crypto.

Financial Advising 204

Financial Advising Media Economy Economics 204

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. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. theverge.com) When devices go obsolete.

Asset Allocation 201

Asset Allocation Financial Advising Startup Economy 201

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. economist.com) Economy Industrial production fell in June 2023. newsletter.abnormalreturns.com) Mixed media Later afternoon has become a bit of a dead zone in the hybrid work era.

Financial Advising 223

Financial Advising Media Financial Advisor Communication 223

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. newsletter.abnormalreturns.com) Mixed media Disney ($DIS) trips have gotten overwhelmingly complicated. on.spdji.com) Strategy Overconfidence is a killer for investors.

Financial Advising 236

Financial Advising Taxes Manufacturing Media 236

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 189

Financial Advising Media Economy Economics 189