Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Adviser links: a reliable support system. dariusforoux.com) Why you should write more.

Financial Advising 255

Financial Advising Media Economy Sales 255

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 250

Marketing Marketing Financial Advising Manufacturing 250

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 266

Financial Advising Valuation Retail Media 266

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 218

Financial Advising Economy Media Economics 218

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? ft.com) Earlier on Abnormal Returns Adviser links: exclusivity and personalization.

Education 248

Education Startup Financial Advising Economy 248

Abnormal Returns

FEBRUARY 7, 2024

(albertbridgecapital.com) Some classic investing lessons from Ed Thorp. apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Incentives matter when it comes to capital providers.

Financial Advising 190

Financial Advising Media Retirement Assets 190

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. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 245

Asset Allocation Financial Advising Assets Media 245

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 233

Financial Advising Startup Economy Media 233

Abnormal Returns

DECEMBER 15, 2023

wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop.

Startup 213

Startup License Financial Advising Media 213

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. 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? abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 228

Financial Advising Media Economy Management 228

Abnormal Returns

NOVEMBER 6, 2023

(quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. craincurrency.com) Bankrupt FTX has assets to sell. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 207

Financial Advising Media Economy Economics 207

Abnormal Returns

JULY 31, 2023

Markets Every major asset class is up YTD. awealthofcommonsense.com) Don't let news dictate your investing strategy. dariusforoux.com) Successful investing is ultimately a creative act. nytimes.com) Earlier on Abnormal Returns Adviser links: optimizing the wrong thing. Thirty years, not so much.

Financial Advising 205

Financial Advising Media Retirement Assets 205

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Companies Berkshire Hathaway ($BRK.A)

Financial Advising 233

Financial Advising Media Economy Banking 233

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. wsj.com) Why we should give Ukraine frozen Russian assets now. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 220

Financial Advising Startup Media Government 220

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.

Insurance Coverage 181

Insurance Coverage Financial Advising Insurance Media 181

Abnormal Returns

JANUARY 26, 2024

awealthofcommonsense.com) How to think about the growth in money market fund assets. abnormalreturns.com) An example where investing out of spite doesn't work out. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 159

Financial Advising Food Economy Media 159

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 190

Startup Financial Guidance Financial Advising Media 190

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.spdji.com) Rates The Treasury market has become the hot new market.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

JUNE 21, 2023

Strategy Avoiding big errors plays a big role in investment success. pitchbook.com) The founders of Two Sigma Investments are at loggerheads. axios.com) Fund management Global ETF assets under management are at a new record $10.32 abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 197

Financial Advising Startup Portfolio Media 197

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. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023. etftrends.com) Economy Is the U.S.

Financial Advising 190

Financial Advising Startup Banking Manufacturing 190

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 185

Asset Allocation Financial Advising Startup Valuation 185

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

Asset Allocation 202

Asset Allocation Financial Advising Startup Economy 202

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. abnormalreturns.com) Don't borrow money to invest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 178

Financial Advising Startup Manufacturing Media 178

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.” abnormalreturns.com) Adviser links: optimizing the wrong thing. capitalspectator.com) The U.S.

Financial Advising 206

Financial Advising Retail Media Economy 206

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

Startup 196

Startup Financial Advising Investment Advisor Insurance 196

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? variety.com) How fast is Starbucks ($SBUX) growing outside the U.S.?

Financial Advising 190

Financial Advising Media Economy Portfolio 190

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. abnormalreturns.com) Adviser links: sharing your expertise.

Financial Advising 130

Financial Advising Media Economy Assets 130

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. abnormalreturns.com) Adviser links: something to look forward to. morningstar.com) Index construction has changed over time.

Financial Advising 223

Financial Advising Media Financial Advisor Communication 223

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. econbrowser.com) Earlier on Abnormal Returns Adviser links: sharing your expertise. (barrons.com) AI has put a charge back into the tech industry.

Financial Advising 155

Financial Advising Economy Media Government 155

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

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

MARCH 27, 2023

(bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing. blairbellecurve.com)

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 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. 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 198

Startup Financial Advising Media Economy 198

Abnormal Returns

APRIL 5, 2023

rationalreminder.libsyn.com) Investing The stock market is in a drawdown more often than not. tonyisola.com) What are the best asset to leave to charity? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner?

Ethics 182

Ethics Financial Planner Financial Advising Financial Planning 182

Abnormal Returns

APRIL 17, 2023

podcasts.apple.com) The biz Why Dynasty Financial Partners and MarketCounsel are investing more in compliance software provider SmartRIA. ritholtz.com) Advisers Donor advised funds continue to rake in assets. financial-planning.com) Why do people 'break up' with their financial advisers?

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

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. abnormalreturns.com) Adviser links: behavioral considerations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Stocks are the same."

Financial Advising 203

Financial Advising Economy Media Banking 203

Abnormal Returns

JANUARY 25, 2023

ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. abnormalreturns.com) Research links: an investing lifetime. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? hbr.org) Funds A rising percentage of ETF trades occur off-exchange.

Financial Advising 202

Financial Advising Startup Media Retirement 202

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? behaviouralinvestment.com) Money market mutual fund assets are surging. abnormalreturns.com) Adviser links: spreadsheet knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Startup 206

Startup Financial Advising Economy Media 206