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 223

Financial Advising Economy Media Economics 223

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 194

Financial Advising Media Retirement Assets 194

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

Education 254

Education Startup Financial Advising Economy 254

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? Posting on social media is down across the board.

Financial Advising 238

Financial Advising Media Economy Banking 238

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 226

Financial Advising Startup Media Government 226

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 239

Financial Advising Startup Economy Media 239

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? newsletter.abnormalreturns.com) Mixed media Some news items you are unlikely to ever read.

Startup 218

Startup License Financial Advising Media 218

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 250

Asset Allocation Financial Advising Assets Media 250

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

Financial Advising 233

Financial Advising Media Economy Management 233

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) Are you a financial adviser looking for some out-of-the-box thinking? whitecoatinvestor.com) Crypto SBF's conviction doesn't really change much for crypto.

Financial Advising 212

Financial Advising Media Economy Economics 212

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Thirty years, not so much.

Financial Advising 208

Financial Advising Media Retirement Assets 208

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. abnormalreturns.com) Adviser links: something to look forward to.

Financial Advising 226

Financial Advising Media Financial Advisor Communication 226

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.

Startup 194

Startup Financial Guidance Financial Advising Media 194

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 162

Financial Advising Food Economy Media 162

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 162

Financial Advising Retail Manufacturing Media 162

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? newsletter.abnormalreturns.com) Mixed media Sports betting is now live in Kansas.

Startup 202

Startup Financial Advising Media Economy 202

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. abnormalreturns.com) A list of the best investing blogs of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 194

Financial Advising Startup Banking Manufacturing 194

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

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 207

Asset Allocation Financial Advising Startup Economy 207

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 188

Asset Allocation Financial Advising Startup Valuation 188

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. How about Russia?

Insurance Coverage 184

Insurance Coverage Financial Advising Insurance Media 184

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 201

Financial Advising Startup Portfolio Media 201

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 209

Financial Advising Retail Media Economy 209

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 157

Financial Advising Economy Media Government 157

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.

Marketing 130

Marketing Marketing Media Financial Advising 130

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 181

Financial Advising Startup Manufacturing Media 181

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 199

Startup Financial Advising Investment Advisor Insurance 199

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 194

Financial Advising Media Economy Portfolio 194

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

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. nytimes.com) FTX, SBF and affiliates made all manner of investments. novelinvestor.com) Media Why Netflix ($NFLX) will continue to push into live sports. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 185

Asset Allocation Financial Advising Media Engineering 185

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 206

Financial Advising Economy Media Banking 206

Abnormal Returns

JULY 25, 2023

(fortunesandfrictions.com) Strategy Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers."

Financial Advising 130

Financial Advising Media Engineering Sales 130

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 205

Financial Advising Startup Media Retirement 205

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 209

Startup Financial Advising Economy Media 209

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) GMO loves deep value stocks. abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 194

Financial Advising Startup Economy Media 194

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

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." (wsj.com) Fund management What are the most owned private companies in mutual fund portfolios?

Financial Advising 130

Financial Advising Media Valuation Assets 130