Abnormal Returns

NOVEMBER 14, 2024

Markets The Trump trades are already played out. sherwood.news) Finance Is tokenization the future of asset management? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Stocks aren't cheap. wsj.com) Apple Can Apple ($AAPL) ever top the iPhone?

Medicine 147

Medicine Financial Advising Media Economy 147

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

OCTOBER 31, 2023

Strategy Money market returns look good.almost too good. abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing."

Assets 260

Assets Financial Advising Media Economy 260

Abnormal Returns

AUGUST 5, 2022

Markets Crude oil prices are down to February levels. axios.com) Why the crypto market is smaller than reported. techcrunch.com) Startups are turning to the debt markets while the IPO window is shut. wsj.com) The CFTC is looking to close down prediction market PredictIt. wsj.com) Economy Sam Ro, "The U.S.

Assets 244

Assets Startup Financial Advising Media 244

Abnormal Returns

NOVEMBER 5, 2023

Markets Small and mid-cap stocks have badly lagged large caps. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. theirrelevantinvestor.com) Why you should avoid big investment shifts.

Assets 271

Assets Financial Advising Healthcare Economy 271

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. collabfund.com) Markets have to clear. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? April 2024 The S&P 500 lost 4.08% in April 2024. capitalspectator.com) Hedge funds are overexposed to momentum.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

SEPTEMBER 5, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Being an 'unwitting' Russian asset is apparently very lucrative. (abnormalreturns.com) Personal finance links: an essential skill. Then check out our weekly e-mail newsletter. defector.com)

Financial Advising 274

Financial Advising Manufacturing Economy Marketing 274

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. thinkadvisor.com) RIAs continue to move up market. riabiz.com) How AI could be deployed in financial advice.

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

Abnormal Returns

OCTOBER 14, 2024

Markets Checking in on the bull market, two years in. optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. arstechnica.com) How Elon Musk is both an asset and liability to his companies.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Abnormal Returns

OCTOBER 17, 2024

Markets Global market correlations are higher than they used to be, but aren't 1.0. wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. wsj.com) India's asset management market is fiercely competitive. ft.com) Real estate Publicly-trade homebuilders make up a growing share of the market.

Financial Advising 276

Financial Advising Communication Economy Assets 276

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. abnormalreturns.com) Adviser links: Roth crazy. calculatedriskblog.com) Consumption is weakening.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

JULY 15, 2024

Markets When it comes to markets, speed isn't always better. sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. abnormalreturns.com) A lifetime subscription is anything but.

Financial Advising 263

Financial Advising Wealth Management Assets Media 263

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. morningstar.com) Books An excerpt from Nathaniel Popper’s forthcoming "The Trolls of Wall Street: How Outcasts and Insurgents are Hacking the Markets." wsj.com) Market bubbles can have their upsides. abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

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. fastcompany.com) Startups Great companies create markets, not the other way around. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. riabiz.com) Fisher Investments is a unique asset. pehub.com) Advisers An advisory firm is people.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

SEPTEMBER 1, 2024

Markets The S&P 500 returned 2.43% in August 2023. on.spdji.com) There are too many markets at all-time highs to count. wsj.com) Good luck trying to time the stock market using valuation metrics. awealthofcommonsense.com) Market statistics can gloss over the big picture. Don't let anyone tell you otherwise.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

JULY 28, 2024

Markets A lot of stock market indices are sitting at all-time highs. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? allstarcharts.com) It's not just the U.S.

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

AUGUST 6, 2024

Markets A bear market need not a recession make. allstarcharts.com) Strategy It's easier to deal with market volatility in theory than in practice. news.crunchbase.com) Vanguard wants to provide low-cost access to private assets. danieldrezner.substack.com) Where the futures markets are putting the Fed Funds rate.

Financial Advising 264

Financial Advising Economy Media Assets 264

Abnormal Returns

OCTOBER 24, 2024

Markets Degeneracy has become a fixture of the current environment. howardlindzon.com) The stock market's biggest winners started out as small caps. blogs.cfainstitute.org) Now is a good time to be selling a private credit asset management firm. calculatedriskblog.com) The bifurcation of the housing market continues.

Investments 288

Investments Investing Startup Financial Advising 288

Abnormal Returns

SEPTEMBER 27, 2024

Markets Most stocks are working right now. youngmoney.co) Finance ETF assets in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theirrelevantinvestor.com) Some investments are an IQ test. downtownjoshbrown.com) It's easy to get distracted these days as an investor.

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. finance.yahoo.com) Finance Blackrock ($BLK) lost ETF market share in 2023. ft.com) Dallas continues to attract big financial firms. Then check out our weekly e-mail newsletter.

Financial Advising 285

Financial Advising Economy Media Assets 285

Abnormal Returns

NOVEMBER 6, 2023

Markets A five-step framework for reading market news. 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 273

Financial Advising Media Economy Numbers 273

Abnormal Returns

MARCH 5, 2024

Markets Industrials are leading. investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? allstarcharts.com) Congratulations, goldbugs.

Financial Advising 290

Financial Advising Media Economy Sales 290

Abnormal Returns

SEPTEMBER 26, 2023

Alternatives Private market access funds are all the rage. morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. abnormalreturns.com) Adviser links: building your bench. Then check out our weekly e-mail newsletter.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. capitalspectator.com) January's market rally was kinda junky. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. calculatedriskblog.com) The apartment market is loosening. wsj.com) In praise of activist short sellers.

Financial Advising 245

Financial Advising Media Assets Economy 245

Abnormal Returns

FEBRUARY 2, 2024

Markets Josh Brown, "Just please, no matter what you do, don’t say the G word. downtownjoshbrown.com) Just a reminder, markets are hard. ft.com) Finance The job market is hot for private credit professionals. econbrowser.com) How to use frozen Russian assets to benefit Ukraine. Never say it." unemployment rate.

Financial Advising 259

Financial Advising Economy Media Accounting 259

Abnormal Returns

JULY 1, 2024

Markets How major asset classes performed in June 2024. blockworks.co) Earlier on Abnormal Returns Adviser links: phased retirements. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) Large caps trounced mid and small-caps in June 2024.

Financial Advising 259

Financial Advising Media Retirement Assets 259

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: tuning out the noise. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.

Media 276

Media Financial Advising Economy Retail 276

Abnormal Returns

NOVEMBER 12, 2023

Markets U.S. allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? fortunesandfrictions.com) ETFs Why it isn't surprising that ETFs are gaining market share. doesn't have legalized prediction markets. wealthmanagement.com) Why seasonality matters.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

DECEMBER 8, 2022

Markets U.S. nytimes.com) Checking in on the state of the muni bond market. morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' blog.validea.com) The questions for alternative assets: how much do you need to own to move the needle?

Financial Advising 245

Financial Advising Media Assets Economy 245

Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. riabiz.com) How Micruity wants to be middleware for the annuity market.

Recruitment 255

Recruitment Financial Advising Retirement Insurance 255

Abnormal Returns

DECEMBER 18, 2023

Markets The VIX is at its lowest level since the onset of the pandemic. ft.com) Here are some more signs of market strength. wsj.com) Why we should give Ukraine frozen Russian assets now. calculatedriskblog.com) Mortgage rates have seemingly peaked but there is precious little supply on the market.

Financial Advising 276

Financial Advising Startup Media Government 276

Abnormal Returns

DECEMBER 15, 2023

disciplinefunds.com) Why the stock and bond markets are actually in disagreement. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. Rates Interest rates have peaked.

Startup 263

Startup License Financial Advising Media 263

Abnormal Returns

JUNE 22, 2023

Markets S&P 500 earnings estimates keep rising. axios.com) Commercial real estate is the original alternative asset class. savantwealth.com) Venture capital Venture capital firms are buying shares in the secondary market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Media Economy Assets 245

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. on.ft.com) Finance Why companies should leave the marketing of their IPO to the banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P SmallCap 600 was up 10.8%

Financial Advising 275

Financial Advising Media Manufacturing Economy 275