Abnormal Returns

NOVEMBER 29, 2023

arstechnica.com) Paying zero interest rates: why it's good to be a bank. frontofficesports.com) Economy The pandemic messed with economic data gathering (and analysis). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Do we really need a spot Bitcoin ETF?

Financial Advising 242

Financial Advising Media Economy Economics 242

Abnormal Returns

MARCH 20, 2024

apolloacademy.com) How much longer can banks and office owners push out loan expirations? 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 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

DECEMBER 5, 2023

advisorperspectives.com) Why banks feel the need to enter the private credit business. institutionalinvestor.com) Economy Per the October JOLTS reports, jobs openings are falling. calculatedriskblog.com) Economic growth is right at trend. abnormalreturns.com) Adviser links: structuring compensation. year-over-year.

Financial Advising 248

Financial Advising Media Retirement Economy 248

Abnormal Returns

NOVEMBER 25, 2022

thereformedbroker.com) The S&P 500 is not the economy. on.ft.com) Why does Alameda Research own a stake in Farmington State Bank? championbets.com.au) Economy What odds do term spread models put on a recession? economist.com) Five economic reasons to be thankful, including low unemployment claims.

Financial Advising 247

Financial Advising Retail Economy Media 247

Abnormal Returns

AUGUST 7, 2023

insight.factset.com) The Bank of Japan owns some $260 billion in equity ETFs. wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? second quarter results.

Financial Advising 228

Financial Advising Manufacturing Media Economy 228

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Abnormal Returns

NOVEMBER 9, 2023

ft.com) Finance Are bank stocks actually cheap? 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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 157

Financial Advising Media Economy Economics 157

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth." Energy Chevron ($CVX) is buying Hess ($HES).

Financial Advising 182

Financial Advising Startup Banking Media 182

Abnormal Returns

MAY 7, 2023

wsj.com) Warren Buffett on the banking crisis. axios.com) Finance The banking crisis isn't over. nytimes.com) Policy How higher minimum wages make for a better economy. economy actually does fall into recession later this year." wapo.st) The economic schedule for the coming week.

Financial Advising 192

Financial Advising Economy Banking Media 192

Abnormal Returns

APRIL 2, 2023

thereformedbroker.com) Banks Why SVB was able to skate stricter bank regulation. nytimes.com) Regional banks are a linchpin for the economy. nytimes.com) Why banks resist mark-to-market accounting rules. bloomberg.com) Economy Why we should be celebrating the current employment situation.

Financial Advising 187

Financial Advising Banking Economy Insurance 187

Abnormal Returns

JULY 23, 2023

luxcapital.com) Big banks are reliant on the business of multi-strategy hedge funds. riabiz.com) Global Johanna Chisholm, "Recovering the land will be a massive part of Ukraine’s reconstruction." (anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 232

Financial Advising Insurance Economy Retail 232

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. tker.co) Bank depositors are moving money into money market mutual funds.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

APRIL 30, 2023

neckar.substack.com) First Republic First Republic ($FRC) is the definition of a 'zombie bank.' financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? vox.com) Economy PCE's measure of housing are still accelerating higher. nytimes.com) The economic schedule for the coming week.

Financial Advising 222

Financial Advising Wealth Management Media Planning 222

Abnormal Returns

JULY 18, 2023

theinformation.com) Finance Banks are having to boost deposit rates to hold onto deposits. wsj.com) China is not panicked, yet, about economic growth. economist.com) Economy Industrial production fell in June 2023. abnormalreturns.com) Adviser links: something to look forward to.

Financial Advising 235

Financial Advising Media Financial Advisor Communication 235

Abnormal Returns

JUNE 25, 2023

tker.co) You can't take historical stock market statistics to the bank. axios.com) Economy Where various recession probability models stand. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 212

Financial Advising Valuation Retail Media 212

Abnormal Returns

DECEMBER 29, 2022

bloomberg.com) Bonuses are on the chopping block at the big banks. wsj.com) Economy Continuing unemployment claims continue to trend higher. bloomberg.com) Ten big economic questions for 2023 including 'What will happen with house prices in 2023?' (theinformation.com) Finance Goldman Sachs ($GS) is set to slash jobs in January.

Financial Advising 224

Financial Advising Startup Food Media 224

Abnormal Returns

MAY 14, 2023

economy remains startling dynamic even in the face of stunningly inept policymaking—for now." ritholtz.com) Economy The banking crisis is doing the Fed's work for it. tker.co) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

MARCH 19, 2023

wsj.com) Economy Are bank failures actually helping the Fed crush inflation? tker.co) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theconversation.com) Global There's no guarantee that Ukrainian children will ever return.

Financial Advising 203

Financial Advising Retail Media Economy 203

Abnormal Returns

JULY 14, 2022

theinformation.com) Jamie Dimon is cautious about the economy. wsj.com) Global The Bank of Canada has boosted rates by 100bp. cbc.ca) Why Sri Lanka is facing an economic crisis. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market.

Marketing 130

Marketing Marketing License Financial Advising 130

Abnormal Returns

APRIL 16, 2023

disciplinefunds.com) Finance Big banks avoided the Q1 banking crisis. wsj.com) Charles Schwab ($SCHW) is unique in financial services. nytimes.com) Policy Why are Americans so pessimistic about their (economic) future? theatlantic.com) Economy Are tightening lending standards going to tip the U.S. into recession?

Financial Advising 130

Financial Advising Startup Financial Services Food 130

Abnormal Returns

OCTOBER 14, 2022

axios.com) The biggest risk to the market right now is central bank policy error. npr.org) Economy Retail sales are pointing to weaker growth. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' Markets Bond market volatility is at crisis levels.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

JUNE 11, 2023

newyorker.com) Who benefits from the existence of the Federal Home Loan Bank system? nytimes.com) Economy How will the fertility crisis affect GDP growth? axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Abnormal Returns

DECEMBER 20, 2022

Global The Bank of Japan has tweaked a policy causing a jump in the Yen. alphaarchitect.com) Economy Housing construction is not yet a drag on economic growth. abnormalreturns.com) Adviser links: giving with awareness. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

OCTOBER 22, 2022

indystar.com) Energy Carbon capture and storage is an economic issue, not a technical one. newatlas.com) Is cord blood banking worth it? theincidentaleconomist.com) Whiskey is one bright spot for the UK economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in 2022.

Food 100

Food Financial Advising Transportation Media 100

Abnormal Returns

MARCH 30, 2023

thebasispoint.com) Finance Depositors continue shift from small to big banks. economist.com) Banks are going to have to increase the rate of interest they pay. investmenttalk.substack.com) Economy Weekly initial unemployment claims are holding below 200k. calculatedriskblog.com) Economic momentum is reaching recession levels.

Financial Advising 28

Financial Advising Media Banking Economy 28

Abnormal Returns

JUNE 4, 2023

theverge.com) Finance Online banks took deposit share from regional banks. wsj.com) Don't confuse your payment app with a bank account. statnews.com) Economy Economic data doesn't move in straight lines. thebasispoint.com) Immigrants and women are leading the labor economy recovery.

Financial Advising 191

Financial Advising Startup Banking Economy 191

Abnormal Returns

APRIL 26, 2023

First Republic First Republic ($FRC) shows the banking crisis isn't over yet. theverge.com) Economy With everything thrown at the U.S. economy why hasn't it tipped into recession? theirrelevantinvestor.com) Rapidly falling diesel prices point to an economic slowdown. macworld.com) 5G How big an upgrade is 5.5G

Electronics 130

Electronics Financial Advising Sales Economy 130

Abnormal Returns

AUGUST 21, 2022

ft.com) FTX's financial results for 2021 have apparently leaked. cnbc.com) Financial Big banks are bracing for big fines for messaging issues. noahpinion.substack.com) Economy Bank loan volume is growing. tker.co) The economic schedule for the coming week. nytimes.com) The U.S.

Financial Advising 130

Financial Advising Taxes Banking Media 130

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard).

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

JULY 16, 2023

humbledollar.com) Economic forecasting is not the way to alpha. ft.com) The banking system is speeding up. slate.com) How different economic schools of thought did on inflation. theovershoot.co) Economy Good news/bad news for the U.S. economy including falling gasoline prices and rising used car prices.

Advertising 224

Advertising Financial Advising Economy Economics 224

Abnormal Returns

APRIL 9, 2023

wsj.com) Why so many financial services companies introduce friction into the system. bestinterest.blog) Banking The pandemic did not kill off the credit card rewards business. wsj.com) More people seeing their bank accounts closed without explanation. vox.com) Economy Hours worked are below where they were pre-pandemic.

Financial Advising 164

Financial Advising Startup Financial Services Manufacturing 164

Abnormal Returns

FEBRUARY 4, 2024

(statnews.com) The Trump tariffs have no positive economic impact. papers.ssrn.com) Global Why central banks, including the Fed, are reluctant to declare all-clear on inflation. noahpinion.blog) Russia's economy is holding up better than expected. nytimes.com) Economy The economy could soften without tipping into a recession.

Financial Advising 256

Financial Advising Economy Food Economics 256

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. This is a system geared for high earners,” one expert said. ( New York Times ) see also The U.S.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130