Abnormal Returns

MARCH 26, 2024

blockworks.co) When banks start pitching Bitcoin allocations. qz.com) Economy The Roaring 20's are here. abnormalreturns.com) Adviser links: better Medicare coverage. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Enjoy it while you can.

Financial Advising 264

Financial Advising Media Economy Financial Market 264

Abnormal Returns

MARCH 21, 2024

wsj.com) Economy Weekly initial unemployment claims are still at historically low levels. capitalspectator.com) 300 years of central bank rates. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? calculatedriskblog.com) The market still expects cuts in June and July.

Financial Advising 254

Financial Advising Commission Media Economy 254

Abnormal Returns

MARCH 3, 2024

(wsj.com) The policy approach to the banking system is 'incoherent.' economy is filled with technical debt. goodgoodgood.co) Economy Freight volume is slowing. goodgoodgood.co) Economy Freight volume is slowing. mrzepczynski.blogspot.com) The case that the economy is doing just fine. politico.com) The U.S.

Financial Advising 194

Financial Advising Economy Media Economics 194

Abnormal Returns

DECEMBER 21, 2023

finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. bloomberg.com) Economy Still no meaningful uptick in weekly initial unemployment claims. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Work schedules are now all out of step.

Financial Advising 259

Financial Advising Media Economy Economics 259

Abnormal Returns

NOVEMBER 8, 2023

appleinsider.com) Banking There is a good reason why companies pay banks for fairness opinions. capitalgains.thediff.co) Did banks botch the recent batch of IPOs? wsj.com) Bank bonus season is looking bleak this year. noahpinion.blog) Economy What inventory levels tell us about the housing market.

Financial Advising 256

Financial Advising Medical Banking Media 256

Abnormal Returns

NOVEMBER 22, 2023

(theatlantic.com) Finance Banks are planning to start.lending again. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 235

Financial Advising Startup Media Economy 235

Abnormal Returns

NOVEMBER 27, 2023

(bloomberg.com) Finance Why you should expect more bank consolidation. forbes.com) Economy Gasoline prices have fallen 60 days straight. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: safety and reliability. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 250

Financial Advising Media Economy Banking 250

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. semafor.com) Economy Personal income and spending were healthy in January. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theblock.co) A skeptical take on crypto, and factors.

Financial Advising 224

Financial Advising Media Economy Banking 224

Abnormal Returns

SEPTEMBER 7, 2023

ft.com) CRE How much commercial real estate exposure do regional banks really have? nytimes.com) Economy Weekly initial unemployment claims are off their lows of a year ago. disciplinefunds.com) Have Fed rate hikes already worked its way through the economy? bloomberg.com) Salt Lake City is booming.

Financial Advising 247

Financial Advising Valuation Economy Insurance 247

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. blockworks.co) Economy Q3 GDP nowcasts still show robust growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 239

Portfolio Financial Advising Economy Media 239

Abnormal Returns

JANUARY 4, 2024

banking system is safer, but less innovative. om.co) Economy Still no sign of a pickup in layoffs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) How Costco ($COST) succeeds by focusing on customers and employees. ft.com) The U.S.

Financial Advising 215

Financial Advising Media Economy Banking 215

Abnormal Returns

MARCH 10, 2023

(creativeplanning.com) Silicon Valley Bank Regulators have shuttered Silicon Valley Bank. cnbc.com) How Silicon Valley Bank reached insolvency. netinterest.co) Silicon Valley Bank didn't have a Chief Risk Officer for most of 2022. nongaap.substack.com) How rising interest rates have hurt bank balance sheets.

Financial Advising 202

Financial Advising Banking Economy Media 202

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 187

Financial Advising Startup Valuation Economy 187

Abnormal Returns

AUGUST 24, 2023

ft.com) Higher interest rates continue to drag down smaller banks. bonddad.blogspot.com) Global Sentiment about China's economy is in the tank. semafor.com) Economy Weekly initial unemployment claims are quiescent. calculatedriskblog.com) Will higher interest rates eventually hit the American economy?

Financial Advising 229

Financial Advising Economy Media Banking 229

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. entertainmentstrategyguy.com) Economy A soft landing is now consensus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mastersinvest.com) Some more thoughts from the late Charlie Munger.

Startup 224

Startup License Financial Advising Media 224

Abnormal Returns

NOVEMBER 28, 2023

advisorhub.com) Why private banks fight over law firm relationships. cnbc.com) Economy There is still little sign of weakness in consumer spending. cnbc.com) Economy There is still little sign of weakness in consumer spending. tker.co) Why haven't higher interest rates crush the economy? year-over-year through September.

Financial Advising 208

Financial Advising Advertising Economy Media 208

Abnormal Returns

AUGUST 14, 2023

(axios.com) Small banks are less exposed to commercial real estate loans than commonly thought. qz.com) Economy When is the first Fed rate cut coming? econbrowser.com) Earlier on Abnormal Returns Adviser links: financial compassion. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 207

Financial Advising Media Economy Banking 207

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

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. abnormalreturns.com) Adviser links: structuring compensation. bonddad.blogspot.com) Asking rents are down 1.15 year-over-year.

Financial Advising 247

Financial Advising Media Retirement Economy 247

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

Financial Advising 247

Financial Advising Retail Economy Media 247

Abnormal Returns

AUGUST 31, 2023

morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? etf.com) Economy The July PCE price index increased 3.3% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theinformation.com) More capital would not have saved SVB. year-over-year.

Financial Advising 244

Financial Advising Media Economy Banking 244

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. bbc.com) How young Chinese are dealing with a lethargic economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 232

Financial Advising Startup Media Government 232

Abnormal Returns

FEBRUARY 1, 2024

wsj.com) Finance More banks are marking down the value of U.S. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? biopharmadive.com) The battle for ultra-luxury shoppers is only growing. office loans.

Financial Advising 251

Financial Advising Taxes Manufacturing Media 251

Abnormal Returns

MARCH 17, 2023

Finance Why First Republic Bank ($FRC) isn't bouncing. semafor.com) Money moves so quickly making it hard to combat a bank run. mrzepczynski.blogspot.com) The Fed is a bad bank regulator. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession?

Financial Advising 212

Financial Advising Startup Banking Manufacturing 212

Abnormal Returns

MARCH 15, 2023

huddleup.substack.com) Silicon Valley Bank How Silicon Valley Bank took its eye off the risk management ball. wsj.com) Banking has risks that other industries simply don't. washingtonpost.com) Economy The economy is on the verge of a manufacturing recession. (variety.com) How 'Ted Lasso' has become a big business.

Financial Advising 208

Financial Advising Media Risk Management Banking 208

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 234

Financial Advising Startup Banking Economy 234

Abnormal Returns

APRIL 19, 2023

nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? oaktreecapital.com) Startup Tellus is not a bank. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama.

Financial Advising 189

Financial Advising Startup Banking Media 189

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 224

Financial Advising Manufacturing Media Economy 224

Abnormal Returns

JUNE 8, 2023

news.crunchbase.com) Economy Weekly initial unemployment claims are back to October 2021 levels. calculatedriskblog.com) This measure says the economy is not in recession. carsongroup.com) The Bank of Canada is not done raising rates. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 220

Financial Advising Economy Media Banking 220

Abnormal Returns

MAY 1, 2023

blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. (twitter.com) Crypto Gary Gensler's SEC has been busy.

Financial Advising 200

Financial Advising Startup Banking Manufacturing 200

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What does the S&P 493 tell us?

Financial Advising 162

Financial Advising Media Economy Economics 162

Abnormal Returns

OCTOBER 16, 2023

ft.com) Finance The global banking business is doing just fine, thank you. axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023.

Financial Advising 219

Financial Advising Media Communication Banking 219

Abnormal Returns

APRIL 11, 2023

cnbc.com) Finance The majority of commercial real estate loans aren't owned by banks. wsj.com) Economy What Jamie Dimon is worried about. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 193

Financial Advising Startup Food Economy 193

Abnormal Returns

SEPTEMBER 5, 2023

nytimes.com) Finance Pension funds have successfully sued the big banks over their securities lending behavior. morningstar.com) Economy Heavy truck sales are still expanding. abnormalreturns.com) Adviser links: the power of personalization. (behaviouralinvestment.com) Crypto What exactly would a spot Bitcoin ETF change?

Financial Advising 239

Financial Advising Budgeting Manufacturing Media 239

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). wsj.com) Global The U.S.'

Financial Advising 182

Financial Advising Startup Banking Media 182

Abnormal Returns

APRIL 24, 2023

advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life.

Marketing 237

Marketing Marketing Financial Advising Startup 237

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

Financial Advising 187

Financial Advising Economy Banking Media 187