Abnormal Returns

NOVEMBER 28, 2023

(priceactionlab.com) Just because you can invest in something doesn't mean you should. theinformation.com) Finance Norway's SWF really wants the opportunity to invest in private equity. advisorhub.com) Why private banks fight over law firm relationships. tker.co) Why haven't higher interest rates crush the economy?

Financial Advising 213

Financial Advising Advertising Economy Media 213

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. entertainmentstrategyguy.com) Economy A soft landing is now consensus. wsj.com) More older Americans are in the workforce.

Startup 232

Startup License Financial Advising Media 232

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AUGUST 24, 2023

ft.com) Higher interest rates continue to drag down smaller banks. wisdomtree.com) Companies Why Salesforce ($CRM) invested in Hugging Face. bonddad.blogspot.com) Global Sentiment about China's economy is in the tank. semafor.com) Economy Weekly initial unemployment claims are quiescent.

Financial Advising 236

Financial Advising Economy Media Banking 236

Abnormal Returns

NOVEMBER 29, 2023

arstechnica.com) Paying zero interest rates: why it's good to be a bank. ft.com) Charlie Munger Charlie Munger taught us how to think, not just about investing. frontofficesports.com) Economy The pandemic messed with economic data gathering (and analysis). buggyhuman.substack.com) Charlie Munger was Warren Buffett's alter ego.

Financial Advising 248

Financial Advising Media Economy Economics 248

Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' 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% investmenttalk.co) The story of a top investor's mistake holding a stock too long.

Financial Advising 249

Financial Advising Media Economy Banking 249

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. Then check out our weekly adviser-focused newsletter.

Financial Advising 238

Financial Advising Startup Media Government 238

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. nytimes.com) What's new in GPT-4.

Startup 211

Startup Financial Guidance Financial Advising Media 211

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 222

Financial Advising Startup Banking Manufacturing 222

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. 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. realreturns.blog) The 60/40 portfolio never went away.

Financial Advising 199

Financial Advising Startup Banking Media 199

Abnormal Returns

AUGUST 7, 2023

insight.factset.com) The Bank of Japan owns some $260 billion in equity ETFs. ft.com) ESG investing is shifting toward indexing not activism. wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." (youngmoney.co) A closer look at Berkshire Hathaway's ($BRK.A)

Financial Advising 233

Financial Advising Manufacturing Media Economy 233

Abnormal Returns

MAY 7, 2023

awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. 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. annual meeting. every.to)

Financial Advising 198

Financial Advising Economy Banking Media 198

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 211

Financial Advising Startup Banking Manufacturing 211

Abnormal Returns

SEPTEMBER 5, 2023

(awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. 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) Top clicks last week on the site.

Financial Advising 245

Financial Advising Budgeting Manufacturing Media 245

Abnormal Returns

JUNE 16, 2023

theinformation.com) Strategy A well thought out investment philosophy will save you a lot of trouble. wsj.com) Banks are making less money on overdraft fees. wsj.com) Economy The Fed won't stop until they are convinced inflation is dead and buried. noahpinion.blog) AI models need human-generated content to thrive.

Financial Advising 214

Financial Advising Media Economy Banking 214

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." disciplinefunds.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." luxcapital.com) Big banks are reliant on the business of multi-strategy hedge funds.

Financial Advising 236

Financial Advising Insurance Economy Retail 236

Abnormal Returns

APRIL 2, 2023

Strategy Your investment strategy needs to work in all markets. 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.

Financial Advising 193

Financial Advising Banking Economy Insurance 193

Abnormal Returns

JUNE 1, 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. variety.com) AI Can AI be used to make better venture investments? bloomberg.com) There is a boom in.ai

Insurance Coverage 201

Insurance Coverage Financial Advising Insurance Media 201

Abnormal Returns

MAY 4, 2023

(ft.com) Venture capital The world of venture investing has changed a lot since Andreessen Horowitz came on the scene. news.crunchbase.com) Finance How much longer can the Fed ignore the regional banking crisis? paulrlamonica.substack.com) Investors are fleeing regional bank stocks, even though depositors aren't.

Financial Advising 194

Financial Advising Media Startup Banking 194

Abnormal Returns

MAY 2, 2023

thebasispoint.com) Do we need clawbacks for the executives of failed banks? espn.com) Economy Frustrated homebuyers are flocking to the new home market. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. abnormalreturns.com) Adviser links: starting small.

Financial Advising 235

Financial Advising Media Economy Accounting 235

Abnormal Returns

FEBRUARY 22, 2023

Strategy Why short term is our default investment setting. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. wsj.com) Smaller banks are more exposed to CRE loans than big banks.

Financial Advising 130

Financial Advising Retail Economy Banking 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. danieldrezner.substack.com) Economy Do we need to throw the economy into recession to tame inflation? abnormalreturns.com) Adviser links: behavioral considerations.

Financial Advising 223

Financial Advising Economy Media Banking 223

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" theverge.com) The PGA is banking on the success of 'Full Swing' to bring more interest to the sport.

Financial Advising 222

Financial Advising Media Retirement Economy 222

Abnormal Returns

JULY 18, 2023

theinformation.com) Finance Banks are having to boost deposit rates to hold onto deposits. cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. economist.com) Economy Industrial production fell in June 2023. bloomberg.com) Are leveraged loans securities?

Financial Advising 238

Financial Advising Media Financial Advisor Communication 238

Abnormal Returns

JUNE 25, 2023

tker.co) You can't take historical stock market statistics to the bank. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 217

Financial Advising Valuation Retail Media 217

Abnormal Returns

DECEMBER 29, 2022

bloomberg.com) Bonuses are on the chopping block at the big banks. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. wsj.com) Economy Continuing unemployment claims continue to trend higher. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 230

Financial Advising Startup Food Media 230

Abnormal Returns

DECEMBER 5, 2022

(awealthofcommonsense.com) A Q&A with Bob Pisani author of “Shut Up & Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.” nytimes.com) Finance When will the big banks fix its Zelle fraud problem? morningstar.com) Economy The labor economy drives spending, not savings.

Startup 210

Startup Marketing Marketing Financial Advising 210

Abnormal Returns

MAY 12, 2023

(awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely. thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely.

Financial Advising 163

Financial Advising Banking Food Retail 163

Abnormal Returns

APRIL 17, 2023

whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. appleinsider.com) Charles Schwab ($SCHW) has seen a big drop in bank deposits. wealthmanagement.com) Bank MDs are getting called back to the office. netinterest.co) WisdomTree Investment's ($WT) biggest shareholder is open revolt against management.

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

APRIL 20, 2023

disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy. institutionalinvestor.com) Signature Bank didn't fail because of crypto exposure. businessinsider.com) Economy Weekly initial unemployment claims are on the rise.

Financial Advising 222

Financial Advising Startup Media Portfolio 222

Abnormal Returns

MARCH 28, 2023

behaviouralinvestment.com) How to avoid investment complexity. theverge.com) Banks First Citizens ($FCNCA) is not afraid at buying busted banks. ft.com) Bank equity holders have taken it on the chin this time around. ft.com) Economy The January 2023 Case-Shiller numbers show a continued deceleration in home price gains.

Financial Advising 130

Financial Advising Banking Media Economy 130

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people.

Portfolio 213

Portfolio Financial Advising Medical Retail 213

Abnormal Returns

MAY 3, 2023

nytimes.com) Detroit is still making bank on big pickups and SUVs. bloomberg.com) Economy The April ADP employment report came in way above expectations. calculatedriskblog.com) How the banking crisis could affect the broader economy. (ft.com) Another sign that the Mac is gaining market share.

Financial Advising 130

Financial Advising Startup Economy Banking 130

Abnormal Returns

MARCH 19, 2023

wsj.com) Economy Are bank failures actually helping the Fed crush inflation? abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tker.co) The economic schedule for the coming week.

Financial Advising 209

Financial Advising Retail Media Economy 209

Abnormal Returns

AUGUST 2, 2022

barrons.com) TD Bank is buying investment bank Cowen ($COWN). rationalwalk.com) Economy Voluntary job quits are slowing. abnormalreturns.com) Adviser links: valuing your time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Distribution 130

Distribution Financial Advising Banking Media 130

Abnormal Returns

NOVEMBER 1, 2022

capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." abnormalreturns.com) Spending does more than change your bank balance.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

OCTOBER 14, 2022

axios.com) The biggest risk to the market right now is central bank policy error. pionline.com) Infrastructure investments have been a buffer for pension funds this year. npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

SEPTEMBER 29, 2022

vox.com) Finance Wall Street's biggest banks are paying $1.8 wsj.com) Keep an eye out for layoffs at investment banks. washingtonpost.com) Economy More evidence that housing prices peaked this Summer. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Banking Sales 130