Abnormal Returns

JANUARY 19, 2023

economist.com) Economy Weekly initial unemployment claims remain quiescent. calculatedriskblog.com) A record number of houses are under construction in December. calculatedrisk.substack.com) Central banks need to add some nuance to their policies. (nytimes.com) We are living in the age of the grandparent.

Financial Advising 226

Financial Advising Media Economy Banking 226

Abnormal Returns

FEBRUARY 23, 2023

wapo.st) Given bad affordability numbers its hard to see house prices bottoming soon. theverge.com) The PGA is banking on the success of 'Full Swing' to bring more interest to the sport. theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims. pragcap.com) The U.S.

Financial Advising 217

Financial Advising Media Retirement Economy 217

Abnormal Returns

MARCH 28, 2023

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. abnormalreturns.com) Adviser links: hyperbole cycles.

Financial Advising 130

Financial Advising Banking Media Economy 130

Abnormal Returns

MARCH 21, 2023

mr-stingy.com) Finance Banks may have to re-think deposit velocity going forward. bloomberg.com) Ten reasons why SVB failed including 'The whole banking system is a bizarre confidence trick.' riabiz.com) Josh Brown and Michael Batnick talk with Jesse Eisinger of ProPublica about Credit Suisse, regional banks, and insider trading.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

Abnormal Returns

JULY 6, 2023

axios.com) Some banks are holding the line on job cuts. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India. theconversation.com) Economy The quit rate continues to slow. (platformer.news) Bluesky just raised a new round of capital.

Economics 186

Economics Startup Financial Advising Media 186

Abnormal Returns

MAY 8, 2024

wsj.com) ETFs The number of single-stock ETFs is growing. blog.johnwallstreet.com) Economy Bank credit is still tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (carsongroup.com) Measures of corporate sentiment are ticking higher.

Financial Advising 249

Financial Advising Media Economy Banking 249

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. calculatedriskblog.com) An increasing number of home sellers are offering concessions.

Financial Advising 191

Financial Advising Startup Banking Economy 191

Abnormal Returns

MARCH 19, 2024

ft.com) Global The Bank of Japan raised interest rates for the first time in 17 years. calculatedrisk.substack.com) Economy The number of business applications is booming. abnormalreturns.com) Adviser links: a competitive game. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 157

Marketing Marketing Financial Advising Media 157

Abnormal Returns

MARCH 9, 2023

economist.com) Why Silicon Valley Bank ($SIVB) is spiraling. theconversation.com) Economy A half point Fed rate hike is again on the table. axios.com) The number of open construction jobs has fallen dramatically. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Manufacturing Media Management 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. We enjoy our Book Club and a number of titles we have read this year are noted throughout4.

Investing 52

Investing Investments Valuation Clients 52

Aleph

JANUARY 14, 2023

Jan 08, 2023 Culture US birth rates are at record lows – even though the number of kids most Americans say they want has held steady [link] There is no mystery here. If you don’t have children while young, odds decrease that you will have children, and a higher number of them. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

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