Abnormal Returns

MARCH 14, 2023

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. ft.com) Social media will change any future financial crisis. engadget.com) Economy February CPI showed 6.0%

Startup 205

Startup Financial Guidance Financial Advising Media 205

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. wsj.com) Finance Bank borrowing from the Fed's discount window is back down to normal levels. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal."

Financial Advising 228

Financial Advising Retail Economy Media 228

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. 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."

Financial Advising 192

Financial Advising Economy Banking Media 192

Abnormal Returns

APRIL 2, 2023

(awealthofcommonsense.com) How to dole out risk in your portfolio. 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 187

Financial Advising Banking Economy Insurance 187

Abnormal Returns

MARCH 13, 2023

(bonddad.blogspot.com) We still don't know everything about the downfall of Silicon Valley Bank. ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. mailchi.mp) Why more assets are going to flow to systemically important banks. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." luxcapital.com) Big banks are reliant on the business of multi-strategy hedge funds. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 232

Financial Advising Insurance Economy Retail 232

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? institutionalinvestor.com) Signature Bank didn't fail because of crypto exposure. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. linkedin.com) SeatGeek has confidentially filed for an IPO.

Financial Advising 217

Financial Advising Startup Media Portfolio 217

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. axios.com) There was no shortage of bidders for Silicon Valley Bank. unherd.com) Sports betting ads are ubiquitous.

Financial Advising 159

Financial Advising Banking Food Retail 159

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

OCTOBER 14, 2022

axios.com) The biggest risk to the market right now is central bank policy error. theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset 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

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Spending does more than change your bank balance. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

MARCH 30, 2023

tker.co) How portfolio complexity is too much? 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.

Financial Advising 28

Financial Advising Media Banking Economy 28

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. 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. The future not so much.

Financial Advising 191

Financial Advising Startup Banking Economy 191

Abnormal Returns

MARCH 16, 2023

ritholtz.com) Credit Suisse is not Silicon Valley Bank. ft.com) Japan bank portfolios are full of long dated bonds. economist.com) First Republic Bank ($FRC) hasn't always been a standalone entity. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims.

Government 130

Government Media Financial Advising Banking 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

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

Abnormal Returns

SEPTEMBER 27, 2023

Strategy How many assets do you really need in your portfolio? theinformation.com) How companies, and banks, are dealing with higher corporate borrowing rates. wsj.com) Real estate Atlanta's economy is booming, but office buildings are still struggling. calculatedriskblog.com) Economy Industrial production doesn't look great.

Financial Advising 250

Financial Advising Economy Insurance Media 250