Abnormal Returns

APRIL 1, 2024

morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Assets 226

Assets Financial Advising Wealth Management Engineering 226

Abnormal Returns

MARCH 21, 2024

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

Financial Advising 265

Financial Advising Commission Media Economy 265

Abnormal Returns

MARCH 26, 2024

blockworks.co) When banks start pitching Bitcoin allocations. abnormalreturns.com) Adviser links: better Medicare coverage. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (lefsetz.com) Crypto FTX sold its stake in Athropic to some big names.

Financial Advising 269

Financial Advising Media Economy Banking 269

Abnormal Returns

DECEMBER 21, 2023

finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (morningstar.com) What do you get when you combine momentum and quality?

Financial Advising 269

Financial Advising Media Economy Economics 269

Abnormal Returns

DECEMBER 26, 2023

humbledollar.com) Finance Bank of America ($BAC) has turned around its trading division. abnormalreturns.com) Adviser links: forces you cannot control. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. I have no clue."

Marketing 257

Marketing Marketing Financial Advising Economy 257

Abnormal Returns

FEBRUARY 26, 2024

news.crunchbase.com) Finance Small cap banks are underperforming. pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (safalniveshak.com) Venture capital India's most valuable startup, Byjus, is a hot mess.

Financial Advising 239

Financial Advising Startup Numbers Media 239

Abnormal Returns

NOVEMBER 27, 2023

bloomberg.com) Finance Why you should expect more bank consolidation. 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? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 260

Financial Advising Media Economy Banking 260

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theblock.co) A skeptical take on crypto, and factors. ft.com) Brokers WeBull is going public via a SPAC deal. Then check out our weekly e-mail newsletter.

Financial Advising 236

Financial Advising Media Economy Banking 236

Abnormal Returns

APRIL 11, 2024

apolloacademy.com) Big banks are testing AI to replace the grunt work done by early career analysts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (oldropenewsletter.substack.com) Companies are still coming to terms with higher for longer interest rates.

Media 263

Media Financial Advising Economy Economics 263

Abnormal Returns

DECEMBER 6, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? time.com) The 2023 Investopedia list of the financial terms of the year, including 'bank failures.' Then check out our weekly e-mail newsletter.

Financial Advising 260

Financial Advising Media Banking Management 260

Abnormal Returns

JANUARY 4, 2024

banking system is safer, but less innovative. 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. kingswell.io) Take note when companies push 'alternative metrics.' ft.com) The U.S.

Financial Advising 229

Financial Advising Media Economy Banking 229

Abnormal Returns

AUGUST 30, 2023

(humbledollar.com) Comparing ChatGPT against a human financial adviser. wsj.com) AI could enable bank fraud via voice replication. fortune.com) Personal finance The Baby Boomers experienced an unprecedented sequence of returns. awealthofcommonsense.com) Some Americans are dropping their home insurance due to higher premiums.

Financial Advising 238

Financial Advising Retirement Insurance Banking 238

Abnormal Returns

OCTOBER 9, 2023

humbledollar.com) Finance Private credit is the new bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (blog.validea.com) Five common mistakes investors make. blogs.cfainstitute.org) When aiming down the middle makes sense. abnormalreturns.com) What you missed in our Sunday linkest.

Financial Advising 251

Financial Advising Media Economics Banking 251

Abnormal Returns

NOVEMBER 22, 2023

theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? om.co) The OpenAI fiasco highlights the importance of corporate governance. ft.com) Do you really want your target-date fund investing direct real estate?

Financial Advising 247

Financial Advising Startup Media Economy 247

Abnormal Returns

MARCH 3, 2024

wsj.com) The policy approach to the banking system is 'incoherent.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sixcolors.com) Is providing training data to AI companies a sustainable business model? every.to) Policy Clean energy plans are going up primarily in red states.

Financial Advising 206

Financial Advising Economy Media Economics 206

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? nytimes.com) Fidelity Crypto is now live.

Financial Advising 228

Financial Advising Startup Banking Manufacturing 228

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Charlie Munger Ten quotes from Charlie Munger including "Take a simple idea and take it seriously."

Startup 238

Startup License Financial Advising Media 238

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

Financial Advising 206

Financial Advising Startup Banking Media 206

Abnormal Returns

AUGUST 14, 2023

axios.com) Small banks are less exposed to commercial real estate loans than commonly thought. 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? Then check out our weekly e-mail newsletter.

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (advisorperspectives.com) Finance Blackstone ($BX) was early on the AI trend. bloomberg.com) Salt Lake City is booming.

Financial Advising 258

Financial Advising Valuation Economy Insurance 258

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

Financial Advising 218

Financial Advising Startup Banking Manufacturing 218

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 220

Financial Advising Banking Economy Media 220

Abnormal Returns

NOVEMBER 29, 2023

arstechnica.com) Paying zero interest rates: why it's good to be a bank. 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? etf.com) Finance Apple ($AAPL) and Goldman Sachs ($GS) are breaking up it consumer-focused partnership.

Financial Advising 254

Financial Advising Media Economy Economics 254

Abnormal Returns

OCTOBER 25, 2023

finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 251

Portfolio Financial Advising Economy Media 251

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. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: picking up the phone.

Financial Advising 232

Financial Advising Media Communication Banking 232

Abnormal Returns

MARCH 22, 2023

ft.com) Small and mid-sized banks do the heavy lifting of lending to most businesses. spilledcoffee.substack.com) The recent rash of bank failures hits harder because its been a minute. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 216

Financial Advising Banking Media Portfolio 216

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. ft.com) SVB failed in its communication strategy.

Startup 218

Startup Financial Guidance Financial Advising Media 218

Abnormal Returns

APRIL 21, 2023

(awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 223

Financial Advising Banking Media Taxes 223

Abnormal Returns

DECEMBER 5, 2023

advisorperspectives.com) Why banks feel the need to enter the private credit business. abnormalreturns.com) Adviser links: structuring compensation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) The DoD wants the FDA to crack down on drug quality problems.

Financial Advising 255

Financial Advising Media Retirement Economy 255

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 245

Financial Advising Startup Media Government 245

Abnormal Returns

AUGUST 31, 2023

morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' Then check out our weekly e-mail newsletter.

Financial Advising 253

Financial Advising Media Economy Banking 253

Abnormal Returns

JANUARY 10, 2024

axios.com) Why banks are borrowing from the Fed's bank term funding program. bloomberg.com) Jane Street is one of the most successful financial firms that few know about. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: regime changes.

Financial Advising 167

Financial Advising Valuation Banking Media 167

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: a diversity of goals. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 191

Financial Advising Startup Banking Media 191

Abnormal Returns

FEBRUARY 1, 2024

wsj.com) Finance More banks are marking down the value of U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (downtownjoshbrown.com) Biogen ($BGEN) is giving up on controversial Alzheimer's drug Aduhelm. biopharmadive.com) The battle for ultra-luxury shoppers is only growing.

Financial Advising 263

Financial Advising Taxes Manufacturing Media 263

Abnormal Returns

AUGUST 7, 2023

insight.factset.com) The Bank of Japan owns some $260 billion in equity ETFs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theinformation.com) Uber ($UBER) seems to have threaded the needle. youngmoney.co) A closer look at Berkshire Hathaway's ($BRK.A) second quarter results.

Financial Advising 237

Financial Advising Manufacturing Media Economy 237

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: reducing noise.

Financial Advising 225

Financial Advising Media Risk Management Banking 225

Abnormal Returns

MAY 29, 2023

(riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. financial-planning.com) JP Morgan Chase ($JPM) is dipping its toe in the AI waters with 'IndexGPT.' cnbc.com) The biz Advisers were leaving banks even before the recent turmoil. ft.com) Goldman Sachs Advisor Solutions is on a bit of a roll.

Wealth Management 206

Wealth Management Financial Advising Estate Planning Banking 206