Abnormal Returns

AUGUST 7, 2023

coindesk.com) Companies How Apple ($AAPL) saves money on new chips manufactured by Taiwan Semi ($TSM). 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?

Financial Advising 218

Financial Advising Manufacturing Media Economy 218

Abnormal Returns

JANUARY 21, 2024

apparel manufacturers are facing new competitive pressure. theatlantic.com) Economy Americans are pretty happy with their own finances. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? noahpinion.blog) U.S.

Financial Advising 172

Financial Advising Economy Manufacturing Media 172

Abnormal Returns

NOVEMBER 1, 2023

finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. advisorperspectives.com) Americans aren't used to economic volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.ft.com) Two Sigma is spinning off its impact arm.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

NOVEMBER 19, 2023

rollingstone.com) Ammunition manufactured in a federal facility has found its way into the hands of mass shooters. wsj.com) Economy The hard part of disinflation is done. apricitas.io) The economic schedule for the coming holiday-shortened week. nytimes.com) AR-15s are designed to kill human beings. largely unchecked.

Financial Advising 241

Financial Advising Commission Manufacturing Media 241

Abnormal Returns

AUGUST 17, 2023

morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) Times are tough for marijuana-related ETFs.

Financial Advising 216

Financial Advising Valuation Manufacturing Media 216

Abnormal Returns

APRIL 23, 2023

(axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

FEBRUARY 24, 2023

wsj.com) Economy The January PCE came it higher than expected. calculatedriskblog.com) Manufacturing is hanging in there. kyla.substack.com) Earlier on Abnormal Returns Podcast links: uncertain economics. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Abnormal Returns

APRIL 9, 2023

manufacturing plants is at a record high. vox.com) Economy Hours worked are below where they were pre-pandemic. msn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Construction spending on U.S.

Financial Advising 157

Financial Advising Startup Financial Services Manufacturing 157

Abnormal Returns

SEPTEMBER 11, 2022

(ft.com) Buy American Re-shoring manufacturing activity can only go so far. nytimes.com) Economy Everyone is looking for compelling evidence that inflation is coming down. awealthofcommonsense.com) The economic schedule for the coming week. washingtonpost.com) 'Buy American' is more complicated than it looks.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Abnormal Returns

JULY 24, 2022

tker.co) On the secular decline of manufactured housing. marketwatch.com) Policy Government employment is not back to pre-pandemic levels. (humbledollar.com) Economy James Surowiecki, "Regardless, the essential point is that Americans are treating the job market as irrelevant next to inflation and gas prices."

Financial Advising 220

Financial Advising Food Manufacturing Media 220

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. In the manufacturing process, supply comes on in large increments using over U.S.$15bn The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

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. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52