Abnormal Returns

JANUARY 15, 2023

tker.co) Reg D offerings for retail investors are often illiquid, low information and high fee. wsj.com) Has economics run out of big ideas? economist.com) Economy Barry Ritholtz, "It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates."

Financial Advising 130

Financial Advising Economy Retail Economics 130

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). wsj.com) Economy Are bank failures actually helping the Fed crush inflation? tker.co) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? proxy statement is so short.

Financial Advising 192

Financial Advising Retail Media Economy 192

Abnormal Returns

AUGUST 9, 2022

(behaviouralinvestment.com) Companies AMC ($AMC) keep playing to the retail crowd. riabiz.com) Economy Claudia Sahm, "Covid is the root cause of the economic mess today." abnormalreturns.com) Adviser links: flipped messaging. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned."

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JANUARY 18, 2023

angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

DECEMBER 19, 2022

papers.ssrn.com) Economy Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." awealthofcommonsense.com) Traditional economic models are all that helpful at the moment. nytimes.com) Earlier on Abnormal Returns Adviser links: giving with awareness.

Financial Advising 130

Financial Advising Retail Media Taxes 130

Abnormal Returns

OCTOBER 14, 2022

npr.org) Economy Retail sales are pointing to weaker growth. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Marketing 130

Marketing Marketing Financial Advising Retail 130

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. Behavioural economics has a lot to say about these cycles, we will come back to this another time. specialty insurer Hiscox.

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. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard).

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

JULY 16, 2023

humbledollar.com) Economic forecasting is not the way to alpha. bloomberg.com) Why institutional investors want retail to jump into private equity. slate.com) How different economic schools of thought did on inflation. theovershoot.co) Economy Good news/bad news for the U.S. ft.com) The banking system is speeding up.

Advertising 213

Advertising Financial Advising Economy Economics 213

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Sort of like a financial think tank? We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other.

Management 268

Management Assets Portfolio Investing 268

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