Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 227

Financial Advising Economy Media Economics 227

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? theinformation.com) Global The war in Ukraine has pushed up defense spending around the globel (awealthofcommonsense.com) South Korea's economic growth is slowing. semafor.com) Economy A look at broadening real wage growth. on.ft.com) Want a stake in a hot AI startup?

Financial Advising 214

Financial Advising Startup Media Economy 214

Abnormal Returns

NOVEMBER 22, 2023

(ft.com) Do you really want your target-date fund investing direct real estate? economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. bonddad.blogspot.com) Economic growth is running around 2%. bonddad.blogspot.com) Economic growth is running around 2%.

Financial Advising 232

Financial Advising Startup Media Economy 232

Abnormal Returns

OCTOBER 22, 2023

awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked. Then check out our weekly e-mail newsletter.

Financial Advising 207

Financial Advising Media Economy Taxes 207

Abnormal Returns

JANUARY 28, 2024

fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. wapo.st) The economic schedule for the coming week. abnormalreturns.com) An example where investing out of spite doesn't work out. disciplinefunds.com) The U.S.

Marketing 210

Marketing Marketing Financial Advising Economy 210

Abnormal Returns

DECEMBER 22, 2023

(wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. morningstar.com) Economy November PCE came in at 3.2% bonddad.blogspot.com) Economic growth is trending around 2.0% (econbrowser.com) Earlier on Abnormal Returns Podcast links: extreme arbitrage. down from 5.6% at the peak.

Financial Advising 246

Financial Advising Media Economy Economics 246

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. mrzepczynski.blogspot.com) An economic soft landing is not off the table. newsletter.abnormalreturns.com) Mixed media California rejected, for now, legalized sports betting. geekwire.com) New home cancellations increased sharply in Q3.

Investing 225

Investing Investments Financial Advising Advertising 225

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. ritholtz.com) Rate hikes are working. techcrunch.com)

Assets 210

Assets Financial Advising Healthcare Economy 210

Abnormal Returns

AUGUST 29, 2023

(ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. wsj.com) Stop treating the BRICS organization like its a real thing.

Financial Advising 235

Financial Advising Economy Media Economics 235

Abnormal Returns

JANUARY 9, 2024

etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. ft.com) Economy How much is negative news sentiment driving bad economic vibes? newsletter.abnormalreturns.com) Mixed media Five lessons from running an online content business.

Financial Advising 224

Financial Advising Media Economy Economics 224

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. scmp.com) News media Why the media needs to be more credulous when covering Elon Musk. Then check out our weekly e-mail newsletter.

Financial Advising 210

Financial Advising Media Insurance Economy 210

Abnormal Returns

MARCH 10, 2024

It is investing big in the future. betonit.ai) Economy Why is productivity improving? calculatedriskblog.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media How demographics rules everything around us. Markets FANG stock skeptics were wrong. So is their impact. nytimes.com)

Financial Advising 170

Financial Advising Media Economy Economics 170

Abnormal Returns

JANUARY 31, 2024

(spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. blog.johnwallstreet.com) Economy The labor market continues to soften. econbrowser.com) Economic vibes are improving. newsletter.abnormalreturns.com) Mixed media Shrinking family sizes are going to change our experience of aging.

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. hypercritical.co) Economy Case-Shiller showed a 2.6% coindesk.com) Apple AI is coming to Apple ($AAPL) GPUs.

Assets 207

Assets Financial Advising Media Economy 207

Abnormal Returns

JULY 9, 2023

wsj.com) There is no Social Security trust fund to invest. vox.com) Economy Will interest rates eventually slow the U.S. tker.co) Nonresidential investment keeps growing. econbrowser.com) The economic schedule for the coming week. (axios.com) Some PE firms are looking to decarbonize companies to generate returns.

Financial Advising 210

Financial Advising Taxes Economy Media 210

Abnormal Returns

DECEMBER 8, 2023

awealthofcommonsense.com) No investor, or investment strategy, is perfect. stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% newsletter.abnormalreturns.com) Mixed media How poinsettias became a big holiday business. axios.com) The economics of the Christmas tree business.

Financial Advising 245

Financial Advising Media Economy Economics 245

Abnormal Returns

FEBRUARY 15, 2024

capitalspectator.com) What economic report surprises matter for the stock and bond markets? wsj.com) Funds Do lifecycle investment funds need a refresh? hbr.org) Economy There is still no sign of an uptick in weekly initial unemployment claims. abnormalreturns.com) There is no holy grail in investing.

Financial Advising 177

Financial Advising Insurance Media Economy 177

Abnormal Returns

MARCH 5, 2023

armoxon.substack.com) Economy Given everything, why aren't home prices lower? axios.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media Two questions to ask yourself to combat imposter syndrome. (techcrunch.com) The pandemic murder wave has seemingly crested. youngmoney.co)

Investing 130

Investing Investments Startup Math 130

Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat.

Financial Advising 214

Financial Advising Media Economy Economics 214

Abnormal Returns

SEPTEMBER 3, 2023

washingtonpost.com) Economy The U.S. theweek.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. arstechnica.com) Schools that invested in Chromebooks are regretting the decision. labor market is slowing. wsj.com)

Math 236

Math Financial Advising Advertising Distribution 236

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' thestreet.com) Song royalties Was the music investing boom a ZIRP phenomenon? tker.co) The AI investing boom is going to break a lot of hearts. npr.org) Economy The Fed is on the verge of breaking something.

Financial Advising 212

Financial Advising Retirement Budgeting Economy 212

Abnormal Returns

SEPTEMBER 24, 2023

etf.com) Finance The hurdle rate for VC investments has increased. politico.com) Economy A look at the past half century of economic policy uncertainty. econbrowser.com) The economic schedule for the coming week. (disciplinefunds.com) Crypto What Ric Edelman sees for the spot Bitcoin ETF space.

Financial Advising 208

Financial Advising Economics Media Economy 208

Abnormal Returns

NOVEMBER 29, 2023

ft.com) Charlie Munger Charlie Munger taught us how to think, not just about investing. frontofficesports.com) Economy The pandemic messed with economic data gathering (and analysis). newsletter.abnormalreturns.com) Mixed media Why are people seemingly so miserable at work? Then check out our weekly e-mail newsletter.

Financial Advising 239

Financial Advising Media Economy Economics 239

Abnormal Returns

OCTOBER 31, 2022

awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry.

Financial Advising 222

Financial Advising Media Valuation Retail 222

Abnormal Returns

DECEMBER 3, 2023

newyorker.com) Venture capital More VC funds are running out time while still holding investments. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 211

Asset Allocation Financial Advising Startup Economy 211

Abnormal Returns

AUGUST 7, 2023

ft.com) ESG investing is shifting toward indexing not activism. wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." newsletter.abnormalreturns.com) Mixed media Americans are more confused about tipping than ever. second quarter results. slate.com)

Financial Advising 223

Financial Advising Manufacturing Media Economy 223

Abnormal Returns

JANUARY 21, 2024

thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 177

Financial Advising Economy Manufacturing Media 177

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. wsj.com) China is not panicked, yet, about economic growth. economist.com) Economy Industrial production fell in June 2023.

Financial Advising 230

Financial Advising Media Financial Advisor Communication 230

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. bloomberg.com) Credit card debt levels are growing in line with the economy.

Financial Advising 178

Financial Advising Economy Valuation Consulting 178

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." disciplinefunds.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." awealthofcommonsense.com) The economic schedule for the coming week.

Financial Advising 227

Financial Advising Insurance Economy Retail 227

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. newsletter.abnormalreturns.com) Mixed media There is a difference between predicting and reacting. Alternatives Private market access funds are all the rage.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Abnormal Returns

NOVEMBER 1, 2023

(axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. advisorperspectives.com) Americans aren't used to economic volatility. on.ft.com) Two Sigma is spinning off its impact arm.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

MAY 7, 2023

awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. nytimes.com) Policy How higher minimum wages make for a better economy. economy actually does fall into recession later this year." wapo.st) The economic schedule for the coming week. annual meeting. every.to)

Financial Advising 186

Financial Advising Economy Banking Media 186

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. During a rally, it can be tempting to abandon bonds to chase media-celebrated stock returns. A report from the U.S. We caution against this.

Economy 52

Economy Valuation Investment Advisor Economics 52

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. washingtonpost.com) Economy American consumer behavior is normalizing. calculatedriskblog.com) The economic schedule for the coming week. nytimes.com)

Financial Advising 189

Financial Advising Startup Taxes Financial Services 189

Abnormal Returns

JANUARY 15, 2023

wsj.com) What investment beliefs do you hold that a majority of investment pros would disagree with? 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

AUGUST 16, 2023

tonyisola.com) Sam Ro, "If you feel that the economic and market headlines seem overly negative, then it might be time to reconsider how you’re getting your information." tker.co) How to invest if you have a really long time horizon. crossstack.substack.com) AI AI isn't going to supercharge the American economy any time soon.

Financial Advising 130

Financial Advising Startup Economy Media 130