Abnormal Returns

SEPTEMBER 8, 2024

thebasispoint.com) Why you can't just talk about 'bonds' as a single market. econbrowser.com) The Fed is always dealing with economic crosscurrents. tker.co) Why economic data is iffier: lower response rates. apolloacademy.com) The economic schedule for the coming week. Rates The yield curve inversion is over.

Marketing 278

Marketing Marketing Financial Advising Economics 278

Abnormal Returns

JULY 6, 2023

awealthofcommonsense.com) The housing market is in a very real way locked up. calculatedriskblog.com) The labor market is threading the needle. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (institutionalinvestor.com) Private credit managers continue to get snapped up.

Economics 239

Economics Startup Financial Advising Media 239

Abnormal Returns

OCTOBER 24, 2022

medium.com) Big tech companies are sitting on their own bond market losses. wsj.com) China is dramatically reducing the amount of economic statistics it publishes. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. theinformation.com) Snowflake ($SNOW) is growing into its valuation.

Marketing 246

Marketing Marketing Financial Advising Valuation 246

Abnormal Returns

DECEMBER 26, 2023

Markets Nick Maggiulli, "What will cause the next market decline? ofdollarsanddata.com) It's not news that the stock market goes up most years. news.crunchbase.com) Global Is China's stock market finally cheap enough for another look? abnormalreturns.com) Adviser links: forces you cannot control. I have no clue."

Marketing 264

Marketing Marketing Financial Advising Economy 264

Abnormal Returns

JANUARY 28, 2024

humbledollar.com) What happens when you stop focusing on the stock market. wapo.st) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Stop obsessing about the Fed's next move. disciplinefunds.com) The U.S.

Marketing 277

Marketing Marketing Financial Advising Economy 277

Abnormal Returns

AUGUST 4, 2023

calculatedriskblog.com) There is continued deceleration in the jobs market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% unemployment rate. carsongroup.com) The U.S.

Economics 246

Economics Financial Advising Healthcare Economy 246

Abnormal Returns

OCTOBER 13, 2024

Markets Stock market returns are rarely average. tker.co) Why you can't extrapolate market returns. awealthofcommonsense.com) Markets aren't perfectly efficient, but that doesn't mean you can effectively take advantage. rogersplanning.blogspot.com) Cities Detroit is experiencing an economic rebound.

Financial Advising 278

Financial Advising Government Economics Media 278

Abnormal Returns

AUGUST 25, 2024

wsj.com) Most market arguments are because of differing time frames. Vance's hometown of Middletown, OH is experiencing an economic turnaround. papers.ssrn.com) Is economic globalization really going in reverse? apolloacademy.com) The economic schedule for the coming week. politico.com) The U.S.

Financial Advising 277

Financial Advising Economics Media Economy 277

Abnormal Returns

SEPTEMBER 1, 2024

Markets The S&P 500 returned 2.43% in August 2023. on.spdji.com) There are too many markets at all-time highs to count. wsj.com) Good luck trying to time the stock market using valuation metrics. awealthofcommonsense.com) Market statistics can gloss over the big picture. Don't let anyone tell you otherwise.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

JULY 28, 2024

Markets A lot of stock market indices are sitting at all-time highs. vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

FEBRUARY 14, 2024

abnormalreturns.com) It may take some time, but markets eventually work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) What you missed in our Tuesday linkest.

Economics 202

Economics Financial Advising Insurance Media 202

Abnormal Returns

SEPTEMBER 30, 2024

Markets The China stock market rally is very broad. sherwood.news) China's stock market is on board with economic stimulus. axios.com) The China stock market rally has gotten U.S. sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. ETF investor attention.

Financial Advising 264

Financial Advising Financial Advice Economy Media 264

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

JULY 19, 2024

Markets How climate change could strand trillions in investments. wsj.com) Economics Q2 GDP is tracking around 2%. carsongroup.com) Political partisanship is working its way into real economic data. ft.com) Earlier on Abnormal Returns Podcast links: harsh economic truths. om.co) Have we already passed peak AI hype?

Financial Advising 263

Financial Advising Media Economics Manufacturing 263

Abnormal Returns

JUNE 23, 2024

Strategy Mean reversion happens in the stock market. axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good luck trying to time it. awealthofcommonsense.com) Successful investing requires getting your time horizon correct.

Medicine 311

Medicine Financial Advising Economy Media 311

Abnormal Returns

MAY 12, 2024

Markets No news is good news for the stock market. tker.co) The stock market has gone nowhere the past 10 weeks. vox.com) Economy Some signs of economic caution. klementoninvesting.substack.com) The economic schedule for the coming week. allstarcharts.com) What Wall Street jargon really means. newyorker.com)

Financial Advising 278

Financial Advising Economy Economics Media 278

Abnormal Returns

DECEMBER 21, 2023

Markets Small cap stocks still look cheap relative to large caps. finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. bloomberg.com) Sweden's stock market may cut back their trading hours. bloomberg.com) Sweden's stock market may cut back their trading hours.

Financial Advising 289

Financial Advising Media Economy Banking 289

Abnormal Returns

NOVEMBER 12, 2023

Markets U.S. allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? fortunesandfrictions.com) ETFs Why it isn't surprising that ETFs are gaining market share. doesn't have legalized prediction markets. wealthmanagement.com) Why seasonality matters.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

OCTOBER 14, 2024

Markets Checking in on the bull market, two years in. mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson. marginalrevolution.com) Earlier on Abnormal Returns Adviser links: family crises. optimisticallie.com) It's hard to find a losing asset class this year.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Abnormal Returns

NOVEMBER 24, 2023

(riaintel.com) In the next few months passive funds will have more market share than active funds. citywire.com) Economy Five economic reasons to be thankful including 'Low unemployment claims.' econbrowser.com) Falling response rates are putting economic data quality at-risk. Then check out our weekly e-mail newsletter.

Financial Advising 261

Financial Advising Economics Media Economy 261

Abnormal Returns

JULY 14, 2024

Strategy The stock market has changed so much over the past 50 years. awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

DECEMBER 22, 2023

Markets Just how bad was the 2022-23 bond drawdown? ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. bonddad.blogspot.com) Economic growth is trending around 2.0% (econbrowser.com) Earlier on Abnormal Returns Podcast links: extreme arbitrage. axios.com) What would a Warner Bros.

Financial Advising 278

Financial Advising Media Economy Economics 278

Abnormal Returns

MAY 30, 2024

Markets Trading in Nvidia ($NVDA) shares dwarf other large companies. sherwood.news) The 0DTE market just keeps growing. pionline.com) The weak office building market hasn't broken anything else.yet. apolloacademy.com) Why economic misinformation abounds. morningstar.com) Pay less attention to your investments.

Financial Advising 276

Financial Advising Media Economy Economics 276

Abnormal Returns

JUNE 9, 2024

theirrelevantinvestor.com) Markets Can we finally move past the Gamestock ($GME) era of markets? herbgreenberg.substack.com) Does anything matter any more in markets? wsj.com) Investing in ports has positive spillover economic effects. wsj.com) The economic schedule for the coming week.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. papers.ssrn.com) An aging workforce need not reduce economic growth. And we have a frozen housing market. theatlantic.com) The economic schedule for the coming week. ft.com) A review of the biggest crypto-related court cases in 2023.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Abnormal Returns

OCTOBER 11, 2024

gardenandgun.com) Economy The hurricanes are going to mess with economic data for awhile. bonddad.blogspot.com) Texas' housing market is normalizing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (frontofficesports.com) Inside the professional mini-golf tour.

Math 278

Math Financial Advising Media Economy 278

Abnormal Returns

SEPTEMBER 17, 2023

politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week. abnormalreturns.com) The question with emerging market equities is if, not when. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 288

Financial Advising Valuation Economy Economics 288

Abnormal Returns

AUGUST 18, 2024

Markets It's not your imagination, market moves are getting faster. apolloacademy.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Companies What's wrong with Starbucks ($SBUX)? No one is coming to save you.

Financial Advising 277

Financial Advising Taxes Media Government 277

Abnormal Returns

APRIL 28, 2024

Markets Why the stock market usually goes up. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. calculatedrisk.substack.com) The economic schedule for the coming week.

Financial Advising 277

Financial Advising Food Media Retirement 277

Abnormal Returns

MAY 14, 2024

Diversification The S&P 500 is now nearly 40% of global market cap. calculatedriskblog.com) Most economic data is an estimate, not the real thing. abnormalreturns.com) Adviser links: objectives and aspirations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 258

Financial Advising Media Economy Economics 258

Abnormal Returns

SEPTEMBER 24, 2023

humbledollar.com) Your view of the markets often depends on your time horizon. politico.com) Economy A look at the past half century of economic policy uncertainty. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 270

Financial Advising Economics Media Economy 270

Abnormal Returns

NOVEMBER 6, 2023

Markets A five-step framework for reading market news. mrzepczynski.blogspot.com) Five benefits of higher rates on cash, including no drag on holding an emergency fund. (econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience.

Financial Advising 273

Financial Advising Media Economy Numbers 273

Abnormal Returns

SEPTEMBER 1, 2023

on.spdji.com) Rates The bond market is completely different that it was a year ago. markets.businessinsider.com) Companies How retailers have responded to the post-pandemic era. (calculatedriskblog.com) The job market is definitely slowing. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.'

Financial Advising 264

Financial Advising Advertising Economy Retail 264

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. bonddad.blogspot.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tker.co) The U.S. yield curve has been inverted for a record amount of time.

Financial Advising 288

Financial Advising Commission Valuation Media 288

Abnormal Returns

OCTOBER 6, 2024

econofact.org) The home insurance market, post Helene, is likely to get more dysfunctional. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (eig.org) Immigration affects the economy in a lot of different ways.

Financial Advising 278

Financial Advising Economy Food Insurance 278

Abnormal Returns

APRIL 9, 2024

Markets Investors are coming to terms with higher short-term interest rates. nytimes.com) All the narrative rolling around the markets including 'Sticky inflation.' coindesk.com) Finance Financial institutions are increasingly relying on the public cloud operators. abnormalreturns.com) Adviser links: elder finances.

Financial Advising 264

Financial Advising Economy Manufacturing Media 264

Abnormal Returns

MAY 26, 2024

Markets Consumer discretionary stocks have been underperforming for awhile now. allstarcharts.com) Every big market trend eventually hits an 'air pocket.' downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. businessinsider.com) The housing market recovery is on track.

Financial Advising 267

Financial Advising Economy Education Media 267