Abnormal Returns

JULY 14, 2022

(morningstar.com) Comparing the last three big bear markets. theinformation.com) Jamie Dimon is cautious about the economy. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands.

Marketing 130

Marketing Marketing License Financial Advising 130

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." morningstar.com) Economy The August PCE price index increased 6.2% rental housing market is rapidly cooling off.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

NOVEMBER 6, 2022

tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. abnormalreturns.com) How market shocks affect our perceptions of risk.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

NOVEMBER 4, 2022

hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Abnormal Returns

OCTOBER 23, 2022

statnews.com) BlackRock’s ($BLK) financial markets advisory group has become a go-to resource for governments. libertystreeteconomics.newyorkfed.org) Economy Why isn't inflation falling? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Ask consumers and businesses.

Financial Advising 100

Financial Advising Media Government Economy 100

Abnormal Returns

MAY 23, 2023

theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% abnormalreturns.com) Adviser links: complex things. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? from the peak.

Financial Advising 205

Financial Advising Media Economy Banking 205

Brown Advisory

SEPTEMBER 6, 2022

As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. Near-term cutbacks risk innovation and long-term growth.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. RITHOLTZ: Way back when?

Management 268

Management Assets Portfolio Investing 268