Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. nytimes.com) Economy Disinflation isn't moving in a straight line. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets European natural gas prices are back down to Q4 2021 levels.

Investing 199

Investing Investments Financial Advising Media 199

Abnormal Returns

MAY 17, 2024

(theirrelevantinvestor.com) There are two approaches to investing. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mrzepczynski.blogspot.com) It's easy to forget the pain of volatility.

Financial Advising 220

Financial Advising Media Economy Numbers 220

Abnormal Returns

MAY 23, 2024

Strategy How modern investment scams use stolen identities to work. bloomberg.com) Economy The Sahm Rule is not at-risk of triggering any time soon. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Bad actors are abusing your most valuable asset, attention.

Financial Advising 199

Financial Advising Media Economy Assets 199

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 251

Financial Advising Media Economy Investing 251

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy.

Food 233

Food Financial Advising Media Economy 233

Abnormal Returns

MAY 14, 2024

awealthofcommonsense.com) Strategy Investment misses are inevitable. ofdollarsanddata.com) Economy Heavy truck sales rose in April. abnormalreturns.com) Adviser links: objectives and aspirations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 193

Financial Advising Media Economy Economics 193

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (protocol.com) Housing Redfin ($RDFN) is laying off 13% of its workforce and is getting out of the home flipping business.

Investing 219

Investing Investments Financial Advising Advertising 219

Abnormal Returns

MAY 24, 2024

sherwood.news) GLP-1 drugs Eli Lilly ($LLY) is investing big to make more Mounjaro and Zepbound. healthline.com) Economy Keep an eye on real disposable income growth. apolloacademy.com) How the last 20 years in the economy have played out. (bloomberg.com) Office vacancies are headed higher.

Financial Advising 169

Financial Advising Economy Media Banking 169

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. wsj.com) How at-risk is Japan to financial instability? marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago.

Marketing 251

Marketing Marketing Financial Advising Manufacturing 251

Abnormal Returns

APRIL 25, 2024

axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% Then check out our weekly e-mail newsletter.

Accounting 253

Accounting Consulting Financial Advising Valuation 253

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. bonddad.blogspot.com) The U.S.

Financial Advising 251

Financial Advising Medical Economy Retail 251

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. nytimes.com) Economy February Case-Shiller showed a 6.4% abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) The best investors are running their own race.

Financial Advising 245

Financial Advising Communication Media Economy 245

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 236

Valuation Financial Advising Startup Media 236

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 217

Financial Advising Food Startup Wealth Management 217

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? ft.com) Economy The U.S. is leading the global economy, post-pandemic. hbr.org) A look at the tail winds behind the aggregates business.

Financial Advising 233

Financial Advising Media Valuation Economy 233

Abnormal Returns

MARCH 5, 2023

armoxon.substack.com) Economy Given everything, why aren't home prices lower? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (progress.institute) Why won't the USPS close the change-of-address fraud loophole? techcrunch.com) The pandemic murder wave has seemingly crested.

Investing 130

Investing Investments Startup Math 130

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. washingtonpost.com) Economy it's not just the U.S. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: a reliable support system. wsj.com) The U.S.

Financial Advising 223

Financial Advising Media Economy Portfolio 223

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. biopharmadive.com) Economy Heavy truck sales increased in February. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Adviser links: a reliable support system. Markets Industrials are leading.

Financial Advising 256

Financial Advising Media Economy Sales 256

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. Then check out our weekly e-mail newsletter.

Financial Advising 219

Financial Advising Economy Media Economics 219

Abnormal Returns

FEBRUARY 27, 2024

biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. axios.com) Economy Home prices are still ticking higher. econbrowser.com) How immigration is helping the economy.

Advertising 242

Advertising Financial Advising Communication Economy 242

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? semafor.com) Economy A look at broadening real wage growth. axios.com) Earlier on Abnormal Returns Adviser links: old school thinking. axios.com) Earlier on Abnormal Returns Adviser links: old school thinking. Markets Commodities are having a standout 2024.

Financial Advising 207

Financial Advising Startup Media Economy 207

Abnormal Returns

NOVEMBER 10, 2022

washingtonpost.com) Economy High inflation at this point is primarily a function of housing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (frontofficesports.com) How FTX will affect Web3. tomtunguz.com) Global The scale of the losses in Ukraine is 'tremendous.'

Investing 130

Investing Investments Financial Advising Media 130

Abnormal Returns

APRIL 23, 2024

wsj.com) Fund management Despite a market rally, Ark Invest AUM is struggling to maintain AUM. thinkadvisor.com) Economy Jamie Dimon, “Even if we go into recession, the consumer’s still in good shape.” (ft.com) Earlier on Abnormal Returns Research links: changing market equilibria. Then check out our weekly e-mail newsletter.

Financial Advising 234

Financial Advising Media Economy Management 234

Abnormal Returns

NOVEMBER 13, 2023

theinformation.com) What rate of return do successful VCs need to get from their investments? wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy. ft.com) Earlier on Abnormal Returns Adviser links: exclusivity and personalization.

Education 249

Education Startup Financial Advising Economy 249

Abnormal Returns

APRIL 19, 2024

advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. notboring.co) Economy The rapidity of the rise in prices makes it feel all the worse. calculatedrisk.substack.com) Earlier on Abnormal Returns Podcast links: in search of financial security.

Startup 240

Startup Financial Advising Media Economy 240

Abnormal Returns

APRIL 11, 2024

ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. nixons.substack.com) How fast is India's economy really growing? Markets These 15 stocks destroyed the most value in the past decade.

Media 244

Media Financial Advising Economy Economics 244

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 267

Financial Advising Valuation Retail Media 267

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. abnormalreturns.com) An example where investing out of spite doesn't work out. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 205

Marketing Marketing Financial Advising Economy 205

Abnormal Returns

APRIL 15, 2024

(mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. wsj.com) Economy National homebuilder confidence was unchanged in April. axios.com) Earlier on Abnormal Returns Adviser links: making the right decisions. bestinterest.blog) Big winners require patience.

Financial Advising 171

Financial Advising Risk Management Media Retail 171

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% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. down from 5.6% at the peak.

Financial Advising 238

Financial Advising Media Economy Economics 238

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 202

Financial Advising Media Economy Taxes 202

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. bloomberg.com) ETFs ETFs continue to generate interest among advisers. investmentnews.com) Advisers are, by and large, hanging back on Bitcoin. msn.com) Economy October CPI came in at a 3.1% morningstar.com) Finance $4 trillion of 'dry powder' for PE.

Financial Advising 221

Financial Advising Retail Media Economy 221

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. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 225

Financial Advising Startup Media Economy 225

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% abnormalreturns.com) Adviser links: demonstrating confidence.

Assets 200

Assets Financial Advising Media Economy 200

Abnormal Returns

AUGUST 23, 2023

Strategy Better investing comes from better decision making. blog.validea.com) The only way to learn about investing is actually putting money on the line. ft.com) Economy Few workers make only the minimum wage any more. abnormalreturns.com) Research links: investment time horizons.

Communication 193

Communication Financial Advising Media Economy 193

Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. abnormalreturns.com) Adviser links: organic growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Pharmaceutical 199

Pharmaceutical Financial Advising Economy Media 199

Abnormal Returns

NOVEMBER 20, 2023

integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. stratechery.com) AI development is computationally, and financially, expensive. axios.com) Finance Wherever you look PE firms are struggling to exit investments. Markets The U.S. vox.com) The trucking industry is in a downturn.

Financial Advising 225

Financial Advising Media Economy Sales 225