Abnormal Returns

SEPTEMBER 15, 2023

Markets When network effects reverse, look out. wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. ft.com) Venture capital Most companies are not suitable for a venture capital investment. msn.com) Economy Is the decline in inflation done? vox.com) Finance Look out.

Investing 230

Investing Investments Financial Advising Manufacturing 230

Abnormal Returns

OCTOBER 19, 2023

(ft.com) Sentiment How media is driving a wedge between the economy and sentiment. marginalrevolution.com) Housing What it would take to unlock the housing market. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims. ritholtz.com) Annie Lowery, "Things are great, but folks are mad."

Financial Advising 205

Financial Advising Investing Investments Media 205

Abnormal Returns

AUGUST 18, 2023

Strategy Even if you have the news, doesn't mean you can predict the market's reaction. washingtonpost.com) Global Novo Nordisk ($NVO) dominates the Danish stock market. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy.

Investing 192

Investing Investments Financial Advising Startup 192

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? Those stakes are set to change hands.

Investing 207

Investing Investments Startup Financial Advising 207

Abnormal Returns

MAY 14, 2024

Diversification The S&P 500 is now nearly 40% of global market cap. awealthofcommonsense.com) Strategy Investment misses are inevitable. ofdollarsanddata.com) Economy Heavy truck sales rose in April. abnormalreturns.com) Adviser links: objectives and aspirations. Then check out our weekly e-mail newsletter.

Financial Advising 190

Financial Advising Media Economy Economics 190

Abnormal Returns

MAY 24, 2024

Markets Why do companies do stock splits? 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. sherwood.news) T+1 settlement is here.

Financial Advising 199

Financial Advising Economy Media Banking 199

Abnormal Returns

APRIL 26, 2024

Strategy Do higher rates spell doom for the stock market? awealthofcommonsense.com) Why investors are often vulnerable to sales pitches for 'safe' investments. vox.com) Economy An unfortunate side effect of inflation: uncertainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 227

Financial Advising Retail Media Economy 227

Abnormal Returns

FEBRUARY 28, 2024

Markets Some of the most speculative sectors are perking up. 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.

Valuation 231

Valuation Financial Advising Startup Media 231

Abnormal Returns

SEPTEMBER 16, 2022

awealthofcommonsense.com) Why studying the stock market is so fascinating. protocol.com) Funds An investment in a private fund requires a different level of due diligence. housingwire.com) Economy Weekly initial unemployment claims continue to decline. abnormalreturns.com) Adviser links: a messy reality.

Economy 130

Economy Financial Advising Media Management 130

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? ft.com) Every market correction doesn't turn into a bear market. awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. Treasury market is set for some big changes. wsj.com) The U.S. wsj.com) The U.S.

Financial Advising 219

Financial Advising Media Economy Portfolio 219

Abnormal Returns

FEBRUARY 4, 2024

Markets Some signs of internal weakness in the stock market. morningstar.com) Strategy Investing is too complicated to be boiled down to a single indicator. disciplinefunds.com) Policy Why criminalizing ESG investing is ridiculous. noahpinion.blog) Russia's economy is holding up better than expected.

Financial Advising 240

Financial Advising Economy Food Economics 240

Abnormal Returns

FEBRUARY 17, 2023

Markets European natural gas prices are back down to Q4 2021 levels. 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?

Investing 196

Investing Investments Financial Advising Media 196

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. market in 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.

Advertising 237

Advertising Financial Advising Communication Economy 237

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. 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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 216

Financial Advising Economy Media Economics 216

Abnormal Returns

FEBRUARY 9, 2024

Markets All-time stock market highs is not a bearish signal. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. anderson-review.ucla.edu) An investment fund that only invests in whiskey barrels.

Financial Advising 230

Financial Advising Media Valuation Economy 230

Abnormal Returns

MARCH 15, 2024

joincolossus.com) Crypto riches could fuel another bull market in used Rolexes. 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. worth.com)

Financial Advising 213

Financial Advising Food Startup Wealth Management 213

Abnormal Returns

JANUARY 7, 2024

Markets Survey data is really only useful at extremes. theirrelevantinvestor.com) Stock markets around the world are at or near their highs. awealthofcommonsense.com) It takes time to develop your investing principles. erikmcclure.com) Why the booming Sunbelt economy has bypassed the state of Mississippi. wsj.com) U.S.

Financial Advising 233

Financial Advising Economy Media Government 233

Abnormal Returns

APRIL 23, 2024

Geopolitics A look at how geopolitical events affect the stock market. morningstar.com) Why people make seemingly bad financial decisions. wsj.com) Fund management Despite a market rally, Ark Invest AUM is struggling to maintain AUM. wsj.com) More downside-protected ETFs are coming to market.

Financial Advising 230

Financial Advising Media Economy Management 230

Abnormal Returns

APRIL 25, 2024

Markets The energy sector is still less than 4% of the S&P 500. 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. seeitmarket.com) There's no return without risk.

Accounting 250

Accounting Consulting Financial Advising Valuation 250

Abnormal Returns

APRIL 11, 2024

Markets These 15 stocks destroyed the most value in the past decade. morningstar.com) Is the worst over for the UK stock market? ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theirrelevantinvestor.com) What perma-bears get wrong about this stock market. Better and less.

Media 239

Media Financial Advising Economy Economics 239

Abnormal Returns

MARCH 5, 2024

Markets Industrials are leading. 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.

Financial Advising 251

Financial Advising Media Economy Sales 251

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 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.

Financial Advising 203

Financial Advising Startup Media Economy 203

Abnormal Returns

APRIL 19, 2024

Markets TIPS are on sale. advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. ft.com) The bifurcation of the new and existing home markets continues.

Startup 235

Startup Financial Advising Media Economy 235

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously." observer.com) Treasury market liquidity is a growing risk. ft.com) Credit cards are a legacy system. Thanks, Dave!

Startup 188

Startup Marketing Marketing Financial Advising 188

Abnormal Returns

MARCH 7, 2024

Markets Apple, Google and Tesla are underperforming. ft.com) Robinhood ($HOOD) has hired Klutch Sports to help with marketing. spyglass.org) Shopping Smaller Whole Foods Market Daily Shops are coming to urban areas. theincidentaleconomist.com) Global Italy's economy is having a moment. year-over-year.

Financial Advising 215

Financial Advising Food Economy Media 215

Abnormal Returns

DECEMBER 22, 2023

Markets Just how bad was the 2022-23 bond drawdown? wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. morningstar.com) Economy November PCE came in at 3.2% priceactionlab.com) Streaming Lionsgate ($LGF.A)

Financial Advising 233

Financial Advising Media Economy Economics 233

Abnormal Returns

APRIL 17, 2023

Markets The case for international stocks. whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. netinterest.co) WisdomTree Investment's ($WT) biggest shareholder is open revolt against management. wsj.com) Economy Why is the media trying to scare everyone about a recession?

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? ft.com) The Graystone Bitcoin Trust ($GBTC) is down to a ~36% market share. theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. abnormalreturns.com) Adviser links: organic growth. increase in national house prices.

Pharmaceutical 195

Pharmaceutical Financial Advising Economy Media 195

Abnormal Returns

NOVEMBER 9, 2022

Markets If nothing else, the Fed is causing investors pain. 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? howiesarchive.com) The risk/reward equation for bonds has done a 180.

Investing 217

Investing Investments Financial Advising Advertising 217

Abnormal Returns

NOVEMBER 22, 2023

ft.com) Do you really want your target-date fund investing direct real estate? morningstar.com) Housing How demographics are affecting the housing market. 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.

Financial Advising 221

Financial Advising Startup Media Economy 221

Abnormal Returns

OCTOBER 22, 2023

Bonds The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Bond bear markets are different then stock bear markets. awealthofcommonsense.com) How time horizon affects the odds of investing in equities. awealthofcommonsense.com) How time horizon affects the odds of investing in equities.

Financial Advising 197

Financial Advising Media Economy Taxes 197

Abnormal Returns

MARCH 6, 2024

Markets Not every drawdown is a buying opportunity. allstarcharts.com) Investment acronyms are a crap shoot at best. moontower.substack.com) Economy Not much changed in the January JOLTS. econbrowser.com) Why Europe's economy is lagging the U.S. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here!

Financial Advising 219

Financial Advising Budgeting Economy Media 219

Abnormal Returns

MARCH 10, 2024

Markets FANG stock skeptics were wrong. It is investing big in the future. wsj.com) Strategy Ben Carlson, "Our emotions are rigged, not the stock market." theirrelevantinvestor.com) Ian Cassel, "Buffett has been compounding his reputation for 70 years with investors, operators, financiers, world leaders, everyone.

Financial Advising 167

Financial Advising Media Economy Economics 167

Abnormal Returns

APRIL 17, 2024

Rates The Treasury market is buying into a 'higher for longer' scenario. capitalspectator.com) The stock market was not counting on higher yields in 2024. downtownjoshbrown.com) Strategy Geopolitics and investing don't mix well. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 167

Financial Advising Media Economy Economics 167

Abnormal Returns

NOVEMBER 3, 2023

Markets There are always scary headlines in the stock market. awealthofcommonsense.com) One week doth not a bond bull market make. ft.com) Economy The October NFP report showed a 150k increase in jobs and a 3.9% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Electronics 234

Electronics Financial Advising Media Economy 234

Abnormal Returns

FEBRUARY 13, 2024

Markets Why the Magnificent Seven are outperforming: earnings. apolloacademy.com) Markets work: the case of lithium. marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. riabiz.com) Economy Core CPI ex-shelter was up 2.2% abnormalreturns.com) Adviser links: diverse talent.

Financial Advising 219

Financial Advising Startup Retail Media 219

Abnormal Returns

MARCH 31, 2024

Strategy On the benefits of keeping an investment journal. readtrung.com) ETFs How to choose among total stock market ETFs. nber.org) Economy Why the odds of a June rate cut are falling. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License 250

License Financial Advising Economics Media 250