Abnormal Returns

FEBRUARY 21, 2024

downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run. insidehook.com) Economy The Conference Board's LEI no longer signals recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Strategy Certainty sells. Nuance is what matters.

Financial Advising 225

Financial Advising Distribution Retail Media 225

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility.

Financial Advising 217

Financial Advising Valuation Retail Media 217

Abnormal Returns

JUNE 29, 2023

theinformation.com) Downtown retail has more than just a crime problem. businessinsider.com) Economy Q2 GDP was revised up to 2.0% carsongroup.com) Anemic wage growth has held back views about the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 203

Financial Advising Retail Economy Media 203

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." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 228

Financial Advising Insurance Economy Retail 228

Abnormal Returns

NOVEMBER 1, 2023

etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. 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. (finance.yahoo.com) TIPS are looking ever more attractive.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ft.com) Retail Suburban malls are now selling for pennies on the dollar. abnormalreturns.com) Adviser links: optimizing the wrong thing. Then check out our weekly e-mail newsletter.

Financial Advising 216

Financial Advising Retail Media Economy 216

Abnormal Returns

FEBRUARY 22, 2023

Strategy Why short term is our default investment setting. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. ft.com) Economy The economy is too hot for its own good. makes sense.

Financial Advising 130

Financial Advising Retail Economy Banking 130

Abnormal Returns

JUNE 25, 2023

wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 206

Financial Advising Valuation Retail Media 206

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." institutionalinvestor.com) Are retail investors going to return to crypto? wsj.com) Poland is planning to build nuclear power plants.

Financial Advising 224

Financial Advising Media Valuation Retail 224

Abnormal Returns

DECEMBER 15, 2022

(danieldrezner.substack.com) Russia Russia is now just targeting the Ukraine economy. nytimes.com) Economy Weekly initial unemployment claims aren't heading higher. calculatedriskblog.com) Retail sales are cooling off. abnormalreturns.com) Personal finance links: investing accordingly.

Financial Advising 182

Financial Advising Media Retail Economy 182

Abnormal Returns

MARCH 1, 2023

klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R. thedailybeast.com) Retail More cities and towns are saying rejecting new dollar stores. nytimes.com) Retailers are moving out of city centers closer to their customers. Nofsinger and Corey A.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. fortunesandfrictions.com) Medical knowledge builds on itself.

Portfolio 202

Portfolio Financial Advising Medical Retail 202

Abnormal Returns

APRIL 17, 2023

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? nytimes.com) How independent retail got a boost from the pandemic.

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

JANUARY 15, 2023

tker.co) Reg D offerings for retail investors are often illiquid, low information and high fee. wsj.com) What investment beliefs do you hold that a majority of investment pros would disagree with? awealthofcommonsense.com) The labor economy is already cooling off. nytimes.com) Why the labor economy is still so tight.

Financial Advising 130

Financial Advising Economy Retail Economics 130

Abnormal Returns

JULY 3, 2023

awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. newyorker.com) How does the rise of EVs affect the retail auto parts business? phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now. (insights.finominal.com) Strategy Why contrarians are usually wrong.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). wsj.com) Economy Are bank failures actually helping the Fed crush inflation? abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 198

Financial Advising Retail Media Economy 198

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely. unherd.com) Sports betting ads are ubiquitous.

Financial Advising 155

Financial Advising Banking Food Retail 155

Abnormal Returns

DECEMBER 16, 2022

etf.com) The end of the retail trading boom hasn't killed options volume. ft.com) Strategy Six investment lessons from the FTX scandal including 'Swim in regulated waters.' huddleup.substack.com) Economy Except for jobs, coincident indicators have stalled out. Markets International stocks might actually outperform the U.S.

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

JANUARY 18, 2023

angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

pionline.com) Infrastructure investments have been a buffer for pension funds this year. npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) GoodRx ($GDRX) is now targeting doctors.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

NOVEMBER 4, 2022

morningstar.com) Crypto Fidelity is prepping a retail crypto trading platform. hunterwalk.com) Global The Canadian economy continues to add jobs. bnnbloomberg.ca) Tiger Global is reportedly halting new investments in China. 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

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

NOVEMBER 28, 2022

Crypto Fidelity has opened up access to its retail crypto account. coindesk.com) Jane Street never invested in FTX. klementoninvesting.substack.com) There is a difference between being socially responsible and ESG investing. financial-planning.com) The market has voted for transparent ETFs over non-transparent.

Financial Advising 197

Financial Advising Retail Media Economy 197

Abnormal Returns

APRIL 26, 2024

awealthofcommonsense.com) Why investors are often vulnerable to sales pitches for 'safe' investments. wsj.com) Finance Retail traders are.trading. 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 243

Financial Advising Retail Media Economy 243

Aleph

JANUARY 14, 2023

link] This situation may be hopeless, so learn from the broader principle: be careful before investing in anything where it is extra difficult to vote out management. There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 11, 2023 Barbarians Are at Grayscale’s Gates. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

Abnormal Returns

JULY 16, 2023

wsj.com) Netflix Netflix ($NFLX) is still investing in the video game business. bloomberg.com) Why institutional investors want retail to jump into private equity. theovershoot.co) Economy Good news/bad news for the U.S. economy including falling gasoline prices and rising used car prices.

Advertising 220

Advertising Financial Advising Economy Economics 220

Abnormal Returns

SEPTEMBER 24, 2022

capitalspectator.com) Strategy Why it's important to make investment decisions before a bear market hits. awealthofcommonsense.com) Consistency is an investing superpower. novelinvestor.com) Trading Retail investing is not going to become less 'democratized.' abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 182

Financial Advising Retail Media Economy 182

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. The advice part of being a financial adviser is the hard part. NADIG: — through all the acquisitions they were doing.

Management 270

Management Assets Portfolio Investing 270

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. Class of 2023 Knowledge Brokers anticipate what successful investing in turbulent times will look like.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130