Abnormal Returns

SEPTEMBER 5, 2023

awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. morningstar.com) Economy Heavy truck sales are still expanding. calculatedriskblog.com) These two manufacturing sectors have yet to roll over. abnormalreturns.com) Adviser links: the power of personalization.

Financial Advising 227

Financial Advising Budgeting Manufacturing Media 227

Abnormal Returns

NOVEMBER 1, 2023

(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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: value traps.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

MARCH 17, 2023

institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? calculatedriskblog.com) It's hard to run a semiconductor manufacturing plant without trained workers. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Longform links: combating burnout.

Financial Advising 202

Financial Advising Startup Banking Manufacturing 202

Abnormal Returns

MAY 1, 2023

etftrends.com) Economy Is the U.S. calculatedrisk.substack.com) The ISM Manufacturing index has been below 48 for 5 months. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 190

Financial Advising Startup Banking Manufacturing 190

Abnormal Returns

NOVEMBER 21, 2022

thewaiterspad.com) Why you should spend as little time on investing as possible. slate.com) Despite some big moves, Apple ($AAPL) is still dependent on China for manufacturing. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. abnormalreturns.com) Don't borrow money to invest.

Financial Advising 178

Financial Advising Startup Manufacturing Media 178

Abnormal Returns

AUGUST 31, 2022

theirrelevantinvestor.com) How the Dempster Mill Manufacturing Company made Warren Buffett miserable. rationalwalk.com) Keep you politics far away from your investments. forbes.com) Economy The Fed is talking a big game at the moment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 179

Startup Financial Advising Manufacturing Media 179

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. nytimes.com) The UK has 'deconverged' from the rest of the global economy. axios.com) U.S. in 2022 vs. 2021.

Startup 181

Startup Valuation Financial Advising Distribution 181

Abnormal Returns

FEBRUARY 24, 2023

awealthofcommonsense.com) How 5% safe interest rates change the investment landscape. wsj.com) Economy The January PCE came it higher than expected. calculatedriskblog.com) Manufacturing is hanging in there. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! You know what pays income?

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Abnormal Returns

JULY 3, 2023

awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now. wsj.com) Earlier on Abnormal Returns Adviser links: referral-worthy advice. insights.finominal.com) Strategy Why contrarians are usually wrong.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

MARCH 1, 2023

klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R. washingtonpost.com) Economy The February ISM manufacturing report is well below 50. bonddad.blogspot.com) Why the economy has not yet tipped into recession. Nofsinger and Corey A.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

APRIL 23, 2023

(axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. theatlantic.com) The U.S.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

APRIL 9, 2023

humbledollar.com) Rich people can take flyers on risky investments that you can't. wsj.com) Why so many financial services companies introduce friction into the system. manufacturing plants is at a record high. vox.com) Economy Hours worked are below where they were pre-pandemic. nytimes.com) Construction spending on U.S.

Financial Advising 155

Financial Advising Startup Financial Services Manufacturing 155

Abnormal Returns

AUGUST 1, 2022

ft.com) Economy This indicator doesn't show a recession yet. econbrowser.com) However manufacturing and construction now look like negatives for the economy. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: valuing your time. (on.ft.com) Is there actually a way to short a startup?

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

Abnormal Returns

DECEMBER 1, 2022

(economist.com) Carbon offsets Timberland manager, Manulife Investment Management, is getting into the forest-offset market. theconversation.com) Global Is China's stock market still even investable? ft.com) How European manufacturers are dealing with higher natural gas prices. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Abnormal Returns

SEPTEMBER 11, 2022

ft.com) Buy American Re-shoring manufacturing activity can only go so far. nytimes.com) Economy Everyone is looking for compelling evidence that inflation is coming down. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Abnormal Returns

DECEMBER 6, 2022

ft.com) Tech Taiwan Semi ($TSM) is expanding its Arizona manufacturing ambitions. theinformation.com) Funds Three questions to answer before investing in an active fund. wsj.com) Economy The Fed has been very clear about its goals. abnormalreturns.com) Adviser links: technical skill. Thanks, Dave!

Financial Advising 130

Financial Advising Startup Distribution Manufacturing 130

Abnormal Returns

MARCH 9, 2023

evidenceinvestor.com) Cathie Wood’s Ark Investment Management has earned more than $300 million in fees on $ARKK. is having a hard time keeping up with ammunition manufacturing. theconversation.com) Economy A half point Fed rate hike is again on the table. tker.co) SPIVA reports keep telling the same story. semafor.com) The U.S.

Financial Advising 130

Financial Advising Manufacturing Media Management 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