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 197

Financial Advising Media Economy Economics 197

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 255

Marketing Marketing Financial Advising Manufacturing 255

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 256

Financial Advising Media Economy Investing 256

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 250

Financial Advising Communication Media Economy 250

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 236

Financial Advising Media Valuation Economy 236

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? (morningstar.com) Is the worst over for the UK stock market?

Media 249

Media Financial Advising Economy Economics 249

Abnormal Returns

FEBRUARY 14, 2023

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. behaviouralinvestment.com) The more a fund investing in alternatives, the more it needs to manage cash requirements.

Investing 216

Investing Investments Financial Advising Economy 216

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 241

Valuation Financial Advising Startup Media 241

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Investing 196

Investing Investments Financial Advising Startup 196

Abnormal Returns

SEPTEMBER 15, 2023

ft.com) Venture capital Most companies are not suitable for a venture capital investment. msn.com) Economy Is the decline in inflation done? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? chrisneumann.com) Which companies might go through the IPO window?

Investing 238

Investing Investments Financial Advising Manufacturing 238

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 211

Investing Investments Startup Financial Advising 211

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 223

Financial Advising Economy Media Economics 223

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 256

Accounting Consulting Financial Advising Valuation 256

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not any more.

Financial Advising 211

Financial Advising Startup Media Economy 211

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 221

Financial Advising Food Startup Wealth Management 221

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 226

Financial Advising Media Economy Portfolio 226

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bestinterest.blog) Big winners require patience.

Financial Advising 174

Financial Advising Risk Management Media Retail 174

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 261

Financial Advising Media Economy Sales 261

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 255

Financial Advising Medical Economy Retail 255

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 247

Advertising Financial Advising Communication Economy 247

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.” (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) Adviser links: old school thinking.

Financial Advising 238

Financial Advising Media Economy Management 238

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 229

Financial Advising Startup Media Economy 229

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 201

Investing Investments Financial Advising Media 201

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 244

Startup Financial Advising Media Economy 244

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 254

Education Startup Financial Advising Economy 254

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 271

Financial Advising Valuation Retail Media 271

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 206

Financial Advising Media Economy Taxes 206

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 209

Marketing Marketing Financial Advising Economy 209

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 243

Financial Advising Media Economy Economics 243

Abnormal Returns

OCTOBER 27, 2023

awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. econbrowser.com) The Fed is putting the economy at risk.

Media 233

Media Financial Advising Economy Numbers 233

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 202

Pharmaceutical Financial Advising Economy Media 202

Abnormal Returns

NOVEMBER 27, 2023

bloomberg.com) How a co-founder of WhatsApp is investing his money these days. forbes.com) Economy Gasoline prices have fallen 60 days straight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 244

Financial Advising Media Economy Banking 244

Abnormal Returns

JANUARY 9, 2024

etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. ft.com) Economy How much is negative news sentiment driving bad economic vibes? abnormalreturns.com) Adviser links: advancing your business. wsj.com) Dating apps are upping their subscription efforts.

Financial Advising 221

Financial Advising Media Economy Economics 221

Abnormal Returns

MARCH 10, 2024

It is investing big in the future. theirrelevantinvestor.com) Ian Cassel, "Buffett has been compounding his reputation for 70 years with investors, operators, financiers, world leaders, everyone. betonit.ai) Economy Why is productivity improving? Markets FANG stock skeptics were wrong. So is their impact. nytimes.com)

Financial Advising 173

Financial Advising Media Economy Economics 173

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 239

Financial Advising Startup Economy Media 239

Abnormal Returns

AUGUST 29, 2023

(ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. abnormalreturns.com) Adviser links: motivational interviewing.

Financial Advising 231

Financial Advising Economy Media Economics 231

Abnormal Returns

JANUARY 31, 2024

spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. blog.johnwallstreet.com) Economy The labor market continues to soften. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers?

Financial Advising 212

Financial Advising Media Economy Economics 212