Abnormal Returns

OCTOBER 24, 2023

morningstar.com) Is gold a good investment? blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." bloomberg.com) Global Germany's economy has badly lagged since the pandemic. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong.

Financial Advising 231

Financial Advising Economy Media Numbers 231

Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience.

Financial Advising 216

Financial Advising Media Economy Economics 216

Abnormal Returns

OCTOBER 27, 2023

awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. If I had to describe the economy using one word, I would use “strong.” kyla.substack.com) Economy Americans just keep on spending. econbrowser.com) The Fed is putting the economy at risk.

Media 237

Media Financial Advising Economy Numbers 237

Abnormal Returns

DECEMBER 3, 2023

newyorker.com) Venture capital More VC funds are running out time while still holding investments. axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers.

Asset Allocation 211

Asset Allocation Financial Advising Startup Economy 211

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing. nytimes.com)

Financial Advising 188

Financial Advising Startup Taxes Financial Services 188

Abnormal Returns

APRIL 27, 2023

bloomberg.com) Cash is not a passive investment. investmenttalk.substack.com) The economy is always uncertain. frontofficesports.com) Economy The U.S. economy is facing any number of headwinds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 181

Financial Advising Economy Education Insurance 181

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" wapo.st) Given bad affordability numbers its hard to see house prices bottoming soon.

Financial Advising 210

Financial Advising Media Retirement Economy 210

Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession. bonddad.blogspot.com) The ISM services number is in steep decline. abnormalreturns.com) Adviser links: spreadsheet knowledge.

Startup 214

Startup Financial Advising Economy Media 214

Abnormal Returns

APRIL 2, 2023

Strategy Your investment strategy needs to work in all markets. nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months.

Financial Advising 181

Financial Advising Banking Economy Insurance 181

Abnormal Returns

DECEMBER 24, 2023

awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. behavioralscientist.org) The 10 best tech books of 2023 including "Numbers Go Up" by Zeke Faux. shepherd.com) Economy You can't guarantee a soft landing just yet. Then check out our weekly adviser-focused newsletter.

Financial Advising 203

Financial Advising Media Taxes Economy 203

Abnormal Returns

JUNE 20, 2023

Strategy Warren Buffett's advice on active vs. passive investing is clear. wsj.com) FTX's legal, consulting and financial services providers are raking it in. calculatedriskblog.com) A record number of multi-family homes are under construction. foreignaffairs.com) Economy Why OPEC has been unable to push oil prices higher.

Financial Advising 199

Financial Advising Financial Services Consulting Media 199

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? realreturns.blog) 13 lessons from the FTX meltdown.

Financial Advising 193

Financial Advising Valuation Media Economy 193

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here!

Ethics 192

Ethics License Financial Advising Startup 192

Abnormal Returns

JULY 19, 2022

tomtunguz.com) A reading list on how to go about getting started in angel investing. wsj.com) Economy There is a record number of housing units currently under construction. abnormalreturns.com) Adviser links: estate tax intricacies. howardlindzon.com) The partisan entrepreneurship gap is time-varying.

Financial Advising 203

Financial Advising Valuation Media Taxes 203

Abnormal Returns

MARCH 28, 2023

behaviouralinvestment.com) How to avoid investment complexity. ft.com) Economy The January 2023 Case-Shiller numbers show a continued deceleration in home price gains. theirrelevantinvestor.com) Financial stresses are on the rise. abnormalreturns.com) Adviser links: hyperbole cycles.

Financial Advising 130

Financial Advising Banking Media Economy 130

Abnormal Returns

NOVEMBER 17, 2022

davidepstein.substack.com) Economy The Fed needs a new path forward. ritholtz.com) Initial jobless claims are showing a cooling economy. bonddad.blogspot.com) There are a record number of housing units under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Economy Media Economics 130

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

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

Abnormal Returns

SEPTEMBER 20, 2023

ft.com) Fund management Ark Invest is expanding into Europe, via acquisition. ft.com) Writing online Casey Newton, "There are a shocking number of unfilled niches in paid newsletters." neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. Then check out our weekly e-mail newsletter.

Financial Advising 240

Financial Advising Valuation Media Economy 240

Abnormal Returns

NOVEMBER 28, 2022

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. axios.com) Economy Where coincident state indexes stand.

Financial Advising 195

Financial Advising Retail Media Economy 195

Abnormal Returns

NOVEMBER 23, 2022

Strategy The normalization of interest rates is going to change how people invest. behaviouralinvestment.com) Why wealthy investor don't invest aggressively enough. arstechnica.com) Venture capital Just how deep in the hole is Masayoshi Son on his Vision Fund 'investments'? abnormalreturns.com) Don't borrow money to invest.

Financial Advising 203

Financial Advising Advertising Economy Economics 203

Abnormal Returns

MARCH 9, 2023

evidenceinvestor.com) Cathie Wood’s Ark Investment Management has earned more than $300 million in fees on $ARKK. theconversation.com) Economy A half point Fed rate hike is again on the table. axios.com) The number of open construction jobs has fallen dramatically. tker.co) SPIVA reports keep telling the same story.

Financial Advising 130

Financial Advising Manufacturing Media Management 130

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. Jan 08, 2023 Culture US birth rates are at record lows – even though the number of kids most Americans say they want has held steady [link] There is no mystery here.

Math 59

Math Assets Government Engineering 59

Abnormal Returns

FEBRUARY 5, 2023

marknewfield.substack.com) Horrific investment mistakes are often a function of leverage. wsj.com) The numbers behind the ETF business show how tough it is to successfully launch a new fund. vox.com) Economy How the January NFP report lines up with other economic data. Strategy You can't catch every bull (or bear) market.

Financial Advising 195

Financial Advising Media Economics Economy 195

Abnormal Returns

AUGUST 16, 2022

allstarcharts.com) Our investment behavior is dependent on what we already did. has amassed a nearly 10% stake in Ally Financial ($ALLY). advisorperspectives.com) Economy An increasing number of home deals are falling apart. abnormalreturns.com) Adviser links: better listening. ft.com) Berkshire Hathaway ($BRK.B)

Financial Advising 130

Financial Advising Startup Media Economy 130

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