Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Meta ($META) is laying off some 11,000 employees.

Investing 227

Investing Investments Financial Advising Advertising 227

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? 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?

Financial Advising 217

Financial Advising Media Economy Economics 217

Abnormal Returns

AUGUST 4, 2023

whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% bonddad.blogspot.com) The American economy is normalizing. unemployment rate.

Economics 211

Economics Financial Advising Healthcare Economy 211

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. wsj.com) The investment business is filled with spins on the classics. humbledollar.com) Economy National home builder confidence fell in September. (axios.com) Finance Chicago's role as a trading hub is at-risk.

Financial Advising 146

Financial Advising Media Economy Financial Planning 146

Abnormal Returns

OCTOBER 27, 2023

(awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. If I had to describe the economy using one word, I would use “strong.” econbrowser.com) The Fed is putting the economy at risk.

Media 237

Media Financial Advising Economy Numbers 237

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. Then check out our weekly adviser-focused newsletter.

Financial Advising 230

Financial Advising Startup Media Government 230

Abnormal Returns

JANUARY 11, 2024

(blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live. ft.com) Economy Weekly initial unemployment claims aren't budging. abnormalreturns.com) Personal finance links: investment politicians. arxiv.org) How to deal with the planning fallacy.

Financial Advising 159

Financial Advising Media Taxes Economy 159

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. axios.com) Economy What does measures of 'economic uncertainty' actually measure? Then check out our weekly e-mail newsletter.

Financial Advising 212

Financial Advising Media Insurance Economy 212

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation.

Financial Advising 179

Financial Advising Economy Valuation Consulting 179

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. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 228

Financial Advising Insurance Economy Retail 228

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. axios.com) Funds Vanguard is planning to push farther into direct indexing. rogersplanning.blogspot.com) Economy Weekly initial unemployment claims have stopped going down. wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 221

Financial Advising Startup Communication Economy 221

Abnormal Returns

APRIL 27, 2023

bloomberg.com) Cash is not a passive investment. investmenttalk.substack.com) The economy is always uncertain. theverge.com) Sports betting How Fanatics plans to tackle the sports gambling market. frontofficesports.com) Economy The U.S. economy is facing any number of headwinds.

Financial Advising 183

Financial Advising Economy Education Insurance 183

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 200

Financial Advising Startup Economy Media 200

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” wsj.com) Economy "The Fed is no longer behind the curve." abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 216

Financial Advising Retail Media Economy 216

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?" theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims.

Financial Advising 212

Financial Advising Media Retirement Economy 212

Abnormal Returns

FEBRUARY 13, 2023

Strategy Jumping from investment strategy to strategy is a recipe for disaster. marknewfield.substack.com) Good investment strategy is timeless. washingtonpost.com) Companies Businesses are not planning to slow their tech spending any time soon. wsj.com) Apple ($AAPL) has been slow rolling out new financial services.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

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.

Financial Advising 190

Financial Advising Startup Taxes Financial Services 190

Abnormal Returns

OCTOBER 5, 2023

investmenttalk.co) The only reaction to an investment mistake is to admit it. klementoninvesting.substack.com) Why investment moats matter. wsj.com) You can dis-invest from China but you are still not free of its influence. economist.com) Economy Heavy truck sales rose in September.

Financial Advising 146

Financial Advising Media Economy Sales 146

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." wsj.com) Poland is planning to build nuclear power plants. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 224

Financial Advising Media Valuation Retail 224

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. bloomberg.com) NEA is becoming a registered investment advisor. on.ft.com) How Morgan Stanley ($MS) plans to attack the ETF market. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession.

Startup 205

Startup Financial Advising Investment Advisor Insurance 205

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. fortune.com) Finance The gig economy has come for hedge funds. msn.com) Earlier on Abnormal Returns Podcast links: the new economy.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Abnormal Returns

JUNE 13, 2023

fortune.com) Insights from "The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown" by John Jennings. fastcompany.com) Accenture ($ACN) is planning to spend big on AI. semafor.com) Economy Year-over-year consumer inflation ran at 4.0% abnormalreturns.com) Adviser links: paying for advice.

Financial Advising 178

Financial Advising Media Economy Planning 178

Abnormal Returns

MARCH 19, 2023

(nytimes.com) Medicare Advantage plan decisions are being made using AI. 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

DECEMBER 7, 2022

traderfeed.blogspot.com) Writing Nick Maggiulli's favorite investment writing of 2022. axios.com) Apple ($AAPL), and others, are planning to buy chips from Taiwan Semi's ($TSM) new Arizona fab. cnbc.com) "Chip War" by Chris Miller won the 2022 Financial Times Business Book of the Year Award. slate.com) Economy The U.S.

Media 214

Media Financial Advising Risk Management Economy 214

Abnormal Returns

FEBRUARY 7, 2023

thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. nytimes.com) AMC ($AMC) is planning to set prices by seat location. variety.com) Economy Heavy truck sales are not indicating a recession, yet. Strategy How should investors guard against 'unknown unknowns'?

Startup 130

Startup Media Financial Advising Planning 130

Abnormal Returns

NOVEMBER 16, 2022

Strategy Jack Forehand, "There is no magic bullet to help decide when to change an investment process." newscientist.com) Apple ($AAPL) is planning to shift semiconductor purchases to U.S.-based ft.com) Economy Big tech layoffs don't mean the economy is in recession. based plants.

Financial Advising 130

Financial Advising Economy Media Planning 130

Abnormal Returns

OCTOBER 14, 2022

theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI). 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?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JANUARY 12, 2023

(cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. cnbc.com) Fund management Tidal Financial Group is helping to convert a SMA into a ETF. evidenceinvestor.com) Economy Weekly initial unemployment claims are hanging out at a low level. ft.com) Flexport is laying off 20% of its workforce.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

JANUARY 8, 2023

evidenceinvestor.com) How depression may affect your investment approach. humbledollar.com) Companies Microsoft ($MSFT) is planning to build OpenAI tools into its apps. slate.com) Economy Why data revisions matter when it comes to economic forecasting. axios.com) Jack Ma is getting pushed aside even further at Ant Group.

Financial Advising 130

Financial Advising Media Taxes Economics 130

Abnormal Returns

SEPTEMBER 29, 2022

nytimes.com) What Adobe ($ADBE) is planning for Figma. wsj.com) Keep an eye out for layoffs at investment banks. washingtonpost.com) Economy More evidence that housing prices peaked this Summer. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Banking Sales 130

Abnormal Returns

JUNE 10, 2023

grist.org) In 2023, more capital will be invested in solar energy than oil & gas. theverge.com) Amazon ($AMZN) is planning to launch an ad-supported tier for Prime Video. abnormalreturns.com) Podcast links: the new economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Food 208

Food Financial Advising Media Economy 208

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

JULY 19, 2023

(axios.com) Cash Cash often looks best, when it is the worst investment. bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. washingtonpost.com) Economy The Citi U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Planning 158

Planning Food Financial Advising Startup 158

Abnormal Returns

FEBRUARY 9, 2024

(ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan. blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan.

Financial Advising 244

Financial Advising Media Valuation Economy 244

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 205

Financial Advising Advertising Economy Economics 205

Abnormal Returns

SEPTEMBER 19, 2023

wsj.com) On the parallels between sailing and investing. nextbigideaclub.com) Economy Multi-family housing construction may have peaked. abnormalreturns.com) Adviser links: exciting financial plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 159

Financial Advising Financial Planning Media Economy 159

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