Abnormal Returns

OCTOBER 6, 2023

bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. calculatedriskblog.com) Manufacturing investment is booming. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) The U.S.

Financial Advising 250

Financial Advising Medical Economy Retail 250

Abnormal Returns

FEBRUARY 22, 2024

(investmenttalk.co) AI Intel ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). wsj.com) Economy Still no sign of an uptick in weekly initial unemployment claims. bonddad.blogspot.com) How lower income households are faring in this economy. arstechnica.com) We really don't want AI to train on its own output.

Financial Advising 201

Financial Advising Manufacturing Economy Media 201

Abnormal Returns

MARCH 20, 2024

(entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 180

Financial Advising Startup Valuation Economy 180

Abnormal Returns

DECEMBER 31, 2023

nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. npr.org) Human population may soon peak.

Financial Advising 219

Financial Advising Medical Economy Economics 219

Abnormal Returns

NOVEMBER 12, 2023

ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) How this manufacturer is making a four-day workweek work. (politico.com) Why the U.S.

Financial Advising 219

Financial Advising Economics Economy Manufacturing 219

Abnormal Returns

FEBRUARY 1, 2024

thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? econbrowser.com) Construction spending is still headed higher. bonddad.blogspot.com) The December state coincident index showed improvement.

Financial Advising 239

Financial Advising Taxes Manufacturing Media 239

Abnormal Returns

AUGUST 7, 2023

coindesk.com) Companies How Apple ($AAPL) saves money on new chips manufactured by Taiwan Semi ($TSM). wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 215

Financial Advising Manufacturing Media Economy 215

Abnormal Returns

JANUARY 21, 2024

apparel manufacturers are facing new competitive pressure. theatlantic.com) Economy Americans are pretty happy with their own finances. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Policy Noah Smith, "U.S. noahpinion.blog) U.S.

Financial Advising 170

Financial Advising Economy Manufacturing Media 170

Abnormal Returns

SEPTEMBER 5, 2023

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

Financial Advising 227

Financial Advising Budgeting Manufacturing Media 227

Abnormal Returns

APRIL 24, 2023

ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? manufacturing plant. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 226

Marketing Marketing Financial Advising Startup 226

Abnormal Returns

NOVEMBER 1, 2023

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? (nytimes.com) A new hedge fund is set to launch with a unique structure: an attached news organization attached.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

JULY 5, 2023

businessinsider.com) Economy Consumer inflation expectations don't tell us all that much. manufacturing construction is booming. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Work It's not just office building owners who are losing out from hybrid work.

Financial Advising 180

Financial Advising Manufacturing Media Economy 180

Abnormal Returns

NOVEMBER 19, 2023

rollingstone.com) Ammunition manufactured in a federal facility has found its way into the hands of mass shooters. wsj.com) Economy The hard part of disinflation is done. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) AR-15s are designed to kill human beings.

Financial Advising 238

Financial Advising Commission Manufacturing Media 238

Abnormal Returns

MARCH 15, 2023

washingtonpost.com) Economy The economy is on the verge of a manufacturing recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) France is a big outlier when it comes to retiree income support. wsj.com) Russia's population is spiraling downward.

Financial Advising 198

Financial Advising Media Risk Management Banking 198

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

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.

Financial Advising 190

Financial Advising Startup Banking Manufacturing 190

Abnormal Returns

SEPTEMBER 15, 2023

monevator.com) Diamonds are a lot less attractive when you can simply manufacture more. msn.com) Economy Is the decline in inflation done? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (youngmoney.co) Strategy The case for TIPS at today's levels. vox.com) Finance Look out.

Investing 233

Investing Investments Financial Advising Manufacturing 233

Abnormal Returns

NOVEMBER 21, 2022

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

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. 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? Strategy Evidence to the contrary, the U.S.

Startup 179

Startup Financial Advising Manufacturing Media 179

Abnormal Returns

JULY 3, 2023

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. 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 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

MARCH 1, 2023

washingtonpost.com) Economy The February ISM manufacturing report is well below 50. bonddad.blogspot.com) Why the economy has not yet tipped into recession. wsj.com) Why it's okay to be confused about the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

FEBRUARY 10, 2023

axios.com) Manufacturing employment has stopped going down. collabfund.com) Economy Canada is adding jobs across all sectors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (etf.com) Work The construction industry is facing a secular shortage of workers.

Planning 184

Planning Financial Advising Startup Media 184

Abnormal Returns

JULY 26, 2023

theinformation.com) How Bath & Body Works ($BBWI) built a manufacturing hub to speed production. etf.com) Economy Consumer confidence is making a comeback. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) CRE The tech office boom in New York City is waning.

Financial Advising 130

Financial Advising Engineering Manufacturing Media 130

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. abnormalreturns.com) Adviser links: forced distributions. axios.com) U.S. etf.com) Global U.S.

Startup 181

Startup Valuation Financial Advising Distribution 181

Abnormal Returns

APRIL 23, 2023

(axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. ft.com) Pepsi ($PEP) is quietly working to make its products healthier.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

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

ft.com) How European manufacturers are dealing with higher natural gas prices. wsj.com) It's hard to argue that Brexit has been a net-positive for the UK economy. ft.com) Economy The October PCE showed slowing inflation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Abnormal Returns

SEPTEMBER 27, 2022

manufacturing employment is now above pre-pandemic levels. washingtonpost.com) Economy Monthly mortgage payments saw a record jump in the past year. awealthofcommonsense.com) Earlier on Abnormal Returns Adviser links: changing relationships. bloomberg.com) U.S. abnormalreturns.com) What you missed in our Sunday linkfest.

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. wsj.com) Economy The Fed has been very clear about its goals. abnormalreturns.com) Adviser links: technical skill. ritceyteam.com) Are you a financial adviser looking for some out-of-the-box thinking? Thanks, Dave!

Financial Advising 130

Financial Advising Startup Distribution Manufacturing 130

Abnormal Returns

AUGUST 30, 2022

fortune.com) Corning ($GLW) is going to build more fiber optic manufacturing capacity (axios.com) At what point will the data center market be oversupplied? calculatedrisk.substack.com) Economy $20 is pushing aside $15 as a starting wage. abnormalreturns.com) Adviser links: the alpha myth.

Financial Advising 130

Financial Advising Education Manufacturing Media 130

Abnormal Returns

AUGUST 17, 2023

morningstar.com) Economy Any single economic data point is filled with noise. ritholtz.com) Vehicle manufacturing is holding up industrial production. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) Times are tough for marijuana-related ETFs.

Financial Advising 213

Financial Advising Valuation Manufacturing Media 213

Brown Advisory

SEPTEMBER 6, 2022

In the manufacturing process, supply comes on in large increments using over U.S.$15bn 100bn in subsidies to support local manufacturing and secure domestic supply of semiconductors. paint manufacturer Sherwin-Williams is another in this category. We want investments specifically protected against a textbook capital cycle!

Investing 52

Investing Investments Insurance Ethics 52

Abnormal Returns

MARCH 9, 2023

is having a hard time keeping up with ammunition manufacturing. theconversation.com) Economy A half point Fed rate hike is again on the table. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (etf.com) Ukraine Ukraine is turning down the offer of support from Afghan fighters.

Financial Advising 130

Financial Advising Manufacturing Media Management 130

Abnormal Returns

FEBRUARY 24, 2023

wsj.com) Economy The January PCE came it higher than expected. calculatedriskblog.com) Manufacturing is hanging in there. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ritholtz.com) More people live in Chicago's Loop than did before the pandemic.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Abnormal Returns

JULY 24, 2022

tker.co) On the secular decline of manufactured housing. humbledollar.com) Economy James Surowiecki, "Regardless, the essential point is that Americans are treating the job market as irrelevant next to inflation and gas prices." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 217

Financial Advising Food Manufacturing Media 217

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

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