Abnormal Returns

MAY 14, 2024

Diversification The S&P 500 is now nearly 40% of global market cap. 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 201

Financial Advising Media Economy Economics 201

Abnormal Returns

MARCH 12, 2024

Markets Are the Magnificent Seven all that overvalued? wisdomtree.com) Global Signs of strength in the Mexican economy. apricitas.io) Canada's economy has some real advantages. bloomberg.com) Agriculture is driving Brazil's economy. marginalrevolution.com) Economy February CPI increased 0.4%.

Financial Advising 258

Financial Advising Startup Media Economy 258

Abnormal Returns

APRIL 9, 2024

Markets Investors are coming to terms with higher short-term interest rates. nytimes.com) All the narrative rolling around the markets including 'Sticky inflation.' coindesk.com) Finance Financial institutions are increasingly relying on the public cloud operators. abnormalreturns.com) Adviser links: elder finances.

Financial Advising 257

Financial Advising Manufacturing Economy Media 257

Abnormal Returns

OCTOBER 28, 2022

Bonds The bond market is setting all sorts of historical records this year. bloomberg.com) Economy The apartment market is slowing rapidly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Why TIPS failed just when investor needed them the most.

Economy 130

Economy Financial Advising Media Banking 130

Abnormal Returns

APRIL 24, 2023

Markets There is now a one-day version of the VIX. allstarcharts.com) Strategy What happens after a big down year in the stock market? ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. wsj.com) Why are investors so nervous?

Marketing 235

Marketing Marketing Financial Advising Startup 235

Abnormal Returns

OCTOBER 24, 2022

medium.com) Big tech companies are sitting on their own bond market losses. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: what bear markets demand. thediff.co) Global How the U.S.

Marketing 223

Marketing Marketing Financial Advising Valuation 223

Abnormal Returns

MARCH 18, 2024

(wired.com) Housing Austin's housing market is cooling off. thebasispoint.com) Economy National homebuilder confidence ticked up in March. econbrowser.com) Strong economy? abnormalreturns.com) Adviser links: a competitive game. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 229

Financial Advising Commission Food Economy 229

Abnormal Returns

MAY 7, 2024

Markets Why TIPS are more attractive than nominal bonds at this point. ft.com) Economy These lagged effects are keeping inflation higher than expected. abnormalreturns.com) Adviser links: mission and purpose. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Electronics 204

Electronics Financial Advising Media Economy 204

Abnormal Returns

APRIL 28, 2024

Markets Why the stock market usually goes up. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. barrons.com) The cloud computing business is so big that small shifts in market share matter a lot. awealthofcommonsense.com) Average returns hide a lot along the way.

Financial Advising 233

Financial Advising Food Media Retirement 233

Abnormal Returns

APRIL 24, 2024

bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. abnormalreturns.com) Research links: changing market equilibria. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (vox.com) How aid to Ukraine will flow through the U.S.

Financial Advising 224

Financial Advising Manufacturing Media Retail 224

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. 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. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 228

Financial Advising Economy Media Economics 228

Abnormal Returns

APRIL 11, 2024

Markets These 15 stocks destroyed the most value in the past decade. morningstar.com) Is the worst over for the UK stock market? ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theirrelevantinvestor.com) What perma-bears get wrong about this stock market. Better and less.

Media 252

Media Financial Advising Economy Economics 252

Abnormal Returns

APRIL 23, 2024

Geopolitics A look at how geopolitical events affect the stock market. morningstar.com) Why people make seemingly bad financial decisions. wsj.com) Fund management Despite a market rally, Ark Invest AUM is struggling to maintain AUM. wsj.com) More downside-protected ETFs are coming to market. of being oil self-sufficient.

Financial Advising 242

Financial Advising Media Economy Management 242

Abnormal Returns

MARCH 22, 2024

Commodities Tim McDonnell, "The electricity market isn’t boring anymore." 404media.co) Economy Q1 2024 GDP is tracking around 2% growth. economy is in bad shape? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? semafor.com) Steel stocks are having a moment.

Financial Advising 229

Financial Advising Food Economy Media 229

Abnormal Returns

MAY 6, 2024

Markets We are in the midst of a historic bond bear market. nytimes.com) Economy Mortgage rate lock-in is real. axios.com) Earlier on Abnormal Returns Adviser links: (abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 146

Financial Advising Media Economy Sales 146

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously." observer.com) Treasury market liquidity is a growing risk. ft.com) Credit cards are a legacy system. Thanks, Dave!

Startup 199

Startup Marketing Marketing Financial Advising 199

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? ft.com) Every market correction doesn't turn into a bear market. Treasury market is set for some big changes. washingtonpost.com) Economy it's not just the U.S. wsj.com) The U.S. is not a standout when it comes to index concentration.

Financial Advising 231

Financial Advising Media Economy Portfolio 231

Abnormal Returns

FEBRUARY 28, 2024

Markets Some of the most speculative sectors are perking up. 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.

Valuation 245

Valuation Financial Advising Startup Media 245

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. fastcompany.com) Startups Great companies create markets, not the other way around. bloomberg.com) Global How Sweden became a standout stock market in Europe. Strategy Passive investors don't change relative prices.

Asset Allocation 258

Asset Allocation Financial Advising Startup Assets 258

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 2024. semafor.com) Economy A look at broadening real wage growth. axios.com) Earlier on Abnormal Returns Adviser links: old school thinking. axios.com) Earlier on Abnormal Returns Adviser links: old school thinking. capitalspectator.com) When did investing become so political?

Financial Advising 216

Financial Advising Startup Media Economy 216

Abnormal Returns

MAY 5, 2024

Markets Stocks have stopped going up. morningstar.com) Crafting negative financial narratives is easy. npr.org) Economy Q2 GDP is tracking above 3.0%. calculatedriskblog.com) Two reasons why the economy is still so strong. apolloacademy.com) The labor economy continues to soften.

Financial Advising 200

Financial Advising Medical Economy Media 200

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. market in 2024. biopharmadive.com) Strategy What happens when you invest right before a bear market? axios.com) Economy Home prices are still ticking higher. econbrowser.com) How immigration is helping the economy.

Advertising 251

Advertising Financial Advising Communication Economy 251

Abnormal Returns

MAY 16, 2024

Markets Three assets that don't diversify your portfolio as well as you think. allstarcharts.com) How market consensus forms. spyglass.org) Economy A soft landing is still on the table. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 146

Financial Advising Media Assets Economy 146

Abnormal Returns

APRIL 19, 2024

Markets TIPS are on sale. notboring.co) Economy The rapidity of the rise in prices makes it feel all the worse. ft.com) The bifurcation of the new and existing home markets continues. bonddad.blogspot.com) The apartment market is still soft. Time to buy. morningstar.com) Two reasons why yields are higher this year.

Startup 248

Startup Financial Advising Media Economy 248

Abnormal Returns

APRIL 2, 2024

Markets The VIX and credit spreads are both near multi-year lows. bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face. nytimes.com) The February JOLTS report shows a stable jobs market.

Financial Advising 234

Financial Advising Media Economy Numbers 234

Abnormal Returns

MARCH 3, 2024

Markets These five groups are leading the market higher. stock market has outperformed developed and emerging markets over the past 16 years. economy is filled with technical debt. goodgoodgood.co) Economy Freight volume is slowing. mrzepczynski.blogspot.com) The case that the economy is doing just fine.

Financial Advising 192

Financial Advising Economy Media Economics 192

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data.

Assets 211

Assets Financial Advising Wealth Management Engineering 211

Abnormal Returns

DECEMBER 14, 2023

Markets Some data matters more than others for the stock market. ft.com) Strategy Historically the stock market recovers to all-time highs, sometimes it just takes time. ft.com) Strategy Historically the stock market recovers to all-time highs, sometimes it just takes time. msn.com) How Temu found a foothold in America.

Financial Advising 277

Financial Advising Retail Media Economy 277

Abnormal Returns

MARCH 15, 2024

joincolossus.com) Crypto riches could fuel another bull market in used Rolexes. 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? hottakes.space) How the pandemic unleashed the 'introvert economy.' worth.com)

Financial Advising 226

Financial Advising Food Startup Wealth Management 226

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financial advisers and their clients. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7%

Financial Advising 212

Financial Advising Media Economy Economics 212

Abnormal Returns

MARCH 14, 2024

sportico.com) Economy Still no sign of a sustained pickup in initial unemployment claims. calculatedriskblog.com) Markets are, for now, expecting a June rate cut. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Private equity is eyeing college sports.

Financial Advising 254

Financial Advising Media Food Economy 254

Abnormal Returns

MARCH 24, 2024

Markets Are index funds propping up the stock market? awealthofcommonsense.com) How rising insurance costs are affecting the market in Southwest Florida. scientificamerican.com) Economy Why two popular recession indicators haven't worked this time around. wsj.com) Are ETFs the best solution for every strategy?

Commission 275

Commission Financial Advising Medical Insurance 275

Abnormal Returns

FEBRUARY 2, 2024

Markets Josh Brown, "Just please, no matter what you do, don’t say the G word. downtownjoshbrown.com) Just a reminder, markets are hard. ft.com) Finance The job market is hot for private credit professionals. nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% Never say it." unemployment rate.

Financial Advising 204

Financial Advising Economy Media Accounting 204

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' finance.yahoo.com) Finance Blackrock ($BLK) lost ETF market share in 2023.

Financial Advising 231

Financial Advising Economy Media Assets 231

Abnormal Returns

JANUARY 22, 2024

Markets Putting the past bear market into historical perspective. seths.blog) Economy Even before the pandemic people were staying in more. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: acquiring talent. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: acquiring talent.

Financial Advising 229

Financial Advising Startup Media Economy 229

Abnormal Returns

JANUARY 16, 2024

Markets Where are real interest rates going to settle? ft.com) Economy How's the consumer doing? theirrelevantinvestor.com) Financial conditions are easing. apolloacademy.com) Earlier on Abnormal Returns Research links: a handy framework (abnormalreturns.com) Adviser links: limited progress.

Financial Advising 225

Financial Advising Economy Media Marketing 225

Abnormal Returns

APRIL 29, 2024

Markets Crude oil has greatly outperformed natural gas of late. ft.com) Economy Why goods inflation could be headed higher. apolloacademy.com) Covid had huge impacts on the economy and it has taken time to reverse them. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: communication skills.

Financial Advising 146

Financial Advising Startup Communication Economy 146