Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely. unherd.com) Sports betting ads are ubiquitous.

Financial Advising 155

Financial Advising Banking Food Retail 155

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

JANUARY 18, 2023

allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset 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? theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI).

Marketing 130

Marketing Marketing Financial Advising Retail 130

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. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard).

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. retail energy prices have already doubled into the lows of the mid-summer demand season; Dutch TTF (Title Transfer Facility) natural gas futures prices are up nearly 400% year to date 5.

Investing 52

Investing Investments Insurance Ethics 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

Abnormal Returns

NOVEMBER 14, 2022

Markets The 60/40 portfolio is on track for its worst year since 1937. theinformation.com) A position at an Apple Store used to be a plum gig, any more it's just another retail job. bloomberg.com) Economy The Pandemic Housing Boom reset is here. wsj.com) Trend following strategies gave back a lot of returns last week.

Financial Advising 229

Financial Advising Advertising Retail Media 229

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. Sort of like a financial think tank?

Management 270

Management Assets Portfolio Investing 270