Remove Economy Remove Financial Advising Remove Portfolio Remove Sales
article thumbnail

Friday links: the most important investing skill

Abnormal Returns

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. ritholtz.com) India's stock market held up well in 2022.

Investing 218
article thumbnail

Tuesday links: dislocated from reality

Abnormal Returns

morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Thursday links: the biggest financial risk

Abnormal Returns

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

article thumbnail

Monday links: indiscriminate selling

Abnormal Returns

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. bloomberg.com) When lower sales make for lower losses. npr.org) Economy The story of the economy is inflation, inflation and inflation.

article thumbnail

Sunday links: when ideas combine

Abnormal Returns

humbledollar.com) Can you make your portfolio too simple? papers.ssrn.com) Economy The world is the most equal it has been in a century. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

article thumbnail

Thursday links: industry reversals

Abnormal Returns

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? thebasispoint.com) There are two real estate agents for every home sale. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. restofworld.org) Housing Homebuilders aren't keeping up with demand.

article thumbnail

Wednesday links: something completely different

Abnormal Returns

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.