Abnormal Returns

DECEMBER 11, 2023

(ft.com) Financial media The financial media lapped up stories of "organized retail crime." variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.' ft.com) Economy Consumers are finally pushing back against higher prices.

Media 220

Media Financial Advising Retail Economy 220

Abnormal Returns

FEBRUARY 13, 2024

morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors. riabiz.com) Economy Core CPI ex-shelter was up 2.2% abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December.

Financial Advising 224

Financial Advising Startup Retail Media 224

Abnormal Returns

DECEMBER 12, 2023

msn.com) Economy October CPI came in at a 3.1% abnormalreturns.com) Adviser links: tuning out the noise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ibj.com) Derek Thompson talks with Beverly Tchang about how GLP-1 drugs work. year-over-year rate.

Financial Advising 221

Financial Advising Retail Media Economy 221

Abnormal Returns

AUGUST 25, 2023

ft.com) Economy Q3 GDP estimates keep ticking higher. calculatedriskblog.com) Retail space is seeing a reversal of fortune, post-pandemic. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ritholtz.com) Sentiment is cyclical, but is still difficult to profit from.

Financial Advising 186

Financial Advising Retail Media Economy 186

Abnormal Returns

MAY 9, 2023

news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy.

Financial Advising 216

Financial Advising Retail Economy Media 216

Abnormal Returns

FEBRUARY 21, 2024

insidehook.com) Economy The Conference Board's LEI no longer signals recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Retailers are cracking down on serial merchandise returners. Then check out our weekly e-mail newsletter.

Financial Advising 214

Financial Advising Distribution Retail Media 214

Abnormal Returns

NOVEMBER 25, 2022

thereformedbroker.com) The S&P 500 is not the economy. championbets.com.au) Economy What odds do term spread models put on a recession? calculatedriskblog.com) Why you can safely ignore holiday retail spending forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 238

Financial Advising Retail Economy Media 238

Abnormal Returns

SEPTEMBER 1, 2023

markets.businessinsider.com) Companies How retailers have responded to the post-pandemic era. morningstar.com) Economy The August NFP showed continued growth and a 3.8% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) U.S unemployment rate.

Financial Advising 220

Financial Advising Advertising Economy Retail 220

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Valuation Retail Media 208

Abnormal Returns

JUNE 29, 2023

theinformation.com) Downtown retail has more than just a crime problem. businessinsider.com) Economy Q2 GDP was revised up to 2.0% carsongroup.com) Anemic wage growth has held back views about the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 195

Financial Advising Retail Economy Media 195

Abnormal Returns

JANUARY 20, 2023

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Those stakes are set to change hands.

Investing 209

Investing Investments Startup Financial Advising 209

Abnormal Returns

NOVEMBER 1, 2023

etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. 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? bloomberg.com) Muni bond issuance has slowed to a crawl.

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

MAY 26, 2023

ft.com) Retail investors are increasingly snapping up T-bills at auction. nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 197

Financial Advising Valuation Retail Economy 197

Abnormal Returns

MAY 8, 2023

wsj.com) Retailing 'Reverse ATMs' are now a thing for retailers. feld.com) Economy Why is employment holding up so well? econbrowser.com) Earlier on Abnormal Returns Adviser links: a fundamental misalignment. econbrowser.com) Earlier on Abnormal Returns Adviser links: a fundamental misalignment.

Financial Advising 179

Financial Advising Startup Retail Media 179

Abnormal Returns

JULY 23, 2023

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

Financial Advising 221

Financial Advising Insurance Economy Retail 221

Abnormal Returns

AUGUST 1, 2023

ft.com) Retail Suburban malls are now selling for pennies on the dollar. 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) Adviser links: optimizing the wrong thing. Then check out our weekly e-mail newsletter.

Financial Advising 207

Financial Advising Retail Media Economy 207

Abnormal Returns

MARCH 1, 2023

thedailybeast.com) Retail More cities and towns are saying rejecting new dollar stores. nytimes.com) Retailers are moving out of city centers closer to their customers. washingtonpost.com) Economy The February ISM manufacturing report is well below 50. bonddad.blogspot.com) Why the economy has not yet tipped into recession.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

APRIL 24, 2023

(investmentnews.com) Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. kitces.com) Every advisory practice goes through different phases.

Financial Advising 131

Financial Advising Consulting Education Financial Planning 131

Abnormal Returns

JUNE 25, 2023

wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself.

Financial Advising 198

Financial Advising Valuation Retail Media 198

Abnormal Returns

DECEMBER 15, 2022

(danieldrezner.substack.com) Russia Russia is now just targeting the Ukraine economy. nytimes.com) Economy Weekly initial unemployment claims aren't heading higher. calculatedriskblog.com) Retail sales are cooling off. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 179

Financial Advising Media Retail Economy 179

Abnormal Returns

OCTOBER 5, 2022

howardlindzon.com) Retail American retailers are once again opening locations on a net-basis. news.crunchbase.com) Economy Heavy truck sales are strong. dollar is affecting emerging economies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 146

Financial Advising Retail Economy Media 146

Abnormal Returns

FEBRUARY 22, 2023

ft.com) Economy The economy is too hot for its own good. abnormalreturns.com) Research links: retail options trading. abnormalreturns.com) Research links: retail options trading. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Economy Banking 130

Abnormal Returns

JULY 26, 2022

wsj.com) Retail Walmart's ($WMT) earnings miss is good news for customers. wsj.com) Economy Five things to keep in mind about dating recessions. bonddad.blogspot.com) How a remote work-heavy economy operates differently. abnormalreturns.com) Adviser links: financial well-being.

Financial Advising 130

Financial Advising Medical Risk Management Retail 130

Abnormal Returns

OCTOBER 31, 2022

institutionalinvestor.com) Are retail investors going to return to crypto? fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 215

Financial Advising Media Valuation Retail 215

Abnormal Returns

NOVEMBER 2, 2022

on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people. (ramp.beehiiv.com) Elon is moving fast and breaking stuff at Twitter.

Portfolio 194

Portfolio Financial Advising Medical Retail 194

Abnormal Returns

JULY 3, 2023

newyorker.com) How does the rise of EVs affect the retail auto parts business? 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. bloomberg.com) Mattel ($MAT) wants to apply the Barbie model to its catalog.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

FEBRUARY 28, 2023

ft.com) Why Goldman Sachs' ($GS) retail push failed. kottke.org) Economy Through December, national home prices were down six months in a row. abnormalreturns.com) Adviser links: asking good questions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

FEBRUARY 15, 2023

bbc.com) Economy Warm weather helped drive strong January retail sales. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theinformation.com) India Flipkart is taking it to Amazon ($AMZN) in India. calculatedriskblog.com) Industrial production is below its peak.

Financial Advising 130

Financial Advising Media Retail Economy 130

Abnormal Returns

JANUARY 15, 2023

tker.co) Reg D offerings for retail investors are often illiquid, low information and high fee. economist.com) Economy Barry Ritholtz, "It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates." nytimes.com) Why the labor economy is still so tight.

Financial Advising 130

Financial Advising Economy Retail Economics 130

Abnormal Returns

APRIL 17, 2023

wsj.com) Economy Why is the media trying to scare everyone about a recession? awealthofcommonsense.com) Credit volatility is a big risk to the economy. mailchi.mp) Earlier on Abnormal Returns Adviser links: intentional gifting. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

DECEMBER 23, 2022

nytimes.com) Goldman Sachs' ($GS) retail banking push is getting derailed. thinkadvisor.com) Economy The labor market is the only segment of the economy that isn't rolling over. abnormalreturns.com) Longform links: withstanding financial stress. (ritholtz.com) Linette Lopez on what it's like to cover Elon Musk.

Financial Advising 185

Financial Advising Media Economy Retail 185

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). wsj.com) Economy Are bank failures actually helping the Fed crush inflation? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Companies Growth in spending on SaaS services is slowing.

Financial Advising 189

Financial Advising Retail Media Economy 189

Abnormal Returns

MAY 12, 2023

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. theathletic.com) Economy There is one big difference between PPI and CPI. unherd.com) Sports betting ads are ubiquitous.

Financial Advising 148

Financial Advising Banking Food Retail 148

Abnormal Returns

AUGUST 9, 2022

(behaviouralinvestment.com) Companies AMC ($AMC) keep playing to the retail crowd. riabiz.com) Economy Claudia Sahm, "Covid is the root cause of the economic mess today." (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) Adviser links: flipped messaging. is improving.

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

FEBRUARY 21, 2023

wsj.com) Economy Low locked-in mortgage rates are going provide stimulus for awhile. thebasispoint.com) Earlier on Abnormal Returns Research links: retail options trading. abnormalreturns.com) Adviser links: swapping video for audio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Consulting Retail Media 130

Abnormal Returns

DECEMBER 16, 2022

etf.com) The end of the retail trading boom hasn't killed options volume. huddleup.substack.com) Economy Except for jobs, coincident indicators have stalled out. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets International stocks might actually outperform the U.S.

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. 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? Everything else it built in-house has crashed and burned." pragcap.com) Fidelity is hiring!

Financial Advising 146

Financial Advising Engineering Valuation Retail 146