Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. nytimes.com) Economy Disinflation isn't moving in a straight line. newsletter.abnormalreturns.com) Mixed media Why Keanu Reeves limits the use of VFX on his person without prior approval. Markets European natural gas prices are back down to Q4 2021 levels.

Investing 198

Investing Investments Financial Advising Media 198

Abnormal Returns

DECEMBER 7, 2022

traderfeed.blogspot.com) Writing Nick Maggiulli's favorite investment writing of 2022. slate.com) Economy The U.S. newsletter.abnormalreturns.com) Mixed media 52 things learned in 2022 including 'If you want a question answered on the Internet, post a wrong answer first.' vox.com) China needs more, and better, Covid vaccines.

Media 205

Media Financial Advising Risk Management Economy 205

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy.

Food 232

Food Financial Advising Media Economy 232

Abnormal Returns

MAY 26, 2024

downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. awealthofcommonsense.com) Why you should pay attention to your emotions when investing. slowboring.com) Economy Air travel is now well above pre-pandemic levels. calculatedriskblog.com) The economy isn't in recession, but it isn't perfect.

Financial Advising 195

Financial Advising Economy Education Media 195

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. newsletter.abnormalreturns.com) Mixed media California rejected, for now, legalized sports betting. (protocol.com) Housing Redfin ($RDFN) is laying off 13% of its workforce and is getting out of the home flipping business.

Investing 218

Investing Investments Financial Advising Advertising 218

Abnormal Returns

MAY 17, 2024

(theirrelevantinvestor.com) There are two approaches to investing. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. newsletter.abnormalreturns.com) Mixed media America's population keeps shifting South. mrzepczynski.blogspot.com) It's easy to forget the pain of volatility. theinformation.com) VCs aren't your friends.

Financial Advising 220

Financial Advising Media Economy Numbers 220

Abnormal Returns

MARCH 10, 2023

theverge.com) Economy Michael Klein talks with Brad DeLong author of "Slouching Towards Utopia." Kahn author of "Going Remote: How the Flexible Work Economy Can Improve Our Lives and Our Cities." Lubos Pastor about ESG, factor investing and more. Listening In order to keep growing, podcasting is becoming platform agnostic.

Economy 130

Economy Media Management Assets 130

Abnormal Returns

FEBRUARY 28, 2024

(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. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 235

Valuation Financial Advising Startup Media 235

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 251

Financial Advising Media Economy Investing 251

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? ft.com) Economy The U.S. is leading the global economy, post-pandemic. hbr.org) A look at the tail winds behind the aggregates business.

Financial Advising 232

Financial Advising Media Valuation Economy 232

Abnormal Returns

MAY 23, 2024

Strategy How modern investment scams use stolen identities to work. bloomberg.com) Economy The Sahm Rule is not at-risk of triggering any time soon. newsletter.abnormalreturns.com) Mixed media It's not the job of universities to take positions on public policy issues. bonddad.blogspot.com) Has housing inventory finally bottomed?

Financial Advising 201

Financial Advising Media Economy Assets 201

Abnormal Returns

MAY 24, 2024

sherwood.news) GLP-1 drugs Eli Lilly ($LLY) is investing big to make more Mounjaro and Zepbound. healthline.com) Economy Keep an eye on real disposable income growth. apolloacademy.com) How the last 20 years in the economy have played out. (bloomberg.com) Office vacancies are headed higher. economist.com)

Financial Advising 202

Financial Advising Economy Media Banking 202

Abnormal Returns

MARCH 5, 2023

armoxon.substack.com) Economy Given everything, why aren't home prices lower? newsletter.abnormalreturns.com) Mixed media Two questions to ask yourself to combat imposter syndrome. (progress.institute) Why won't the USPS close the change-of-address fraud loophole? techcrunch.com) The pandemic murder wave has seemingly crested.

Investing 130

Investing Investments Startup Math 130

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. Two separate data sets reveal point to a major source of this angst.

Media 350

Media Economy Economics Wealth Management 350

Abnormal Returns

NOVEMBER 10, 2022

washingtonpost.com) Economy High inflation at this point is primarily a function of housing. newsletter.abnormalreturns.com) Mixed media Social networking transformed into social media, which was a mistake. (frontofficesports.com) How FTX will affect Web3. tomtunguz.com) Global The scale of the losses in Ukraine is 'tremendous.'

Investing 130

Investing Investments Financial Advising Media 130

Abnormal Returns

APRIL 11, 2024

ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. nixons.substack.com) How fast is India's economy really growing? (morningstar.com) Is the worst over for the UK stock market?

Media 244

Media Financial Advising Economy Economics 244

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. (collabfund.com) Markets have to clear.

Marketing 250

Marketing Marketing Financial Advising Manufacturing 250

Abnormal Returns

MAY 14, 2024

awealthofcommonsense.com) Strategy Investment misses are inevitable. ofdollarsanddata.com) Economy Heavy truck sales rose in April. newsletter.abnormalreturns.com) Mixed media An excerpt from "Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight-Loss Drugs" by Johann Hari.

Financial Advising 193

Financial Advising Media Economy Economics 193

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. bonddad.blogspot.com) The U.S.

Financial Advising 250

Financial Advising Medical Economy Retail 250

Abnormal Returns

APRIL 25, 2024

axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% Then check out our weekly e-mail newsletter.

Accounting 253

Accounting Consulting Financial Advising Valuation 253

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth. newsletter.abnormalreturns.com) Mixed media 40 lessons at age 40 including 'Life advice is like clothing.'

Financial Advising 216

Financial Advising Food Startup Wealth Management 216

Abnormal Returns

OCTOBER 22, 2023

awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked. Then check out our weekly e-mail newsletter.

Financial Advising 201

Financial Advising Media Economy Taxes 201

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. nytimes.com) Economy February Case-Shiller showed a 6.4% newsletter.abnormalreturns.com) Mixed media AI is in its experimentation phase. awealthofcommonsense.com) The best investors are running their own race. axios.com) Walmart ($WMT) is getting out of the health clinic business.

Financial Advising 245

Financial Advising Communication Media Economy 245

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. washingtonpost.com) Economy it's not just the U.S. newsletter.abnormalreturns.com) Mixed media Who is to blame for high concert ticket prices? wsj.com) The U.S.

Financial Advising 222

Financial Advising Media Economy Portfolio 222

Abnormal Returns

FEBRUARY 27, 2024

biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. axios.com) Economy Home prices are still ticking higher. econbrowser.com) How immigration is helping the economy.

Advertising 241

Advertising Financial Advising Communication Economy 241

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. biopharmadive.com) Economy Heavy truck sales increased in February. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! newsletter.abnormalreturns.com) Mixed media Ian Bogost, "When you do send emails, make sure that you’re expecting no reply.

Financial Advising 256

Financial Advising Media Economy Sales 256

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. 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. Then check out our weekly e-mail newsletter.

Financial Advising 219

Financial Advising Economy Media Economics 219

Abnormal Returns

APRIL 15, 2024

(mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. wsj.com) Economy National homebuilder confidence was unchanged in April. newsletter.abnormalreturns.com) Mixed media It's now trivial to build an online propaganda machine. bestinterest.blog) Big winners require patience. wsj.com)

Financial Advising 171

Financial Advising Risk Management Media Retail 171

Abnormal Returns

NOVEMBER 22, 2023

ft.com) Do you really want your target-date fund investing direct real estate? economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 224

Financial Advising Startup Media Economy 224

Abnormal Returns

OCTOBER 27, 2023

awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. econbrowser.com) The Fed is putting the economy at risk.

Media 228

Media Financial Advising Economy Numbers 228

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? semafor.com) Economy A look at broadening real wage growth. newsletter.abnormalreturns.com) Mixed media Why you should be (very) skeptical of the much-hyped centenarian data. Markets Commodities are having a standout 2024. on.ft.com) Want a stake in a hot AI startup?

Financial Advising 206

Financial Advising Startup Media Economy 206

Abnormal Returns

NOVEMBER 13, 2023

theinformation.com) What rate of return do successful VCs need to get from their investments? wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy. newsletter.abnormalreturns.com) Mixed media There is no shortage of new, trophy apartments for sale in Manhattan.

Education 249

Education Startup Financial Advising Economy 249

Abnormal Returns

APRIL 23, 2024

wsj.com) Fund management Despite a market rally, Ark Invest AUM is struggling to maintain AUM. thinkadvisor.com) Economy Jamie Dimon, “Even if we go into recession, the consumer’s still in good shape.” (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? elysian.press)

Financial Advising 234

Financial Advising Media Economy Management 234

Abnormal Returns

JANUARY 28, 2024

fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. abnormalreturns.com) An example where investing out of spite doesn't work out. (time.com) 'Nones' are now the largest religious group in America. disciplinefunds.com) The U.S.

Marketing 205

Marketing Marketing Financial Advising Economy 205

Abnormal Returns

APRIL 19, 2024

advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. notboring.co) Economy The rapidity of the rise in prices makes it feel all the worse. newsletter.abnormalreturns.com) Mixed media On the benefits of writing in public. Then check out our weekly e-mail newsletter.

Startup 239

Startup Financial Advising Media Economy 239

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever. (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 267

Financial Advising Valuation Retail Media 267

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. scmp.com) News media Why the media needs to be more credulous when covering Elon Musk. Then check out our weekly e-mail newsletter.

Financial Advising 202

Financial Advising Media Insurance Economy 202