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 247

Marketing Marketing Financial Advising Manufacturing 247

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. newsletter.abnormalreturns.com) Mixed media Evan Armstrong, "Finding ways to imbue each moment with meaning and purpose and effort is the only path to long-term happiness."

Investing 193

Investing Investments Financial Advising Startup 193

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile?

Investing 208

Investing Investments Startup Financial Advising 208

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 240

Media Financial Advising Economy Economics 240

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 232

Valuation Financial Advising Startup Media 232

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

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 230

Financial Advising Media Valuation Economy 230

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 247

Financial Advising Media Economy Investing 247

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 197

Investing Investments Financial Advising Media 197

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 231

Financial Advising Communication Media Economy 231

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 251

Accounting Consulting Financial Advising Valuation 251

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 217

Financial Advising Economy Media Economics 217

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 214

Financial Advising Food Startup Wealth Management 214

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 168

Financial Advising Risk Management Media Retail 168

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 247

Financial Advising Medical Economy Retail 247

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 198

Financial Advising Media Economy Taxes 198

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 204

Financial Advising Startup Media Economy 204

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 225

Media Financial Advising Economy Numbers 225

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 238

Advertising Financial Advising Communication Economy 238

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 222

Financial Advising Startup Media Economy 222

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 220

Financial Advising Media Economy Portfolio 220

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 252

Financial Advising Media Economy Sales 252

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 231

Financial Advising Media Economy Management 231

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

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 236

Startup Financial Advising Media Economy 236

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 201

Marketing Marketing Financial Advising Economy 201

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 245

Education Startup Financial Advising Economy 245

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 264

Financial Advising Valuation Retail Media 264

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

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. newsletter.abnormalreturns.com) Mixed media Higher hoods significantly increase pedestrian deaths. ofdollarsanddata.com) It's not just tech stocks that are working.

Pharmaceutical 196

Pharmaceutical Financial Advising Economy Media 196

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

Abnormal Returns

DECEMBER 22, 2023

wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. morningstar.com) Economy November PCE came in at 3.2% newsletter.abnormalreturns.com) Mixed media What happens on Bumble does not necessarily stay on Bumble. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space.

Financial Advising 235

Financial Advising Media Economy Economics 235

Abnormal Returns

SEPTEMBER 18, 2023

mrzepczynski.blogspot.com) Companies What does Disney ($DIS) look like without its legacy media businesses? wsj.com) The investment business is filled with spins on the classics. humbledollar.com) Economy National home builder confidence fell in September. cnbc.com) Will Amazon ($AMZN) ever find a fourth pillar for its business?

Financial Advising 144

Financial Advising Media Economy Financial Planning 144

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

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. newsletter.abnormalreturns.com) Mixed media Personal sharing is booming on LinkedIn. noahpinion.blog)

Financial Advising 231

Financial Advising Startup Economy Media 231

Abnormal Returns

AUGUST 29, 2023

(ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. wsj.com) Stop treating the BRICS organization like its a real thing. bloomberg.com)

Financial Advising 225

Financial Advising Economy Media Economics 225

Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' etf.com) Economy The July PCE price index increased 3.3% newsletter.abnormalreturns.com) Mixed media It's not just Twitter. Posting on social media is down across the board. ft.com) ETFs A spot Bitcoin ETF is a nothing burger.

Financial Advising 231

Financial Advising Media Economy Banking 231