Abnormal Returns

APRIL 11, 2024

theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. nixons.substack.com) How fast is India's economy really growing? newsletter.abnormalreturns.com) Mixed media Joe Pompliano, "Augusta National is incredibly precise with *everything* at the Masters." Then check out our weekly e-mail newsletter.

Media 245

Media Financial Advising Economy Economics 245

Abnormal Returns

APRIL 12, 2024

vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. abnormalreturns.com) Some interesting developments in the financial media space. newsletter.abnormalreturns.com) Mixed media The cost of attending some colleges will soon top $100,000 a year.

Food 234

Food Financial Advising Media Economy 234

Abnormal Returns

APRIL 24, 2024

bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. newsletter.abnormalreturns.com) Mixed media Another sign that sports gambling is embedding itself in traditional media. (vox.com) How aid to Ukraine will flow through the U.S. nytimes.com) China isn't afraid of wind power.

Financial Advising 158

Financial Advising Manufacturing Media Retail 158

The Big Picture

OCTOBER 19, 2023

The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). We are what we eat, media diet included. And the words expressing “Joy” or “Neutral?”

Media 348

Media Economy Economics Wealth Management 348

Abnormal Returns

MARCH 14, 2024

wsj.com) Media Hollywood is rethinking the value of mergers. institutionalinvestor.com) The PGA is upping its media game. sportico.com) Economy Still no sign of a sustained pickup in initial unemployment claims. newsletter.abnormalreturns.com) Mixed media Chewing gum makers are looking for a new source of demand.

Financial Advising 246

Financial Advising Media Food Economy 246

Abnormal Returns

APRIL 9, 2024

wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous. newsletter.abnormalreturns.com) Mixed media The costs of 3-D printed homes is coming down, but is still a ways off from the mainstream.

Financial Advising 253

Financial Advising Manufacturing Economy Media 253

Abnormal Returns

APRIL 14, 2024

slate.com) Economy Why everyone keeps underestimating the strength of the U.S. abnormalreturns.com) Some interesting developments in the financial media space. newsletter.abnormalreturns.com) Mixed media Nobody's career path takes a straight line. nytimes.com) How religious exemptions could preempt stricter state abortion laws.

Financial Advising 204

Financial Advising Medical Media Food 204

Abnormal Returns

FEBRUARY 28, 2024

slate.com) How did Vice Media go bust? wsj.com) Economy What is the freight industry tell us about the economy? bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy. wsj.com) Oishii just raised a big new round of capital.

Valuation 237

Valuation Financial Advising Startup Media 237

Abnormal Returns

FEBRUARY 5, 2024

ft.com) Economy The U.S. is leading the global economy, post-pandemic. newsletter.abnormalreturns.com) Mixed media How the media covers earnings season. (mrmoneymustache.com) Will you regret that move to a warm weather location? dariusforoux.com) More evidence that people respond to price signals. howardlindzon.com)

Financial Advising 234

Financial Advising Media Valuation Economy 234

Abnormal Returns

APRIL 2, 2024

variety.com) Liberty Media ($FWONK) is taking control of MotoGP. bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face. newsletter.abnormalreturns.com) Mixed media Why the hiring process is so miserable these days.

Financial Advising 226

Financial Advising Media Economy Numbers 226

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.' (variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.'

Media 221

Media Financial Advising Retail Economy 221

Abnormal Returns

APRIL 3, 2024

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. newsletter.abnormalreturns.com) Mixed media Tips on how to break your dependence on your phone including 'changing your lock screen.'

Financial Advising 221

Financial Advising Economy Media Economics 221

Abnormal Returns

MARCH 18, 2024

thebasispoint.com) Economy National homebuilder confidence ticked up in March. econbrowser.com) Strong economy? newsletter.abnormalreturns.com) Mixed media Jimmy Pitaro, head of ESPN, has a tough job ahead. (wsj.com) How home buying is going to change with a new commission regime. Thank immigrants.

Financial Advising 221

Financial Advising Commission Food Economy 221

Advisor Perspectives

DECEMBER 13, 2023

Experts have been puzzling over a seeming disconnect in America: By most measures the economy is doing well, but it's not giving people much satisfaction or confidence. Could it, they wonder, have something to do with social media, or the human propensity to share bad news first?

Economy 52

Economy Media 52

Abnormal Returns

APRIL 15, 2024

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. wsj.com) Conservative media publishers are seeing a big drop in online traffic. (bestinterest.blog) Big winners require patience. wsj.com)

Financial Advising 172

Financial Advising Risk Management Media Retail 172

Abnormal Returns

OCTOBER 27, 2023

(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. If I had to describe the economy using one word, I would use “strong.” (theirrelevantinvestor.com) Noah Smith, "In other words, a rising tide is lifting all boats.

Media 229

Media Financial Advising Economy Numbers 229

Abnormal Returns

DECEMBER 14, 2023

wsj.com) How Nascar was able to increase the size of its media rights package. perfectputt.beehiiv.com) Economy What cardboard prices are saying about the economy. newsletter.abnormalreturns.com) Mixed media Some good gift giving advice - give people the best version of something they use all the time.

Financial Advising 270

Financial Advising Retail Media Economy 270

Abnormal Returns

MARCH 26, 2024

qz.com) Economy The Roaring 20's are here. newsletter.abnormalreturns.com) Mixed media Lessons learned about public speaking including 'Don’t try to be Jerry Seinfeld.' media landscape into 12 different tribes. Equity Factor Rotation ETF ($DYNF) accumulated some $7 billion in AUM. Enjoy it while you can.

Financial Advising 256

Financial Advising Media Economy Banking 256

Abnormal Returns

APRIL 22, 2024

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. (ft.com) Finland's border with Russia is now largely closed. wsj.com) Migrants are woefully underemployed in Europe. Not any more.

Financial Advising 205

Financial Advising Startup Media Economy 205

Abnormal Returns

APRIL 10, 2024

vox.com) Economy The March CPI report came in hot. newsletter.abnormalreturns.com) Mixed media A history of the American economy through stadium names. (nytimes.com) Can China benefit from Boeing's ($BA) woes? sherwood.news) Real estate Downtown St. Louis has a big, and growing, real estate crisis. blog.johnwallstreet.com)

Financial Advising 204

Financial Advising Economy Media 204

Abnormal Returns

MARCH 22, 2024

404media.co) Economy Q1 2024 GDP is tracking around 2% growth. economy is in bad shape? newsletter.abnormalreturns.com) Mixed media Why ranch dressing is everywhere these days. (finance.yahoo.com) Winible wants to make it easier for sports betting influencers to monetize their picks. Then check out our weekly e-mail newsletter.

Financial Advising 222

Financial Advising Food Economy Media 222

Abnormal Returns

JANUARY 19, 2024

podcasts.apple.com) Economy Consumer sentiment is rapidly rebounding. newsletter.abnormalreturns.com) Mixed media Billionaires are finding it tough going in traditional media. (theverge.com) Who is the new Apple ($AAPL) Vision Pro for? om.co) Oil The U.S. is putting OPEC to shame. oil production with Javier Blas.

Financial Advising 256

Financial Advising Media Economy Sales 256

Abnormal Returns

NOVEMBER 2, 2023

pionline.com) Advertising If the economy were bad, companies would be cutting back on advertising. variety.com) Media Disney ($DIS) is buying Comcast's ($CMCSK) stake in Hulu. bloomberg.com) Economy How to judge what a 'soft landing' looks like. newsletter.abnormalreturns.com) Mixed media LinkedIn now has a 1 billion users.

Advertising 221

Advertising Financial Advising Startup Commission 221

Abnormal Returns

NOVEMBER 22, 2023

economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing. ritholtz.com) Seven reasons why the vibes are off, including 'The media loves bad news.' (wsj.com) Why haven't house prices tanked? Then check out our weekly e-mail newsletter.

Financial Advising 227

Financial Advising Startup Media Economy 227

Abnormal Returns

APRIL 1, 2024

ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. newsletter.abnormalreturns.com) Mixed media The AllTrails app continues to work for hikers. (nytimes.com) Russian disinformation about Ukraine is in overdrive. wsj.com)

Assets 204

Assets Financial Advising Wealth Management Engineering 204

Abnormal Returns

APRIL 16, 2024

spyglass.org) Economy Industrial production was up in March but is flattish. newsletter.abnormalreturns.com) Mixed media Jerry Stahl, "In my old age, I have come to realize that everybody on the planet is recovering from something. (spyglass.org) Some good uses for AI including 'Summarizing research papers.' om.co) Can Airchat make it?

Financial Advising 252

Financial Advising Media Economy Investing 252

Abnormal Returns

OCTOBER 19, 2023

ft.com) Sentiment How media is driving a wedge between the economy and sentiment. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims. newsletter.abnormalreturns.com) Mixed media You don't have to post about every horrible thing in the world. Rates Bonds have had a lost decade.

Financial Advising 211

Financial Advising Investing Investments Media 211

Abnormal Returns

OCTOBER 15, 2023

nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. newsletter.abnormalreturns.com) Mixed media The case for cutting Twitter out of your life. wired.com) Patronage as an online media model. Then check out our weekly e-mail newsletter. kottke.org)

Financial Advising 238

Financial Advising Media Retail Economy 238

Abnormal Returns

MARCH 15, 2024

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.' hottakes.space) How the pandemic unleashed the 'introvert economy.' (axios.com) Restaurants are fighting back against no-shows. Tech giants want to kill them.

Financial Advising 219

Financial Advising Food Startup Wealth Management 219

Abnormal Returns

OCTOBER 22, 2023

arstechnica.com) Economy Another chart crime debunked. ritholtz.com) The apartment economy continues to loosen. newsletter.abnormalreturns.com) Mixed media Om Malik, "Yes, teenagers are spending a lot more time on social media — just not as much on what we old-timers call social media."

Financial Advising 201

Financial Advising Media Economy Taxes 201

Abnormal Returns

APRIL 19, 2024

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. (news.crunchbase.com) Good news Five things to be optimistic about including 'Crime is going down now.' awealthofcommonsense.com) The case for a Fed rate cut this year.

Startup 241

Startup Financial Advising Media Economy 241

Abnormal Returns

NOVEMBER 21, 2023

blockworks.co) Media Bob Iger is facing multiple challenges at Disney ($DIS). barrons.com) Economy Higher goods prices are driving negative sentiment. newsletter.abnormalreturns.com) Mixed media Technology can't prevent us from experiencing grief. (wsj.com) Meanwhile there are plenty of other goings-on in the exchange space.

Financial Advising 232

Financial Advising Media Economy Sales 232

Abnormal Returns

APRIL 5, 2024

wsj.com) Fund management How the new Hunterbrook Media-Hunterbook Capital model will work. wsj.com) Economy The March NFP report was 'uniformly positive.' newsletter.abnormalreturns.com) Mixed media Every company eventually ends up in the advertising business. (axios.com) Berkshire Hathaway's ($BRK.A)

Financial Advising 222

Financial Advising Advertising Media Economy 222

Abnormal Returns

APRIL 18, 2024

economist.com) Economy Weekly initial unemployment claims have essentially been in a range for the past two years. newsletter.abnormalreturns.com) Mixed media The Hipgnosis Song Fund has agreed to a buyout. (theatlantic.com) Women on GLP-1 drugs are also seeing increased fertility. Then check out our weekly e-mail newsletter.

Asset Allocation 239

Asset Allocation Financial Advising Startup Assets 239

Abnormal Returns

DECEMBER 26, 2023

nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? newsletter.abnormalreturns.com) Mixed media Some of Ben's favorite books from 2023 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. wsj.com) Japan has a trucking problem.

Marketing 244

Marketing Marketing Financial Advising Economy 244

Abnormal Returns

APRIL 21, 2024

npr.org) Economy Why wealth inequality is growing. newsletter.abnormalreturns.com) Mixed media Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.' (axios.com) The gun debate too often omits the problem of suicide. npr.org) Cellphone data shows people go to church less they claim.

Financial Advising 245

Financial Advising Taxes Communication Manufacturing 245

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. newsletter.abnormalreturns.com) Mixed media There is a big difference between optimization and maximization. (time.com) 'Nones' are now the largest religious group in America.

Marketing 204

Marketing Marketing Financial Advising Economy 204