Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) A record number of apartments are under construction. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth. newsletter.abnormalreturns.com) Mixed media Why Jimmy Buffett's music resonated with so many people.

Financial Advising 248

Financial Advising Retail Numbers Media 248

Abnormal Returns

JANUARY 31, 2024

(wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. newsletter.abnormalreturns.com) Mixed media Shrinking family sizes are going to change our experience of aging. axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 206

Financial Advising Media Economy Economics 206

Abnormal Returns

NOVEMBER 5, 2023

theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. crr.bc.edu) The U.S.

Assets 201

Assets Financial Advising Healthcare Economy 201

Abnormal Returns

OCTOBER 24, 2023

blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." bloomberg.com) Global Germany's economy has badly lagged since the pandemic. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong. ft.com) Xi has chosen control over growth.

Financial Advising 221

Financial Advising Economy Media Numbers 221

Abnormal Returns

MARCH 15, 2023

rationalwalk.com) Media Disney ($DIS) has some big strategic decisions to make. on.ft.com) Free streaming numbers are moving up and to the right. nytimes.com) There's little doubt that social media played a role in the downfall of SVB. washingtonpost.com) Economy The economy is on the verge of a manufacturing recession.

Financial Advising 199

Financial Advising Media Risk Management Banking 199

Abnormal Returns

AUGUST 30, 2023

ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. ft.com) Economy The labor market is not all that tight. newsletter.abnormalreturns.com) Mixed media AI raises so many intellectual property issues. (ft.com) Generating alpha is more than just stock selection. Then check out our weekly e-mail newsletter.

Financial Advising 196

Financial Advising Media Economy Numbers 196

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 178

Financial Advising Startup Valuation Economy 178

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% newsletter.abnormalreturns.com) Mixed media How poinsettias became a big holiday business. unemployment rate.

Financial Advising 237

Financial Advising Media Economy Economics 237

Abnormal Returns

JANUARY 14, 2024

washingtonpost.com) The number of American centenarians is set to quadruple. papers.ssrn.com) Economy People have nostalgia for a time that never existed. newsletter.abnormalreturns.com) Mixed media Why creators are inevitably attracted to platforms. pewresearch.org) Who get theirs rough roads repaved?

Financial Advising 238

Financial Advising Engineering Food Economics 238

Abnormal Returns

DECEMBER 31, 2023

(marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. newsletter.abnormalreturns.com) Mixed media Alcohol use disorder is widely undertreated.

Financial Advising 217

Financial Advising Medical Economy Economics 217

Abnormal Returns

NOVEMBER 6, 2023

abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat. (etf.com) Higher interest rates put target-date bond ETFs back in the spotlight.

Financial Advising 205

Financial Advising Media Economy Economics 205

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. nytimes.com) How financial incentives are driving the rising number of bee colonies. abnormalreturns.com) Podcast links: the introvert economy. newsletter.abnormalreturns.com) Mixed media The four-day workweek is already here with many workers staying home on Fridays.

Pharmaceutical 242

Pharmaceutical Education Financial Advising Advertising 242

Abnormal Returns

DECEMBER 3, 2023

axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. seths.blog)

Asset Allocation 202

Asset Allocation Financial Advising Startup Economy 202

Abnormal Returns

SEPTEMBER 21, 2023

axios.com) How Airbnb ($ABNB) has cut down on the number of prohibited parties. etf.com) Economy The Fed has hiked 11 of the last 13 meetings. newsletter.abnormalreturns.com) Mixed media A real-world example of how AI can disrupt traditional search. ft.com) Morningstar ($MORN) is cutting jobs in its Sustainalytics unit.

Financial Advising 269

Financial Advising Media Economy Numbers 269

Abnormal Returns

NOVEMBER 14, 2023

behaviouralinvestment.com) The best business books of 2023, including "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall" by Zeke Faux. semafor.com) Economy The October CPI report showed a 3.2% newsletter.abnormalreturns.com) Mixed media ExxonMobil ($XOM) wants in on the lithium business. year-over-year increase.

Financial Advising 198

Financial Advising Advertising Media Economy 198

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. can still be paid less than minimum wage.

Financial Advising 208

Financial Advising Economics Insurance Media 208

Abnormal Returns

APRIL 27, 2023

investmenttalk.substack.com) The economy is always uncertain. frontofficesports.com) Economy The U.S. economy is facing any number of headwinds. newsletter.abnormalreturns.com) Mixed media AI will change how we all use the Internet. (bloomberg.com) Cash is not a passive investment.

Financial Advising 175

Financial Advising Economy Education Insurance 175

Abnormal Returns

AUGUST 27, 2023

city-journal.org) The number of nursing homes was in decline even before the pandemic. bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. newsletter.abnormalreturns.com) Mixed media Professional sports franchises are no longer really valued on their cash flows. raise taxes on the 0.01%?

Financial Advising 192

Financial Advising Taxes Media Economy 192

Abnormal Returns

MAY 21, 2023

washingtonpost.com) Economy American consumer behavior is normalizing. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas. Then check out our weekly e-mail newsletter.

Financial Advising 182

Financial Advising Startup Taxes Financial Services 182

Abnormal Returns

APRIL 7, 2023

visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession. bonddad.blogspot.com) The ISM services number is in steep decline. newsletter.abnormalreturns.com) Mixed media Like all things, time worked, has a diminishing benefit. dariusforoux.com)

Startup 207

Startup Financial Advising Economy Media 207

Abnormal Returns

APRIL 12, 2023

ft.com) Economy Why the Fed should hit the pause button. ritholtz.com) Housing costs are holding up the CPI numbers. newsletter.abnormalreturns.com) Mixed media How novelty has can help slow the perception of time. (bloomberg.com) Russia Not content with stealing grain, Russian forces are now cutting timber. theatlantic.com)

Financial Advising 215

Financial Advising Media Economy Numbers 215

Carson Wealth

APRIL 29, 2024

This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The Headline GDP Number Masks a Strong Economy The economy grew 1.6%

Marketing 97

Marketing Marketing Economy Government 97

Abnormal Returns

JANUARY 22, 2023

papers.ssrn.com) Economy Derek Thompson, "Today, the U.S. labor market seems, by some measures, quite strong, and yet the tech and media industries are bleeding." msn.com) Big ech industry layoffs grab the headlines but it is not translating into the broader unemployment numbers. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Media Numbers Economy 130

Abnormal Returns

MARCH 12, 2023

theconversation.com) Firearms are the number one cause of death for U.S. theatlantic.com) Economy The jobs market is simultaneously hot and cold. newsletter.abnormalreturns.com) Mixed media Why some office buildings are not great candidates for conversion to apartments. Then check out our weekly e-mail newsletter.

Financial Advising 228

Financial Advising Startup Banking Communication 228

Abnormal Returns

JULY 22, 2022

(mrzepczynski.blogspot.com) Companies Snap ($SNAP) results are sign of slowing social media revenue growth. wsj.com) USPS is upping the number of EVs on order. nytimes.com) On the state of the Russian economy. newsletter.abnormalreturns.com) Mixed media How to get back to reading books. markmanson.net).

Financial Advising 144

Financial Advising Media Economy Numbers 144

Abnormal Returns

SEPTEMBER 28, 2022

theguardian.com) Economy The July Case-Shiller numbers shows a deceleration in home prices. newsletter.abnormalreturns.com) Mixed media Urban car dealerships are increasingly getting redeveloped. (efinancialcareers.com) Global Only one country, Japan, still has any debt with negative yields. bloomberg.com).

Financial Advising 217

Financial Advising Media Management Economy 217

Abnormal Returns

APRIL 2, 2023

nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months. (humbledollar.com) AI is going to change just about every industry.

Financial Advising 175

Financial Advising Banking Economy Insurance 175

Abnormal Returns

JANUARY 19, 2023

economist.com) Economy Weekly initial unemployment claims remain quiescent. calculatedriskblog.com) A record number of houses are under construction in December. newsletter.abnormalreturns.com) Mixed media Distractions are nothing new, just ask medieval monks. nytimes.com) We are living in the age of the grandparent.

Financial Advising 213

Financial Advising Media Economy Banking 213

Abnormal Returns

JULY 18, 2022

wired.com) Global Covid and the war in Ukraine remain as two big wild cards for the global economy. nytimes.com) Covid did a number on global childhood vaccinations. npr.org) Economy The story of the economy is inflation, inflation and inflation. (protocol.com) The rapid grocery startup space is in full retreat.

Financial Advising 206

Financial Advising Startup Economy Portfolio 206

Abnormal Returns

FEBRUARY 23, 2023

wapo.st) Given bad affordability numbers its hard to see house prices bottoming soon. theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims. newsletter.abnormalreturns.com) Mixed media Notes from "Little Bets: How Breakthrough Ideas Emerge from Small Discoveries" by John Sims.

Financial Advising 203

Financial Advising Media Retirement Economy 203

Abnormal Returns

DECEMBER 24, 2023

(behavioralscientist.org) The 10 best tech books of 2023 including "Numbers Go Up" by Zeke Faux. shepherd.com) Economy You can't guarantee a soft landing just yet. newsletter.abnormalreturns.com) Mixed media The best gifts often don't come with a bow on top. Then check out our weekly adviser-focused newsletter.

Financial Advising 194

Financial Advising Media Taxes Economy 194

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." newsletter.abnormalreturns.com) Mixed media While more Americans are choosing to work part-time.

Ethics 186

Ethics License Financial Advising Startup 186

Abnormal Returns

MARCH 20, 2023

bloomberg.com) Rising rates are still working their way through the markets and economy. cnbc.com) When will weakness in the tech sector spill over into the broader economy? ft.com) Job number one in a financial crisis is to stop the contagion. Markets Treasury market liquidity is not great.

Financial Advising 130

Financial Advising Banking Economy Media 130

Abnormal Returns

JUNE 20, 2023

calculatedriskblog.com) A record number of multi-family homes are under construction. foreignaffairs.com) Economy Why OPEC has been unable to push oil prices higher. newsletter.abnormalreturns.com) Mixed media The art world is increasingly corporatized. marketwatch.com) Housing Housing starts jumped in May. vice.com)

Financial Advising 193

Financial Advising Financial Services Consulting Media 193

Abnormal Returns

MARCH 26, 2023

rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. npr.org) An increasing number of guns are being stolen out cars these days. wsj.com) Economy The banking crisis stems directly from the pandemic. are still so rare.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

DECEMBER 28, 2022

wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. newsletter.abnormalreturns.com) Mixed media All the players wanting to become the new Twitter. (hollywoodreporter.com) The best books of 2022 including "Indigenous Continent: The Epic Contest for North America" by Pekka Hämäläinen.

Financial Advising 187

Financial Advising Valuation Media Economy 187

Abnormal Returns

JULY 6, 2023

ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India. theconversation.com) Economy The quit rate continues to slow. (awealthofcommonsense.com) The housing market is in a very real way locked up. Then check out our weekly e-mail newsletter.

Economics 174

Economics Startup Financial Advising Media 174