Abnormal Returns

MARCH 4, 2024

washingtonpost.com) Economy it's not just the U.S. newsletter.abnormalreturns.com) Mixed media Who is to blame for high concert ticket prices? ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%. (ft.com) Trends Why new apartment buildings are getting taller. that is reliant on foreign-born labor.

Financial Advising 225

Financial Advising Media Economy Portfolio 225

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. 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.' Rates Allan Sloan, "Don’t fall in love with your money fund."

Financial Advising 245

Financial Advising Taxes Communication Manufacturing 245

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 179

Financial Advising Startup Valuation Economy 179

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. etf.com) Economy Real wages are now above pre-pandemic levels. newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. morningstar.com) Bonds outperform bills leading up to a Fed rate cut.

Assets 236

Assets Financial Advising Media Economy 236

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. newsletter.abnormalreturns.com) Mixed media How WFH has pushed spending from downtown to the suburbs. bloomberg.com)

Financial Advising 229

Financial Advising Economy Media Economics 229

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? morningstar.com) What do sell-side analysts actually do?

Financial Advising 194

Financial Advising Startup Valuation Economy 194

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. noahpinion.blog) Economy Higher inflation has not deterred consumer spending. newsletter.abnormalreturns.com) Mixed media Just because there is ample office vacancies, doesn't mean your office is getting bigger. wsj.com) How Ireland got rich.

Financial Advising 213

Financial Advising Media Economy Portfolio 213

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs. niemanlab.org)

Asset Allocation 238

Asset Allocation Financial Advising Media Assets 238

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% newsletter.abnormalreturns.com) Mixed media How can you write about technology and not be optimistic? Good thing his hedge fund is performing well. unemployment rate.

Financial Advising 205

Financial Advising Media Economy Economics 205

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. newsletter.abnormalreturns.com) Mixed media In a clinical trial Novo Nordisk's ($NVO) WeGovy was shown to reduce cardiac events.

Financial Advising 220

Financial Advising Economics Economy Manufacturing 220

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. washingtonpost.com) Economy The U.S. newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. awealthofcommonsense.com) There is a difference between picking and choosing. labor market is slowing.

Math 231

Math Financial Advising Advertising Distribution 231

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. Then check out our weekly e-mail newsletter.

Asset Allocation 205

Asset Allocation Financial Advising Startup Economy 205

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. marketwatch.com) Economy Why the Fed needs a new model of inflation. newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds.

Financial Advising 201

Financial Advising Insurance Media Retirement 201

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 172

Financial Advising Economy Manufacturing Media 172

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value? auren.substack.com)

Financial Advising 175

Financial Advising Economy Valuation Consulting 175

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. newsletter.abnormalreturns.com) Mixed media Disney ($DIS) trips have gotten overwhelmingly complicated. Then check out our weekly e-mail newsletter.

Financial Advising 241

Financial Advising Taxes Manufacturing Media 241

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. morningstar.com) Why young people are at-risk of overtrading. traderfeed.blogspot.com) Companies Amazon ($AMZN) is building out the Amazon Hub Delivery.

Financial Advising 194

Financial Advising Media Economy Economics 194

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 210

Financial Advising Startup Economy Portfolio 210

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. 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? Those stakes are set to change hands.

Investing 213

Investing Investments Startup Financial Advising 213

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. 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. Then check out our weekly e-mail newsletter.

Financial Advising 219

Financial Advising Retail Economy Media 219

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. newsletter.abnormalreturns.com) Mixed media How 'American Graffiti' created nostalgia as a genre.

Financial Advising 195

Financial Advising Portfolio Management Economy Media 195

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? theblock.co) Media Buzzfeed News is shutting down. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. newsletter.abnormalreturns.com) Mixed media What story are customers telling about your product?

Financial Advising 207

Financial Advising Startup Media Portfolio 207

Abnormal Returns

AUGUST 22, 2023

ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. (msn.com) The Long Cramer Tracker ETF ($LJIM) is closing its doors.

Financial Advising 212

Financial Advising Valuation Retail Media 212

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. theinformation.com) Economy Producer price increases are easing. newsletter.abnormalreturns.com) Mixed media Streaming services are jockeying to re-bundle their services. wsj.com) Americans are in no mood to cut back on media subscriptions.

Financial Advising 170

Financial Advising Startup Media Economy 170

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already? disciplinefunds.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing."

Financial Advising 224

Financial Advising Insurance Economy Retail 224

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. newsletter.abnormalreturns.com) Mixed media There is a difference between predicting and reacting. (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 247

Asset Allocation Financial Advising Assets Media 247

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? variety.com) Economy Inflation has stopped going down. newsletter.abnormalreturns.com) Mixed media What you can learn from failed relationships. Strategy Alternatives managers want in on the defined contribution space.

Economics 146

Economics Financial Advising Insurance Media 146

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? 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. Strategy How high a VIX is too high?

Financial Advising 195

Financial Advising Taxes Media Economy 195

Abnormal Returns

MARCH 14, 2023

theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) Social media will change any future financial crisis. engadget.com) Economy February CPI showed 6.0% newsletter.abnormalreturns.com) Mixed media People really mean it these days when they say 'no gifts.' vox.com)

Startup 195

Startup Financial Guidance Financial Advising Media 195

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 182

Financial Advising Economy Banking Media 182

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. newsletter.abnormalreturns.com) Mixed media We systematically underestimate people's desire for feedback. Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 184

Financial Advising Startup Banking Media 184

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. wsj.com) Economy "The Fed is no longer behind the curve." newsletter.abnormalreturns.com) Mixed media Twitter's owner does not like to be criticized. tomtunguz.com) Is there too much capital chasing private debt deals?

Financial Advising 210

Financial Advising Retail Media Economy 210

Abnormal Returns

FEBRUARY 3, 2023

(rationalwalk.com) In praise of not tinkering with your portfolio. bbc.com) Economy The January NFP showed a big jump in payrolls. calculatedriskblog.com) Let's take a moment to celebrate the strong jobs economy. calculatedriskblog.com) Let's take a moment to celebrate the strong jobs economy.

Financial Advising 130

Financial Advising Economy Media Portfolio 130

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? (mrzepczynski.blogspot.com) The Fed is a bad bank regulator. axios.com) Industrial production was flat in February 2023.

Financial Advising 207

Financial Advising Startup Banking Manufacturing 207

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. newsletter.abnormalreturns.com) Mixed media Should company vacations be mandatory? (cnbc.com) The banking industry's 'crisis phase' may be over for now. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 195

Financial Advising Startup Banking Manufacturing 195

Abnormal Returns

MARCH 13, 2023

ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. ft.com) Economy In a country as big as the U.S., local economies matter. newsletter.abnormalreturns.com) Mixed media How Artifact built its news aggregation app. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? cnn.com) Economy Some additional signs that the economy is rolling over. newsletter.abnormalreturns.com) Mixed media Blair duQuesnay, "I shudder to think that it shouldn’t be much of a surprise that an AI bot can mimic this robotic style of writing."

Financial Advising 195

Financial Advising Startup Economy Media 195