Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. washingtonpost.com) Economy The Citi U.S. (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike. coindesk.com) Oddity Tech ($ODD) priced above the range.

Planning 188

Planning Food Financial Advising Startup 188

Abnormal Returns

FEBRUARY 14, 2025

axios.com) It's hard to plan when the U.S. wired.com) Economy Industrial production rose in January. (sixcolors.com) Contracts When the government pulls money from an account without authority. government is breaking legal contracts. nytimes.com) DOGE DOGE's website is less than secure.

Advertising 167

Advertising Government Manufacturing Media 167

The Big Picture

APRIL 15, 2025

Some damage gets done to the US economy and trade relations. We’ve already seen consumers begin to freeze travel and spending plans in place. These regional alliances develop, giving them the heft to negotiate regional deals with the U.S. The backlash includes boycotts of the US and its goods.

Economics 312

Economics Economy Communication Marketing 312

Wealth Management

APRIL 6, 2023

CBRE IM and Accelerate Investment Partnership formed a joint venture to invest in ground leases under critical, digital and green economy infrastructure assets. Here’s what executives from the two companies told WMRE about their plans.

Assets 278

Assets Economy Planning Investing 278

Abnormal Returns

SEPTEMBER 30, 2024

apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. awfulannouncing.com) Economy Is election uncertainty holding back the economy? ft.com) Immigration is making it harder to gauge the labor economy. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon.

Financial Advising 261

Financial Advising Financial Advice Economy Media 261

Abnormal Returns

OCTOBER 28, 2022

bloomberg.com) Economy The apartment market is slowing rapidly. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Podcast links: planning a podcast. (ritholtz.com) Airbnb ($ABNB) hosts are feeling a downturn. calculatedriskblog.com) Central banks are all fighting the same phenomenon.

Economy 130

Economy Financial Advising Media Banking 130

Abnormal Returns

APRIL 8, 2024

production plans. finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? bloomberg.com) Economy The employment economy is humming along. bonddad.blogspot.com) Where the manufacturing economy stands. radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S.

Financial Advising 274

Financial Advising Economy Manufacturing Media 274

Abnormal Returns

JANUARY 16, 2025

awealthofcommonsense.com) How to plan for future lower market returns. vox.com) Russia's economy is increasingly stressed by the war in Ukraine. ft.com) Economy The term premium has blown out. Strategy Stock picking is hard. So is sector picking. theretirementmanifesto.com) Finance Hindenberg Research is calling it quits.

Food 144

Food Economy Media Planning 144

Abnormal Returns

MAY 21, 2025

wsj.com) Some 46% of streaming subscribers use ad-supported plans. theverge.com) Economy The bond market is not having it. (johnwallstreet.com) Why now is the time for ESPN to launch a subscription service. hollywoodreporter.com) Streaming services have trained customers to churn their subscriptions.

Math 189

Math Budgeting Startup Media 189

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. million on a URL? sherwood.news) The U.S.

Financial Advising 269

Financial Advising Startup Economy Taxes 269

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 261

Financial Advising Startup Media Economy 261

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Asset Economy. Financial Plan. Inflation. Federal Reserve.

Asset Allocation 341

Asset Allocation Financial Planning Assets Media 341

Abnormal Returns

APRIL 7, 2025

klementoninvesting.substack.com) Strategy Why you need a plan, now more than ever. sherwood.news) Economy A hard stop to consumer and business spending could cause a recession. (morningstar.com) Markets are discounting lower future cash flows. ritholtz.com) What would earnings have to do to justify the move down? You are human.

Media 157

Media Economy Planning Marketing 157

Abnormal Returns

OCTOBER 31, 2024

theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. numlock.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Could GLP-1s be a bigger deal for the economy than AI? Crypto Crypto volume is up at Robinhood ($HOOD). coindesk.com) Coinbase ($COIN) is buying back shares.

Financial Advising 157

Financial Advising Economy Media Numbers 157

Abnormal Returns

MARCH 24, 2025

(politico.eu) Don't hold your breath for a Marshall Plan for Ukraine. wsj.com) Economy Four factors that help identify a coming recession. theconversation.com) Social Security DOGE is having a hard time finding fraud in Social Security. axios.com) Cuts will likely make customer service at Social Security even worse.

Media 157

Media Government Economy Accounting 157

Abnormal Returns

SEPTEMBER 27, 2024

nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. (eater.com) Will robotic food delivery ever become profitable? sherwood.news) China The bounce back in Chinese stocks this week was impressive. wsj.com) Do you remember the 'recession' of 2022?

Financial Advising 273

Financial Advising Food Economy Media 273

Calculated Risk

MARCH 22, 2023

The combination of an unsettled economy and high interest rates is causing investors and property owners to take a closer look at their plans for construction projects,” said AIA Chief Economist, Kermit Baker, Hon. emphasis added Click on graph for larger image.

Economy 361

Economy Investing Investments Planning 361

Abnormal Returns

OCTOBER 17, 2024

bloomberg.com) Defined benefit plans make a lot less sense when workers change jobs more frequently. crr.bc.edu) How remote workers can help a local economy. mansionglobal.com) Economy Industrial production is ebbing. (wsj.com) Work Meta ($META) fired a bunch of workers for abusing meal credits.

Financial Advising 271

Financial Advising Communication Economy Assets 271

The Big Picture

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.

Retirement 180

Retirement Investing Investments Numbers 180

Abnormal Returns

APRIL 27, 2025

theirrelevantinvestor.com) Individual investors are sticking with their plans. theatlantic.com) Economy More Americans are making the minimum credit card payment. (awealthofcommonsense.com) Why 100% US stocks doesn't make sense. humbledollar.com) Trends Companies are not yet seeing a drop off in expectations.

Media 144

Media Economy Economics Planning 144

Abnormal Returns

JUNE 26, 2025

ft.com) Fund management Blackrock ($BLK) is planning to include private equity and credit in target-date funds. spyglass.org) Economy Jobless claims show the jobs market is slowly deteriorating. (jeffreyptak.substack.com) Crypto In-kind redemption is coming for crypto ETFs. cnbc.com) Is F1 Apple's ($AAPL) best hope for a blockbuster?

Media 157

Media Economy Banking Assets 157

Abnormal Returns

OCTOBER 29, 2024

theverge.com) How social media can wreck your investing plan. ft.com) Economy Home price increases are slowing with Case-Shiller through July falling to 4.2% Strategy Another sign that gambling is being normalized. blogs.cfainstitute.org) Investment success is about small advantages compounded over time.

Financial Advising 157

Financial Advising Media Investment Planning Economy 157

Abnormal Returns

AUGUST 12, 2024

theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. Discovery ($WBD). spyglass.org) Disney ($DIS) is not done investing in parks. wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown. bloomberg.com) The deficit hawks have been wrong for awhile now.

Planning 144

Planning Financial Advising Startup Media 144

Nerd's Eye View

JANUARY 7, 2025

In this episode, we talk in-depth about how Pete frames the differences between socially responsible investing (which is focused on excluding certain industries or companies from portfolios), ESG investing (which measures the risk to companies from environmental, social, and governance factors), and Pete's sustainable investing approach (which he views (..)

Investing 233

Investing Investments Clients Risk Tolerance 233

Abnormal Returns

DECEMBER 11, 2024

finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. johnwallstreet.com) Economy The November CPI came with a 2.7% (sherwood.news) Who is going to pay for crypto-enabled consumer fraud? on.ft.com) Alternatives The number of hedge fund startups is dwindling. over the past twelve months.

Startup 157

Startup Retail Media Economy 157

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. (ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.'

Food 273

Food Financial Advising Media Economy 273

Abnormal Returns

MARCH 3, 2024

every.to) Policy Clean energy plans are going up primarily in red states. economy is filled with technical debt. goodgoodgood.co) Economy Freight volume is slowing. mrzepczynski.blogspot.com) The case that the economy is doing just fine. wsj.com) The policy approach to the banking system is 'incoherent.'

Financial Advising 251

Financial Advising Economy Media Banking 251

Abnormal Returns

OCTOBER 27, 2023

ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. (fa-mag.com) If I had to describe the economy using one word, I would use “strong.” kyla.substack.com) Economy Americans just keep on spending. econbrowser.com) The Fed is putting the economy at risk.

Media 273

Media Financial Advising Economy Numbers 273

Abnormal Returns

FEBRUARY 21, 2024

(ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. youtube.com) Retirement Why planning in retirement is so challenging. wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement."

Retirement 270

Retirement Retirement Planning Portfolio Management Taxes 270

Abnormal Returns

JULY 26, 2024

wsj.com) Economy The June PCE price index increased 2.5% economy is impressive. ourworldindata.org) A growing number of Americans say they do not plan to have children. (nytimes.com) How NBC got back into the NBA's good graces. variety.com) Minor league baseball luxury suites are a bargain. year-over-year, down from 2.6%

Financial Advising 260

Financial Advising Engineering Economy Numbers 260

Abnormal Returns

JANUARY 11, 2023

which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. stayathomemacro.substack.com) Earlier on Abnormal Returns Personal finance links: finding a new plan. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

AUGUST 5, 2024

theirrelevantinvestor.com) Investors need to plan for down markets. vox.com) Economy Just how freaked out should people be about the July jobs report? Markets Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." ft.com) Market sentiment got way too bullish.

Ethics 273

Ethics Financial Advising Media Economy 273

Abnormal Returns

APRIL 1, 2024

(theverge.com) Generative AI search engine Perplexity is planning to start selling ads. ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. adweek.com) Who is liable when AI goes wrong? ft.com) Some positive news on the manufacturing front.

Assets 258

Assets Financial Advising Wealth Management Engineering 258

Abnormal Returns

DECEMBER 23, 2024

on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' (herbgreenberg.com) Private credit Why Blackrock ($BLK) is spending $12 billion to buy private credit manager HPS.

Advertising 144

Advertising Media Economy Banking 144

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' riabiz.com) Economy Core CPI ex-shelter was up 2.2% (newsletter.rationalwalk.com) What's behind the surge in Arm Holdings ($ARM) stock? in December.

Financial Advising 272

Financial Advising Startup Retail Media 272

Abnormal Returns

NOVEMBER 16, 2023

sportico.com) Economy National homebuilder confidence dropped in November. newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan. Then check out our weekly e-mail newsletter.

Asset Allocation 261

Asset Allocation Financial Advising Insurance Communication 261

Abnormal Returns

AUGUST 9, 2023

behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. bloomberg.com) Credit card debt levels are growing in line with the economy.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238