Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. abnormalreturns.com) Adviser links: motivational interviewing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 236

Financial Advising Economy Media Economics 236

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. Then check out our weekly e-mail newsletter.

Math 237

Math Financial Advising Advertising Distribution 237

Abnormal Returns

JANUARY 10, 2024

(awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' (hollywoodreporter.com) The Apple ($AAPL) Vision Pro is going to change how we watch movies. Then check out our weekly e-mail newsletter.

Financial Advising 170

Financial Advising Valuation Banking Media 170

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) What do sell-side analysts actually do?

Financial Advising 199

Financial Advising Startup Valuation Economy 199

Abnormal Returns

AUGUST 22, 2023

(wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 217

Financial Advising Valuation Retail Media 217

Abnormal Returns

JUNE 21, 2023

Strategy Avoiding big errors plays a big role in investment success. ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. pitchbook.com) The founders of Two Sigma Investments are at loggerheads.

Financial Advising 207

Financial Advising Startup Portfolio Media 207

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) Social media will change any future financial crisis. news.crunchbase.com) Y Combinator is getting out of the business of late state investing.

Startup 200

Startup Financial Guidance Financial Advising Media 200

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy.

Financial Advising 212

Financial Advising Startup Media Portfolio 212

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? morningstar.com) Achieving these three portfolio goals simultaneously is tough. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 254

Asset Allocation Financial Advising Assets Media 254

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? finance.yahoo.com) Why Walmart ($WMT) would want to buy TV maker Vizio? (abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Economics 151

Economics Financial Advising Insurance Media 151

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? newyorker.com) Venture capital More VC funds are running out time while still holding investments. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Asset Allocation 212

Asset Allocation Financial Advising Startup Economy 212

Abnormal Returns

JUNE 14, 2023

Strategy When it comes to investing, more activity doesn't guarantee better results. awealthofcommonsense.com) Focus on the role bonds play in your portfolio. slate.com) How Big League Advantage invests in future stars. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 199

Financial Advising Insurance Media Economy 199

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Leverage loan repricings are surging.

Financial Advising 178

Financial Advising Economy Manufacturing Media 178

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. realreturns.blog) The 60/40 portfolio never went away. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media We systematically underestimate people's desire for feedback.

Financial Advising 189

Financial Advising Startup Banking Media 189

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. abnormalreturns.com) Adviser links: optimizing the wrong thing.

Financial Advising 216

Financial Advising Retail Media Economy 216

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 212

Financial Advising Startup Banking Manufacturing 212

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) A list of the best investing blogs of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Should company vacations be mandatory?

Financial Advising 200

Financial Advising Startup Banking Manufacturing 200

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." tker.co) Has sentiment already peaked?

Financial Advising 228

Financial Advising Insurance Economy Retail 228

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? msn.com) EV investment is flooding into battleground states like Georgia, Michigan, Arizona, Nevada and North Carolina. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) What the U.S.

Financial Advising 231

Financial Advising Media Government Taxes 231

Abnormal Returns

MAY 11, 2023

morningstar.com) If you invest in stocks there are going to be extended periods of poor performance. ft.com) Softbank continues to mark down its Vision Fund portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What's the best asset to hold during a recession?

Financial Advising 200

Financial Advising Media Economy Portfolio 200

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 179

Financial Advising Economy Valuation Consulting 179

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Longform links: shrinking populations.

Financial Advising 204

Financial Advising Distribution Valuation Media 204

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. annual meeting.

Financial Advising 187

Financial Advising Economy Banking Media 187

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Three broad financial planning designations include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 200

Financial Advising Startup Economy Media 200

Abnormal Returns

APRIL 2, 2023

Strategy Your investment strategy needs to work in all markets. awealthofcommonsense.com) How to dole out risk in your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? humbledollar.com) AI is going to change just about every industry.

Financial Advising 183

Financial Advising Banking Economy Insurance 183

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. axios.com) U.S. The underlying companies are similar."

Startup 190

Startup Valuation Financial Advising Distribution 190

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media American workers have never been this satisfied with their jobs.

Financial Advising 155

Financial Advising Banking Food Retail 155

Abnormal Returns

SEPTEMBER 30, 2022

(ritholtz.com) Mitigating risk in your portfolio always comes with a trade-off. ft.com) Finance A profile of startup investment research provider Tegus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? monevator.com) This week shows why you need to mitigate your home country bias.

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

JANUARY 18, 2023

allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 30, 2022

awealthofcommonsense.com) On the death of the 60/40 portfolio. peterlazaroff.com) Rising interest rates have completely changed the investment landscape. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Good luck trying to forecast the market using geopolitical events.

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

SEPTEMBER 22, 2022

visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (axios.com) It's not just you, planes are dirtier now. (blog.validea.com) Visualizing U.S. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

DECEMBER 1, 2022

(on.ft.com) Private equity has been slow to mark down portfolio values. economist.com) Carbon offsets Timberland manager, Manulife Investment Management, is getting into the forest-offset market. theconversation.com) Global Is China's stock market still even investable? wsj.com) Forest carbon offsets don't actually do anything.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. pionline.com) Infrastructure investments have been a buffer for pension funds this year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) GoodRx ($GDRX) is now targeting doctors.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” morningstar.com) Ben Carlson, "Investing would be easier if markets followed a set pattern but that’s not how things work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

FEBRUARY 2, 2023

Markets The expected return to a 60/40 portfolio strategy rose throughout 2022. ft.com) Strategy Some questions to ask when an investment seems too good to be true. semafor.com) Ariel Investments has launched its first private equity fund the Project Black LP. morningstar.com) European stocks have been underperforming the U.S.

Financial Advising 130

Financial Advising Media Retirement Economy 130

Abnormal Returns

JULY 12, 2022

wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. blogs.cfainstitute.org) Multicoin Capital is now investing out of its third fund. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130