Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. 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.' abnormalreturns.com) Adviser links: diverse talent.

Financial Advising 234

Financial Advising Startup Retail Media 234

Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media California rejected, for now, legalized sports betting. wsj.com) Meta ($META) is laying off some 11,000 employees.

Investing 227

Investing Investments Financial Advising Advertising 227

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Is there an ideal level of inflation?

Financial Advising 218

Financial Advising Media Economy Economics 218

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. Then check out our weekly adviser-focused newsletter.

Financial Advising 232

Financial Advising Startup Media Government 232

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. scmp.com) News media Why the media needs to be more credulous when covering Elon Musk. Then check out our weekly e-mail newsletter.

Financial Advising 212

Financial Advising Media Insurance Economy 212

Abnormal Returns

OCTOBER 27, 2023

(awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. (fa-mag.com) corporate.vanguard.com) Media The entertainment business needs a hard reset.

Media 239

Media Financial Advising Economy Numbers 239

Abnormal Returns

SEPTEMBER 18, 2023

(mrzepczynski.blogspot.com) Companies What does Disney ($DIS) look like without its legacy media businesses? bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. wsj.com)

Financial Advising 147

Financial Advising Media Economy Financial Planning 147

Abnormal Returns

JANUARY 11, 2024

blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live. abnormalreturns.com) Personal finance links: investment politicians. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? davidepstein.substack.com)

Financial Advising 162

Financial Advising Media Taxes Economy 162

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. . Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

JUNE 19, 2023

(standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up.

Financial Advising 194

Financial Advising Financial Planning Media Retirement 194

Abnormal Returns

AUGUST 4, 2023

whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Economics 211

Economics Financial Advising Healthcare Economy 211

Abnormal Returns

OCTOBER 31, 2022

awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." wsj.com) Poland is planning to build nuclear power plants. newsletter.abnormalreturns.com) Mixed media Five insights from Jonathan D.

Financial Advising 224

Financial Advising Media Valuation Retail 224

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Adviser links: optimizing the wrong thing. Then check out our weekly e-mail newsletter.

Financial Advising 216

Financial Advising Retail Media Economy 216

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. axios.com) Funds Vanguard is planning to push farther into direct indexing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 221

Financial Advising Startup Communication Economy 221

Abnormal Returns

JULY 17, 2023

ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." thestreamable.com) ARK Invest ARK Innovation ETF ($ARKK) AUM is down two thirds from the peak. bloomberg.com) BlackRock ($BLK) plans to give shareholders in the iShares Core S&P 500 ETF ($IVV) a chance to vote proxies.

Financial Advising 213

Financial Advising Media Economics Investing 213

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here!

Financial Advising 212

Financial Advising Media Retirement Economy 212

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." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 228

Financial Advising Insurance Economy Retail 228

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 190

Financial Advising Startup Taxes Financial Services 190

Abnormal Returns

OCTOBER 5, 2023

investmenttalk.co) The only reaction to an investment mistake is to admit it. klementoninvesting.substack.com) Why investment moats matter. wsj.com) You can dis-invest from China but you are still not free of its influence. abnormalreturns.com) Personal finance links: a bad plan.

Financial Advising 147

Financial Advising Media Economy Sales 147

Abnormal Returns

FEBRUARY 7, 2023

morningstar.com) Social media finance gurus gloss over a lot of the tough stuff. thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. nextbigideaclub.com) Media The Mastodon bump is now a slump. wired.com) Penske Media is buying 20% of Vox Media.

Startup 130

Startup Media Financial Advising Planning 130

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. bloomberg.com) NEA is becoming a registered investment advisor. on.ft.com) How Morgan Stanley ($MS) plans to attack the ETF market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 205

Startup Financial Advising Investment Advisor Insurance 205

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. stayathomemacro.substack.com) Earlier on Abnormal Returns Personal finance links: finding a new plan.

Financial Advising 200

Financial Advising Startup Economy Media 200

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. 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

FEBRUARY 13, 2023

Strategy Jumping from investment strategy to strategy is a recipe for disaster. marknewfield.substack.com) Good investment strategy is timeless. washingtonpost.com) Companies Businesses are not planning to slow their tech spending any time soon. wsj.com) Apple ($AAPL) has been slow rolling out new financial services.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

Abnormal Returns

APRIL 27, 2023

bloomberg.com) Cash is not a passive investment. theverge.com) Sports betting How Fanatics plans to tackle the sports gambling market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media AI will change how we all use the Internet.

Financial Advising 183

Financial Advising Economy Education Insurance 183

Abnormal Returns

JUNE 13, 2023

fortune.com) Insights from "The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown" by John Jennings. fastcompany.com) Accenture ($ACN) is planning to spend big on AI. abnormalreturns.com) Adviser links: paying for advice. wsj.com) How Salesforce ($CRM) is position itself for the AI revolution.

Financial Advising 178

Financial Advising Media Economy Planning 178

Abnormal Returns

JANUARY 27, 2024

ft.com) India plans to expand the use of nuclear energy. abnormalreturns.com) An example where investing out of spite doesn't work out. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Auto insurance Why car insurance premiums are soaring. Some evidence says no.

Insurance 245

Insurance Financial Advising Commission Food 245

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Abnormal Returns

MARCH 19, 2023

nytimes.com) Medicare Advantage plan decisions are being made using AI. 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? (fivethirtyeight.com) The pandemic gave us all a taste of car-free streets.

Financial Advising 198

Financial Advising Retail Media Economy 198

Abnormal Returns

JANUARY 8, 2023

evidenceinvestor.com) How depression may affect your investment approach. humbledollar.com) Companies Microsoft ($MSFT) is planning to build OpenAI tools into its apps. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. geekwire.com).

Financial Advising 130

Financial Advising Media Taxes Economics 130

Abnormal Returns

SEPTEMBER 29, 2022

nytimes.com) What Adobe ($ADBE) is planning for Figma. wsj.com) Keep an eye out for layoffs at investment banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The most successful 'creators' are now essentially media companies.

Financial Advising 130

Financial Advising Media Banking Sales 130

Abnormal Returns

OCTOBER 14, 2022

theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI). 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? (morningstar.com) Companies Details on Netflix ($NFLX) Basic with Ads is here.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JANUARY 12, 2023

cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. cnbc.com) Fund management Tidal Financial Group is helping to convert a SMA into a ETF. ritholtz.com) Earlier on Abnormal Returns Longform links: the nature of investing. abnormalreturns.com) Personal finance links: finding a new plan.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

JUNE 10, 2023

grist.org) In 2023, more capital will be invested in solar energy than oil & gas. theverge.com) Amazon ($AMZN) is planning to launch an ad-supported tier for Prime Video. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? understandingai.org) Energy The U.S.

Food 208

Food Financial Advising Media Economy 208

Abnormal Returns

NOVEMBER 16, 2022

Strategy Jack Forehand, "There is no magic bullet to help decide when to change an investment process." newscientist.com) Apple ($AAPL) is planning to shift semiconductor purchases to U.S.-based abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? based plants. Some practical tips.

Financial Advising 130

Financial Advising Economy Media Planning 130

Abnormal Returns

JULY 29, 2023

bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. huddleup.substack.com) Why league investments in ESPN would be a poisoned chalice. bloomberg.com) What are we to make of Saudi Arabia's investment in soccer? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 220

Financial Advising Startup Transportation Food 220

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. All these various talking heads from brokerage firms and the like were given their regular media platform and were regularly doing this and I have to believe that the clients they advise, directly and indirectly, did end up buying long term bonds funds last year.

Marketing 87

Marketing Marketing Financial Advising Math 87