Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.' markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good.

Assets 204

Assets Financial Advising Media Economy 204

Abnormal Returns

NOVEMBER 20, 2023

(integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. wsj.com) The wash-sale rule doesn't (yet) apply to cryptocurrencies. stratechery.com) AI development is computationally, and financially, expensive. snippet.finance) Earlier on Abnormal Returns Adviser links: a one-way street.

Financial Advising 230

Financial Advising Media Economy Sales 230

Abnormal Returns

JANUARY 31, 2024

theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. 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? axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 212

Financial Advising Media Economy Economics 212

Abnormal Returns

NOVEMBER 3, 2023

(bonddad.blogspot.com) Heavy truck sales are not flat year-over-year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? washingtonpost.com) Are third tier soccer teams a good investment? calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: an abundance mindset.

Electronics 242

Electronics Financial Advising Media Economy 242

Abnormal Returns

SEPTEMBER 6, 2023

(blog.validea.com) China's stock market is cheap, but is it investable? bonddad.blogspot.com) Currently about 80% of light vehicle sales are light trucks or SUVs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Money management Wealth management is a growth business.

Financial Advising 218

Financial Advising Wealth Management Media Economy 218

Abnormal Returns

DECEMBER 29, 2023

morningstar.com) Reading Some investment sites worth reading every week including Sam Ro's TKer. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (morningstar.com) Cybersecurity is a growing industry.

Financial Advising 211

Financial Advising Media Sales Investing 211

Abnormal Returns

JULY 9, 2023

wsj.com) There is no Social Security trust fund to invest. awealthofcommonsense.com) Heavy truck sales are up some 15% year-over-year. tker.co) Nonresidential investment keeps growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 205

Financial Advising Taxes Economy Media 205

Abnormal Returns

DECEMBER 4, 2023

(theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). thereformedbroker.com) How financial advisers can publish their own book.

Wealth Management 196

Wealth Management Financial Advice Financial Advising Communication 196

Abnormal Returns

SEPTEMBER 5, 2023

awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. morningstar.com) Economy Heavy truck sales are still expanding. abnormalreturns.com) Adviser links: the power of personalization. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 234

Financial Advising Budgeting Manufacturing Media 234

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? calculatedriskblog.com) The bifurcation between new and existing home sales continues. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 251

Asset Allocation Financial Advising Assets Media 251

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. theatlantic.com) Cold drinks make up some 75% of Starbucks ($SBUX) sales. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Economics 205

Economics Financial Advising Healthcare Economy 205

Wealth Management

AUGUST 1, 2022

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.

Sales 57

Sales Financial Advising Investing Investments 57

Abnormal Returns

SEPTEMBER 14, 2023

Markets TIPS are on sale. ritholtz.com) On the power of keeping an investing journal. rationalwalk.com) What the life of Napoleon can teach us about investing. tonyisola.com) Investing inspiration from 'blue zone' habits. tonyisola.com) Investing inspiration from 'blue zone' habits.

Financial Advising 246

Financial Advising Advertising Economy Valuation 246

Abnormal Returns

FEBRUARY 16, 2024

axios.com) Realtors Realtors are struggling as house sales decline. abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? howardlindzon.com) VC firm Foundry Group is shutting down. techcrunch.com) Age is not your friend in VC.

Financial Advising 173

Financial Advising Media Sales Investing 173

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. economist.com) Economy Heavy truck sales rose in September.

Financial Advising 147

Financial Advising Media Economy Sales 147

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. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs.

Financial Advising 185

Financial Advising Startup Taxes Financial Services 185

Abnormal Returns

MARCH 10, 2023

tker.co) Strategy Investing off headlines is a fool's errand. theirrelevantinvestor.com) Don't try to invest like Yale, unless you have Yale-like resources. calculatedrisk.substack.com) RV sales are in reverse. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 197

Financial Advising Banking Economy Media 197

Abnormal Returns

JULY 25, 2023

fortunesandfrictions.com) Strategy Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. bloomberg.com) Will Boomers act like prior generations when it comes to putting houses up for sale?

Financial Advising 130

Financial Advising Media Engineering Sales 130

Abnormal Returns

JUNE 18, 2023

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? newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales.

Financial Advising 226

Financial Advising Media Government Taxes 226

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. (calculatedriskblog.com) New home sales are on the rise. abnormalreturns.com) Adviser links: a decent place.

Asset Allocation 189

Asset Allocation Financial Advising Startup Valuation 189

Abnormal Returns

MAY 4, 2023

ft.com) Venture capital The world of venture investing has changed a lot since Andreessen Horowitz came on the scene. wsj.com) Economy There is no sign of a recession in heavy truck sales. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. semafor.com) The Series D market is moribund.

Financial Advising 179

Financial Advising Media Startup Banking 179

Abnormal Returns

SEPTEMBER 2, 2022

awealthofcommonsense.com) Investing lessons learned from Julian Robertson. wsj.com) Heavy truck sales are still hanging in there. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Investors can now get non-zero yields on risk-free assets.

Startup 202

Startup Financial Advising Media Economy 202

Abnormal Returns

APRIL 18, 2023

Strategy Four questions you should ask yourself before making an investment. wsj.com) Economy New home sales have seemingly bottomed. abnormalreturns.com) Adviser links: intentional gifting. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) U.S.

Financial Advising 182

Financial Advising Taxes Media Economy 182

Abnormal Returns

APRIL 20, 2023

disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy. thebasispoint.com) There are two real estate agents for every home sale. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 206

Financial Advising Startup Media Portfolio 206

Abnormal Returns

DECEMBER 15, 2022

(calculatedriskblog.com) Retail sales are cooling off. abnormalreturns.com) Personal finance links: investing accordingly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) The Fed isn't done yet.

Financial Advising 182

Financial Advising Media Retail Economy 182

Abnormal Returns

DECEMBER 5, 2022

awealthofcommonsense.com) A Q&A with Bob Pisani author of “Shut Up & Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.” bonddad.blogspot.com) New heavy truck sales continue apace. valueplays.net) Earlier on Abnormal Returns Adviser links: technical skill. Thanks, Dave!

Startup 193

Startup Marketing Marketing Financial Advising 193

Abnormal Returns

JANUARY 18, 2023

angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% 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

FEBRUARY 26, 2023

wsj.com) Sketchy products keep showing up for sale on Amazon ($AMZN). abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? arstechnica.com) No one talks about 'voice-as-a-platform' any more.

Ethics 189

Ethics License Financial Advising Startup 189

Abnormal Returns

SEPTEMBER 29, 2022

(albertbridgecapital.com) Apple Apple ($AAPL) is pulling back expectations for iPhone sales. bloomberg.com) Ad sales have been falling throughout 2022. bloomberg.com) Ad sales have been falling throughout 2022. wsj.com) Keep an eye out for layoffs at investment banks. nytimes.com) What Adobe ($ADBE) is planning for Figma.

Financial Advising 130

Financial Advising Media Banking Sales 130

Abnormal Returns

OCTOBER 14, 2022

pionline.com) Infrastructure investments have been a buffer for pension funds this year. npr.org) Economy Retail sales are pointing to weaker growth. 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

FEBRUARY 7, 2023

thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. variety.com) Economy Heavy truck sales are not indicating a recession, yet. abnormalreturns.com) Adviser links: explaining alts. moneylifeshow.libsyn.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Media Financial Advising Planning 130

Abnormal Returns

JULY 13, 2022

tker.co) Commodities Why long commodities are not a long-term strategic investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? skift.com) The great Boy Scouts of America land sale is on. Markets The Euro is trading at parity with the U.S.

Financial Advising 130

Financial Advising Media Economy Economics 130

Abnormal Returns

JANUARY 29, 2023

nytimes.com) Russia has effectively orphaned its European gas investments. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media One reason why advertisers are pulling back on Twitter - no access to sales support. esquire.com)

Financial Advising 130

Financial Advising Advertising Startup Economy 130

Abnormal Returns

APRIL 15, 2023

cnbc.com) Private investment in mental health and addiction care facilities is on the rise. fastcompany.com) How faster MLB games is affecting beer sales. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Should more people have AEDs at home?

Food 205

Food Medicine Financial Advising Numbers 205

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Wright: We should separate custody from the ability to provide investment advice on those assets.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investing 52

Investing Investments Valuation Clients 52