Abnormal Returns

DECEMBER 11, 2023

(ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? semafor.com) CNBC has given its onscreen ticker a makeover.

Media 222

Media Financial Advising Retail Economy 222

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good thing his hedge fund is performing well.

Financial Advising 206

Financial Advising Media Economy Economics 206

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. abnormalreturns.com) What you missed in our Tuesday linkfest.

Assets 237

Assets Financial Advising Media Economy 237

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 239

Financial Advising Valuation Portfolio Economy 239

Abnormal Returns

NOVEMBER 10, 2023

Strategy The 40 of the 60/40 portfolio is finally earning people something. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How did concert ticket prices get so high, so fast? vs. international equities.

Financial Advising 240

Financial Advising Manufacturing Media Portfolio 240

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newyorker.com) Mixed media People have stopped checking their mailboxes. wsj.com) Bonds vs. bond funds: funds are fine for most investors.

Financial Advising 227

Financial Advising Startup Media Communication 227

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Just because there is ample office vacancies, doesn't mean your office is getting bigger.

Financial Advising 213

Financial Advising Media Economy Portfolio 213

Abnormal Returns

AUGUST 21, 2023

(calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs.

Asset Allocation 237

Asset Allocation Financial Advising Media Assets 237

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What is wrong with this picture?

Financial Advising 181

Financial Advising Startup Valuation Economy 181

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. abnormalreturns.com) Adviser links: motivational interviewing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How WFH has pushed spending from downtown to the suburbs.

Financial Advising 229

Financial Advising Economy Media Economics 229

Abnormal Returns

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media On the problem of package theft. abnormalreturns.com) Personal finance links: desired results.

Financial Advising 238

Financial Advising Portfolio Management Media Economics 238

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 231

Math Financial Advising Advertising Distribution 231

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund. mrzepczynski.blogspot.com) There's no insurance without reinsurance.

Financial Advising 199

Financial Advising Insurance Media Retirement 199

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Disney ($DIS) trips have gotten overwhelmingly complicated.

Financial Advising 242

Financial Advising Taxes Manufacturing Media 242

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. morningstar.com) Why young people are at-risk of overtrading. Then check out our weekly e-mail newsletter.

Financial Advising 192

Financial Advising Media Economy Economics 192

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Remember the creator economy? morningstar.com) What do sell-side analysts actually do?

Financial Advising 192

Financial Advising Startup Valuation Economy 192

Abnormal Returns

AUGUST 22, 2023

abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. (abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 210

Financial Advising Valuation Retail Media 210

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading. Then check out our weekly e-mail newsletter.

Financial Advising 170

Financial Advising Valuation Banking Media 170

Abnormal Returns

SEPTEMBER 26, 2023

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? (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 248

Asset Allocation Financial Advising Assets Media 248

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media What you can learn from failed relationships. Then check out our weekly e-mail newsletter.

Economics 148

Economics Financial Advising Insurance Media 148

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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 193

Financial Advising Taxes Media Economy 193

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media In a clinical trial Novo Nordisk's ($NVO) WeGovy was shown to reduce cardiac events.

Financial Advising 222

Financial Advising Economics Economy Manufacturing 222

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest.

Financial Advising 205

Financial Advising Startup Media Portfolio 205

Abnormal Returns

JUNE 21, 2023

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Avoiding big errors plays a big role in investment success.

Financial Advising 200

Financial Advising Startup Portfolio Media 200

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Streaming services are jockeying to re-bundle their services. Strategy Sometimes your best trade is a loss.

Financial Advising 169

Financial Advising Startup Media Economy 169

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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

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. abnormalreturns.com) Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 193

Startup Financial Guidance Financial Advising Media 193

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Contrary to popular belief immigrants' names were not changed at Ellis Island.

Financial Advising 172

Financial Advising Economy Manufacturing Media 172

Abnormal Returns

MARCH 22, 2023

capitalallocators.com) Crypto Does your portfolio have more crypto exposure than you think? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bond market volatility is at GFC-type levels. axios.com) Chasing 'smooth returns' is a fool's errand.

Financial Advising 192

Financial Advising Banking Media Portfolio 192

Abnormal Returns

APRIL 19, 2023

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. Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 182

Financial Advising Startup Banking Media 182

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? Markets What a 'breakaway momentum thrust' means for investors.

Investing 211

Investing Investments Startup Financial Advising 211

Abnormal Returns

AUGUST 1, 2023

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tomtunguz.com) Is there too much capital chasing private debt deals?

Financial Advising 209

Financial Advising Retail Media Economy 209

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) Are you a financial adviser looking for some out-of-the-box thinking? (semafor.com) Money moves so quickly making it hard to combat a bank run. Then check out our weekly e-mail newsletter.

Financial Advising 205

Financial Advising Startup Banking Manufacturing 205

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. 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? (cnbc.com) The banking industry's 'crisis phase' may be over for now.

Financial Advising 193

Financial Advising Startup Banking Manufacturing 193

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media More Americans want to marry some one with the same political views. In fact, just the opposite is true.

Financial Advising 192

Financial Advising Insurance Media Economy 192

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Foxconn continues to shift production out of China to India. shareholder letter.

Financial Advising 187

Financial Advising Retail Media Sales 187

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? 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. (rationalwalk.com) On the danger of getting addicted to 'dry powder.'

Financial Advising 225

Financial Advising Media Government Taxes 225