Abnormal Returns

AUGUST 22, 2023

ft.com) Behavior Longer trading hours are not a good thing for retail traders. (morningstar.com) Private equity Listed private equity performance is nothing special. alphaarchitect.com) An introduction to private credit. papers.ssrn.com) How shopping in the grocery store is different than shopping online.

Investing 130

Investing Investments Retail Management 130

Advisor Perspectives

FEBRUARY 29, 2024

After a decade in the wilderness, value investing roared back to life in 2022, led by long-forsaken sectors such as energy, industrials and even certain retailers. Many portfolios had either intentionally or unintentionally migrated heavily towards “growth at any price” exposures and were caught wrong-footed that year.

Investing 52

Investing Investments Retail Portfolio 52

Calculated Risk

APRIL 9, 2024

During the holiday season, consumer activity was robust but as expected, decelerated in January as retailers reduced their expenditures at the start of the year. However, February marked a resurgence in consumer spending, with retail sales climbing by 0.6%. Asking rents rose slightly by 0.2% increase to $18.98

Retail 61

Retail Sales Investing Investments 61

The Reformed Broker

JULY 19, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?What’s The post Retail investors are buying, institutions are selling appeared first on The Reformed Broker. What’s Priced In? – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix

Retail 130

Retail Advertising Investing Investments 130

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

Investing 59

Investing Investments Retail Banking 59

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Graham’s Life and Career Graham’s early experiences seem to have played a key role in shaping his famously conservative investment philosophy. “Once the Graham-Newman Co.

Investing 52

Investing Investments Valuation Manufacturing 52

Random Roger's Retirement Planning

APRIL 21, 2024

I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. The segment quickly turned a nerd fight over the better mousetrap for retail accessible venture investing. and $105.00.

Investing 51

Investing Investments Retirement Insurance 51

Trade Brains

JANUARY 18, 2023

Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.

Investing 98

Investing Investments Taxes Retail 98

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 93

Investing Investments Retail Assets 93

Trade Brains

APRIL 1, 2023

Best Sectors for Long-term Investment in India: When you are investing in stocks for the long term, the first critical factor to check is the lifespan of the products/services offered by that company. Further, if you want to make good profits from stocks in the long term, then make sure that you are investing in the growing sectors.

Investing 98

Investing Investments Pharmaceutical Retail 98

Abnormal Returns

MARCH 11, 2024

om.co) Why do investment banks love having co-heads of divisions? ft.com) Retail Why retailers aren't talking about theft as much this year. (wsj.com) Microstrategy ($MSTR) keeps buying more Bitcoin. barrons.com) Finance A Reddit IPO is on deck. axios.com) On the end of SVB a year later. npr.org) Is this the future of malls?

Retail 222

Retail Media Banking Assets 222

Abnormal Returns

MARCH 5, 2024

sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! (quantpedia.com) How to use factors to build a crypto portfolio.

Retail 222

Retail Portfolio Investing Investments 222

Advisor Perspectives

MARCH 26, 2024

Ask investors, likely both professional and retail, what individual stock they most readily associated with artificial intelligence (AI).

Retail 94

Retail Investing Investments 94

Good Financial Cents

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Yieldstreet Alternatives.

Assets 93

Assets Investing Investments Accounting 93

Abnormal Returns

MARCH 12, 2024

linkedin.com) Why do private equity firms allow co-investment? mrzepczynski.blogspot.com) How retail investors help drive post-earnings drift. Private equity How has private equity performed outside the U.S.? alphaarchitect.com) On the growing importance of private equity secondary transactions.

Retail 232

Retail Management Investing Investments 232

Discipline Funds

SEPTEMBER 19, 2023

1 But the Defined Duration approach brings this to retail investors in a low cost and accessible manner. We also argue in the paper that this process creates conflicts of interest because the primary way investment managers “beat the market” is by taking more risk. How Does it Work?

Investing 63

Investing Investments Financial Planning Assets 63

Tobias Financial

DECEMBER 22, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Validea

APRIL 15, 2024

Kohl’s Corporation (KSS) : Kohl’s operates as an omnichannel retailer, offering branded apparel, footwear, and accessories through over 1,100 stores and online. USM’s strengths include positive net income and return on assets, substantial operating cash flow, reduced leverage, and improving margins.

Investing 52

Investing Investments Assets License 52

Validea

AUGUST 30, 2022

While its change in status can be attributed to internal issues and a shift in strategy, it’s also an example of how the previous definitions of value have changed, reports an article in Chief Investment Officer. But worthy value investments are out there for those skillful investors who take the time to look.

Investing 59

Investing Investments Retail Economy 59

Advisor Perspectives

JUNE 9, 2023

As traditional sectors, like office and retail, continue to underperform, farmland presents an opportunity for investors seeking capital preservation and downside protection. Despite market headwinds, investors remain bullish on real estate.

Retail 98

Retail Investing Investments Marketing 98

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. semafor.com) More clothes retailers are eliminating free returns. calculatedriskblog.com) Manufacturing investment is booming.

Financial Advising 254

Financial Advising Medical Economy Retail 254

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Why Indexing Works Should You Use an Automated Investment Service?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Abnormal Returns

DECEMBER 12, 2023

elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies. alphaarchitect.com) The results are not great for retail option trading returns. (papers.ssrn.com) Research What does the 'risk matters hypothesis' say?

Portfolio Management 218

Portfolio Management Retail Assets Portfolio 218

The Irrelevant Investor

AUGUST 2, 2022

The post Animal Spirits: Invest in What You Know appeared first on The Irrelevant Investor.

Investing 84

Investing Investments Retail 84

Abnormal Returns

JULY 30, 2023

(capitalgains.thediff.co) Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. ritholtz.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." humbledollar.com) Has sentiment already peaked?

Insurance 217

Insurance Retail Portfolio Investing 217

Abnormal Returns

FEBRUARY 26, 2024

riabiz.com) Alts How to talk to your clients about alternative investments. morningstar.com) Alts managers are gearing up to get in front of retail investors. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference.

Wealth Management 259

Wealth Management Financial Services Retail Insurance 259

Wealth Management

SEPTEMBER 28, 2022

Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.

Retail 103

Retail Investing Investments 103

Abnormal Returns

APRIL 15, 2024

mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. calculatedriskblog.com) Real retail spending is trending higher. Strategy Even the best investors make big mistakes. bestinterest.blog) Big winners require patience. ft.com) Goldman Sachs ($GS) traders had a good Q1 2024.

Financial Advising 174

Financial Advising Risk Management Media Retail 174

Good Financial Cents

FEBRUARY 24, 2023

With most investing apps now offering commission-free trading, online brokers must find more creative ways to stand out. Webull , on the other hand, tries to place the focus on the customer by offering free stocks , fractional share investing, a user-friendly trading platform, extended hours trading, and 24/7 support.

Investing 95

Investing Investments Commission Accounting 95

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. axios.com) The long and winding road to a Reddit IPO.

Financial Advising 270

Financial Advising Valuation Retail Media 270

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' theideafarm.beehiiv.com) Nick's favorite investment writing from 2023 including 'The Myth of the Broke Millennial' by Jean M.

Financial Advising 225

Financial Advising Retail Media Economy 225

Fortune Financial

APRIL 22, 2023

“Many prefer to invest in a high-growth industry, where there’s a lot of sound and fury. I prefer to invest in a low-growth industry like plastic knives and forks, but only if I can’t find a no-growth industry like funerals. This gives you the leeway to continue to grow [and] to gain market share[.]”

Retail 52

Retail Sales Financial Advisor Economics 52

Wealth Management

OCTOBER 18, 2022

Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.

Retail 126

Retail Investing Investments Management 126

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) Global The pullback from investing in China is clearly visible. (morningstar.com) What investors get wrong about the 'Yale Model.' capitalallocators.com) How much should a fund manager hold in their own strategy?

Financial Advising 253

Financial Advising Retail Numbers Media 253

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? papers.ssrn.com) How equity market neutral investing works. papers.ssrn.com) Why do individual investors converge on the same stocks? papers.ssrn.com) Companies What is organizational capital and how does it affect returns?

Retail 219

Retail Media Numbers Portfolio 219