Abnormal Returns

MARCH 3, 2024

(abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? morningstar.com) Every investing fad eventually ends. awealthofcommonsense.com) Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' What is Europe's alternative?

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Advisor Perspectives

AUGUST 22, 2023

ETFs have become a popular investment vehicle among many investors and continue to grow in adoption, and so what we’re seeing is that more and more investors are incorporating ETFs into their own portfolios in some way or another.

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Advisor Perspectives

JUNE 13, 2023

As a result, many are looking to capitalize on this trend by investing in ETFs that focus on AI companies. In this article, we will cover the top 5 ETFs to consider when investing in this sector based on their YTD performance.

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Abnormal Returns

MARCH 15, 2024

Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment.

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Abnormal Returns

APRIL 7, 2024

(capitalspectator.com) How to choose among total stock market ETFs. aqr.com) On the benefits of keeping an investment journal. humbledollar.com) Hyundai and Kia are crushing it in the U.S. radreads.co) Luck matters a lot when it comes to generational home buying.

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Advisor Perspectives

MAY 9, 2023

For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debated the long-term investing case for gold ETFs. Have the yellow metal’s fundamentals fundamentally changed?

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Advisor Perspectives

JUNE 5, 2023

The AI Powered Equity ETF (AIEQ) has garnered attention recently, but not for positive reasons. Despite using artificial intelligence to make investment decisions, the ETF has struggled to perform well, with a disappointing one-year return of -13.92%.

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Abnormal Returns

JANUARY 7, 2024

awealthofcommonsense.com) It takes time to develop your investing principles. microcapclub.com) Bitcoin ETFs How much in assets will spot Bitcoin ETFs gather? axios.com) A Bitcoin ETF is just another way to speculate. npr.org) The case for Invest America Accounts. wsj.com) U.S.

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Abnormal Returns

JANUARY 17, 2024

Crypto Vanguard's decision to ban the purchase of Bitcoin ETFs should not be all that surprising. riabiz.com) How Bitcoin ETFs are akin to gold ETFs a couple decades ago. peterlazaroff.com) Is the spot Bitcoin ETF the beginning of something? caia.org) Drizly Uber ($UBER) is shutting down Drizly.

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Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

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Abnormal Returns

FEBRUARY 27, 2024

(biopharmadive.com) Strategy What happens when you invest right before a bear market? awealthofcommonsense.com) The case for, but mostly against, dividend-focused ETFs. newsletter.rationalwalk.com) Crypto The successful launch of spot Bitcoin ETFs means people are looking to other cryptocurrencies.

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Abnormal Returns

MARCH 13, 2024

wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. semafor.com) 18% of DFA's AUM is now in ETFs. Crypto Travis Kling, "The evidence for the rise of Financial Nihilism is all around us." epsilontheory.com) How much is Bitcoin worth? Nobody really knows.

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Advisor Perspectives

JUNE 27, 2023

In this article, we will delve deeper into some of the top-performing Japan ETFs, analyzing their YTD performance. We will also discuss whether advisors and investors should consider investing in them.

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Abnormal Returns

JANUARY 9, 2024

axios.com) ETFs The pace of ETF closures picked up in 2023. morningstar.com) Everyone is just waiting for the final approval of spot Bitcoin ETFs. etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. wsj.com) Dating apps are upping their subscription efforts.

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Financial Advising Media Economy Economics 239

Abnormal Returns

NOVEMBER 5, 2023

Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." wsj.com) Traders are buying the dip in the iShares 20+ Year Treasury Bond ETF ($TLT). morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' wsj.com) Bonds are now competition for stocks.

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Advisor Perspectives

SEPTEMBER 16, 2023

Some investment trends seem obvious — people are watching more streaming movies, consumers like shopping online, and more people are buying electric cars. So why don’t these ETFs always work?

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Abnormal Returns

FEBRUARY 4, 2024

(downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? blairbellecurve.com) Why investors are pulling money from TIPS ETFs. ofdollarsanddata.com) Why the vast majority of investors should avoid alternatives. humbledollar.com) Are you doing these seven things that represent 'real financial planning'?

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Advisor Perspectives

JUNE 8, 2023

Real estate ETFs have become a popular investment option for investors who want to gain exposure to the real estate market without owning physical properties. However, with some experts predicting a real estate recession, advisors may be wondering if such funds remain a good option.

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The Big Picture

APRIL 5, 2024

Be sure to check out our Masters in Business next week with Samara Cohen , Chief Investment Officer of the ETF and Index Investments (EII) roughly $6.6 trillion of BlackRock’s index funds and iShares ETFs. All of our earlier podcasts on your favorite pod hosts can be found here.

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Wealth Management

JULY 27, 2022

ERShares' Dr. Joel Shulman discusses ETF investment options for the modern investor.

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Abnormal Returns

JANUARY 28, 2024

wsj.com) Bitcoin Will Charles Schwab ($SCHW) eventually launch its own spot Bitcoin ETF? riabiz.com) The ETF industry keeps pushing the boundaries, now Bitcoin. theetfeducator.com) Does the Bitcoin ETF have any broader meaning for finance? abnormalreturns.com) An example where investing out of spite doesn't work out.

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Marketing Marketing Financial Advising Economy 223

Abnormal Returns

FEBRUARY 7, 2024

(albertbridgecapital.com) Some classic investing lessons from Ed Thorp. apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. ft.com) ETFs are the future of active strategies.

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Financial Advising Media Retirement Assets 208

Abnormal Returns

JANUARY 11, 2024

semafor.com) Crypto How to choose among the many spot Bitcoin ETFs. morningstar.com) How long can Grayscale hold out against the Bitcoin ETF fee war? riabiz.com) Vanguard is not going to allow customers to purchase of spot Bitcoin ETFs. theblock.co) Why an spot Ethereum ETF could be next up for approval.

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Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. bloomberg.com) ETFs ETFs continue to generate interest among advisers. theideafarm.beehiiv.com) Nick's favorite investment writing from 2023 including 'The Myth of the Broke Millennial' by Jean M. morningstar.com) Finance $4 trillion of 'dry powder' for PE.

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Financial Advising Retail Media Economy 244

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! (allstarcharts.com) Congratulations, goldbugs. seeitmarket.com) Strategy Being right is more important than being first.

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Abnormal Returns

MARCH 28, 2024

pionline.com) BlackRock’s iShares Bitcoin ETF ($IBIT) now holds over 250,000 Bitcoin. theblock.co) Companies Amazon ($AMZN) is investing another $2.75 Fund management Target date funds held some $3.5 trillion in assets though 2023. billion Anthropic. cnbc.com) Trump Media ($DJT) is the new meme stock.

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Food Financial Advising Media Communication 273

Advisor Perspectives

JUNE 2, 2023

Artificial intelligence (AI) has revolutionized how we live and work, and it is now poised to transform the investing world. As technology continues to evolve and mature, investors are increasingly turning to AI-focused ETFs to gain exposure to this dynamic and rapidly growing sector.

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Abnormal Returns

JANUARY 31, 2024

Inflation Why investors are pulling money from TIPS ETFs. 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. ft.com) Is there an ideal level of inflation? axios.com) The Baltimore Orioles are reportedly changing hands.

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Financial Advising Media Economy Economics 230

Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. finance.yahoo.com) Target-date bond ETFs How target-date bond ETFs work. etf.com) Higher interest rates put target-date bond ETFs back in the spotlight. (tker.co) By these measures, small cap stocks are cheap.

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Financial Advising Media Economy Economics 229

Abnormal Returns

JANUARY 2, 2024

bpsandpieces.com) Five ETF-related research papers from 2023 worth a look including 'Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness.' (alphaarchitect.com) A round-up of recent research papers including 'We’re Not So Different, High Yield Bonds and Leveraged Loans.' etf.com)

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Abnormal Returns

APRIL 12, 2024

and chief investment officer of the firm's ETF & Index Investments (ritholtz.com) Richard and Simon talkt relative and absolute momentum with Gary Antonacci. (joincolossus.com) Rick Rubin talks with Chris Dixon author of "Read Write Own."

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Abnormal Returns

MARCH 8, 2024

Strategy What's the investment case for gold? awealthofcommonsense.com) Investing is uncertainty. fortunesandfrictions.com) Drawdowns are the price of investing. ft.com) Launching a new ETF? abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! Pick your poison. Better have a catchy ticker.

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Advisor Perspectives

JULY 3, 2023

As a result of these technological advancements in finance, fintech ETFs have emerged as a popular investment vehicle, offering exposure to a range of disruptive companies that are making waves in the financial industry.

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Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

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Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' ft.com) ETFs A spot Bitcoin ETF is a nothing burger. ft.com) Four lessons from the Jim Cramer ETFs. investmenttalk.co) The story of a top investor's mistake holding a stock too long. year-over-year.

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Abnormal Returns

AUGUST 22, 2023

wsj.com) ETFs The ETF industry is littered with one-hit wonders. msn.com) The Long Cramer Tracker ETF ($LJIM) is closing its doors. investmentnews.com) GMO is filing for its first ETF. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. etf.com) Global The UK pound is off its lows.

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Financial Advising Valuation Retail Media 228

Advisor Perspectives

JUNE 24, 2023

This article will explore the expense ratios and YTD returns of four ETFs investing in AI with some of the lowest fees in the market. By comparing these key metrics, investors can evaluate which ETF may be the most cost-effective option for gaining exposure to the AI industry.

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