Abnormal Returns

JANUARY 16, 2024

awealthofcommonsense.com) How to identify an investor who has gotten too attached to a stock. Markets Where are real interest rates going to settle? mrzepczynski.blogspot.com) Domestic equities are expensive relative to international equities. apolloacademy.com) Strategy Stocks usually beat bonds and cash, but not all the time.

Financial Advising 220

Financial Advising Economy Media Marketing 220

Abnormal Returns

JANUARY 9, 2024

etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. brookings.edu) Pandemic-related distortions are now out of inflation measures. (morningstar.com) Everyone is just waiting for the final approval of spot Bitcoin ETFs. wsj.com) Dating apps are upping their subscription efforts.

Financial Advising 221

Financial Advising Media Economy Economics 221

The Big Picture

AUGUST 19, 2022

But rational people can reasonably disagree on anything market-related — after all, someone has to be on the other side of your trade. The market doesn’t “know” anything; it is an inanimate collection of investors, a disparate crowd with differing views putting its capital at risk to generate a return. James Mackintosh.

Marketing 315

Marketing Marketing Risk Tolerance Economy 315

The Big Picture

JULY 21, 2022

. • A Warren Buffett Protégée Strikes Out on Her Own : Tracy Britt Cool spent a decade working closely with the renowned investor. Institutional Investor ). Good Losses, Bad Losses: All Losses Are Not Created Equal : Investors must look past simple measures of profits to understand a business’s true ability to create value. .

Recruitment 268

Recruitment Engineering Management Investing 268

Abnormal Returns

DECEMBER 13, 2022

papers.ssrn.com) Historical data show that investors hate inflation. (nber.org) Is the small cap effect a function of easy monetary policy? alphaarchitect.com) Equal-weighted portfolios are a bet on the size effect. alphaarchitect.com) Deleveraging firms are relatively easy to identify. papers.ssrn.com).

Valuation 218

Valuation Portfolio Management 218

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

Financial Planner 212

Financial Planner Retirement Retirement Planning Advertising 212

Abnormal Returns

MAY 8, 2023

axios.com) Strategy Investor sentiment is out of whack with reality. wsj.com) Anything construction-related is booming. Markets Small cap stocks have given up their relative gains over the past few years. allstarcharts.com) One-year out S&P 500 earning estimates have stopped going down.

Financial Advising 182

Financial Advising Startup Retail Media 182

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 211

Financial Planner Healthcare Investment Planning Clients 211

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 195

Financial Planner Asset Allocation Clients Risk Management 195

Mish Talk

NOVEMBER 8, 2022

The deal signals a power shift in the crypto world, which has been decimated by rising interest rates and investors’ retreat from risk. Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance. Ethereum is down about 15 percent on the day after an initial rally of 9.8

Valuation 247

Valuation Assets Marketing Marketing 247

Advisor Perspectives

APRIL 23, 2024

Corruption has costs, and in this age of conflict with rising tensions in the Middle East, Russia, Ukraine and elsewhere, investors are faced with a daunting landscape while US markets are near highs. Should investors ride the momentum or transition and rotate to sectors that represent greater value and higher forward expected returns?

Investing 59

Investing Investments Accounting Marketing 59

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 236

Valuation Economics Portfolio Investing 236

The Big Picture

APRIL 7, 2024

He has been ranked as #1 in economics by Institutional Investor poll of investors 43 consecutive times. So They Just Tested a Way to Deflect the Sun. As humans continue to burn fossil fuels and pump increasing amounts of carbon dioxide into the atmosphere, the goal of holding global warming to a relatively safe level, 1.5

Economics 154

Economics Media Government Banking 154

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 196

Financial Planner Numbers Clients Wealth Management 196

Wealth Management

NOVEMBER 28, 2023

Sassi Mizrahi was sentenced to more than seven years in prison after being found guilty of five counts of wire fraud related to helping his brother defraud at least 40 investors, according to the Justice Department.

103

103

The Big Picture

NOVEMBER 17, 2022

This raises the obvious question as to what increasing FOMC rates are going to do to fix the 40% that is supply-chain-related problems. To paraphrase Ray Dalio, it is the role of the investor to see embrace reality and deal with it as it is. The honest answer: “ Nothing, we are aiming at the 60% that is the goods demand side.”.

Medicine 363

Medicine Economics Medical Economy 363

The Big Picture

JUNE 29, 2023

One of the most important aspects of becoming a good investor is creating a model of the world around you. I love this example: A run-of-the-mill restaurant regulation that is relatively modest in its reach gets blown up by the outrage manufacturing industry into something not remotely related to reality. This is not easy.

Investing 315

Investing Investments Manufacturing Accounting 315

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 186

Assets Clients Portfolio Asset Allocation 186

Advisor Perspectives

APRIL 12, 2024

Fueled in part by expectations that the Federal Reserve will lower interest rates this year — or at the very least, won’t hike anymore — preferred stocks and related ETFs are delivering solid showings for income investors.

52

52

The Irrelevant Investor

SEPTEMBER 19, 2022

The post It’s All Relative appeared first on The Irrelevant Investor. Your response will depend on reality exceeding or falling short of expectations. How did you like it relative to how you thought you would like it? One of my colleagues told me he enjoyed the new Jurassic Park movie and I absolutely could not believe it.

139

139

The Big Picture

APRIL 24, 2023

Good investors understand that bear markets and volatility are part of where returns come from; these long-term investors have learned that riding them out is their highest probability approach. Its most dominant feature is the increasing willingness of investors to pay more and more for a dollar of earnings.

Economics 291

Economics Valuation Portfolio Marketing 291

Abnormal Returns

OCTOBER 28, 2022

ft.com) Why TIPS failed just when investor needed them the most. Bonds The bond market is setting all sorts of historical records this year. morningstar.com) Twitter Elon Musk tried to wriggle out of it, but he is now the proud owner of Twitter. axios.com) Twitter's time as a public company was a relative disappointment for shareholders.

Economy 130

Economy Financial Advising Media Banking 130

Alpha Architect

AUGUST 19, 2022

Relative sentiment is an indicator that measures the positions, flows, and attitudes of institutional investors compared to those of individual investors–where institutions typically consist of large asset managers, insurance companies, pension funds, and endowments. Is Relative Sentiment an Anomaly?

Assets 106

Assets Insurance Management Asset Allocation 106

The Big Picture

JULY 21, 2023

Wall Street Journal ) • Market Resilience or Investors In Denial? I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis. Her Invention Blew Up.

Engineering 239

Engineering Valuation Communication Media 239

Abnormal Returns

NOVEMBER 3, 2022

wsj.com) The Ark Venture fund is offering investors access to the private Twitter. theatlantic.com) Parents relate much more to other parents. (wsj.com) More tech companies are engaging in layoffs including Lyft ($LYFT). wsj.com) Finance On the end of the SPAC boom. morningstar.com) How signaling happens in the options market.

Financial Advising 208

Financial Advising Media Banking Economy 208

The Big Picture

AUGUST 8, 2023

percent annually since the global financial crisis in 2008 ( Institutional Investor ) see also The Risks Hidden in Public Pension Funds : Attracted by promises of high returns, many public pension funds have been loading up on private equity but may not fully appreciate the dangers, our columnist says. ( And I’m not a journalist.

Economy 244

Economy Financial Advisor Investing Investments 244

Abnormal Returns

OCTOBER 11, 2022

moontowermeta.com) Are retail investors to blame for stock market seasonality? Retail Kris Abdelmessih, "Options trading is high margin for the brokerage. A mirror of what it looks like for the client." papers.ssrn.com) Behavior More information makes us overconfident. marketwatch.com) People invest more after getting broadband access.

Retail 130

Retail Investing Investments Clients 130

Wealth Management

MAY 16, 2023

Commercial Observer looked at politicians who are trying to play a role in setting policies related to commercial real estate. These are among the must reads for real estate investors today. Office owners have started to unload distressed buildings at discounted prices, reported The Wall Street Journal.

98

98

Abnormal Returns

OCTOBER 7, 2023

npr.org) How sand dunes can protect related areas. vox.com) Gun-related deaths are on the rise for American children. nytimes.com) Media Investors can now buy a stake in the soundtrack from the movie 'Shrek.' (nytimes.com) Carbon price initiatives are on the rise across the globe.

Certification 223

Certification Financial Advising Media Transportation 223

Fortune Financial

OCTOBER 31, 2023

While it makes sense in theory, – all else equal, if bonds are offering anemic yields then investors would bid up stock prices as they are comparatively cheap relative to bonds, – the reality is actually quite different. if you use a forward earnings yield, or ~5% if you use a trailing earnings yield.

Government 78

Government Valuation Financial Advisor Accounting 78

The Big Picture

MAY 5, 2023

Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance. He credits roughly 12 decisions. If anything, the current richness of US equities may point to prospective underperformance. (

Startup 359

Startup Wealth Management Assets Valuation 359

Andrew Thrasher

JULY 5, 2023

Typically, smaller capitalized stock show outsized returns when the broad market is rallying as investors take Continue reading One Explanation For The Lackluster Performance in Small Caps → One of the big questions of 2023 has been why small cap stocks have performed so poorly relative to the rest of the market.

Marketing 90

Marketing Marketing 90

The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Institutional Investor ). Institutional Investor ). Bloomberg ). Wall Street Journal ). •

Asset Allocation 143

Asset Allocation Media Management Portfolio 143

The Irrelevant Investor

AUGUST 16, 2023

Most investors allocate most of their portfolio to the two largest asset classes in the world; stocks and bonds. The post Stocks Versus Bonds appeared first on The Irrelevant Investor. Both 10 and 30-year treasuries are at the highest interest rates they’ve been at in over a decade.

Portfolio 79

Portfolio Assets Marketing Marketing 79

Nerd's Eye View

NOVEMBER 10, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance. Read More.

Financial Planner 164

Financial Planner Commission Numbers Portfolio 164

Alpha Architect

MARCH 22, 2024

In fact, it’s been called the only free lunch in investing.

Portfolio 98

Portfolio Investing Investments 98

Alpha Architect

DECEMBER 2, 2022

Since it is likely that both the Relative Sentiment and Trend Following strategies will underperform at some points in the future, “a 50-50 combination of TF and RS might reduce the emotional volatility an investor may experience from holding only the underperforming strategy.”. <strong>Trend

87

87