Nerd's Eye View

JULY 14, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors (..)

Financial Planner 216

Financial Planner Compliance Media Retirement Planning 216

Abnormal Returns

OCTOBER 27, 2023

corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. I know it can be tough to believe that, with all the doom and gloom you see in the media, but the numbers speak for themselves."

Media 236

Media Financial Advising Economy Numbers 236

Abnormal Returns

APRIL 3, 2024

bloomberg.com) How immigration is affecting the jobs numbers. newsletter.abnormalreturns.com) Mixed media Tips on how to break your dependence on your phone including 'changing your lock screen.' (theringer.com) Economy How well does consumer sentiment correlate with the real economy? Then check out our weekly e-mail newsletter.

Financial Advising 226

Financial Advising Economy Media Economics 226

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? caia.org) How the number of funds a manger handles affects performance. 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? papers.ssrn.com)

Retail 223

Retail Media Numbers Portfolio 223

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) A record number of apartments are under construction. newsletter.abnormalreturns.com) Mixed media Why Jimmy Buffett's music resonated with so many people. (morningstar.com) What investors get wrong about the 'Yale Model.'

Financial Advising 257

Financial Advising Retail Numbers Media 257

Abnormal Returns

JANUARY 18, 2024

semafor.com) In 2023 France had the fewest number of births since World War II. calculatedriskblog.com) Mixed media Content creators consistently bend to the algorithm. (ft.com) Global The countries that first started raising interest rates are now cutting. economist.com) The German economy is stuck in the mud. artofmanliness.com)

Financial Advising 216

Financial Advising Economy Media Numbers 216

Abnormal Returns

JANUARY 31, 2024

wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? newsletter.abnormalreturns.com) Mixed media Shrinking family sizes are going to change our experience of aging. (vox.com) Elon Musk and Tesla ($TSLA) have a pay problem as a Delaware judge strikes down an earlier agreement.

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

AUGUST 30, 2023

ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. newsletter.abnormalreturns.com) Mixed media AI raises so many intellectual property issues. Strategy Why the low interest rate era has come to an end. ft.com) Generating alpha is more than just stock selection. Then check out our weekly e-mail newsletter.

Financial Advising 204

Financial Advising Media Economy Numbers 204

Abnormal Returns

JANUARY 30, 2024

apricitas.io) The November Case-Shiller numbers showed a 5.1% newsletter.abnormalreturns.com) Mixed media Higher hoods significantly increase pedestrian deaths. (ft.com) The Graystone Bitcoin Trust ($GBTC) is down to a ~36% market share. theblock.co) Economy Why the U.S. economy outperformed expectations in 2023.

Pharmaceutical 205

Pharmaceutical Financial Advising Economy Media 205

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” newsletter.abnormalreturns.com) Mixed media How poinsettias became a big holiday business. nytimes.com) How to get free online access to the updated version of "Poor Charlie's Almanack." unemployment rate.

Financial Advising 245

Financial Advising Media Economy Economics 245

Abnormal Returns

JANUARY 14, 2024

washingtonpost.com) The number of American centenarians is set to quadruple. newsletter.abnormalreturns.com) Mixed media Why creators are inevitably attracted to platforms. (washingtonpost.com) Measuring economic inequality is harder than it looks. pewresearch.org) Who get theirs rough roads repaved?

Financial Advising 249

Financial Advising Engineering Food Economics 249

The Big Picture

SEPTEMBER 22, 2022

The actual data had some very interesting highlights, including some ginormous numbers: -Global Wealth: $463.6 The 5-year outlook is global wealth will increase by $169 trillion by 2026; by 2024, global wealth per adult should pass $100,000 and the number of millionaires will exceed 87 million individuals over the next five years.

Distribution 324

Distribution Numbers Media Investing 324

Abnormal Returns

MARCH 15, 2023

rationalwalk.com) Media Disney ($DIS) has some big strategic decisions to make. on.ft.com) Free streaming numbers are moving up and to the right. nytimes.com) There's little doubt that social media played a role in the downfall of SVB. (wsj.com) The bond market reversal caught a lot of managed futures funds offsides.

Financial Advising 205

Financial Advising Media Risk Management Banking 205

Abnormal Returns

OCTOBER 3, 2023

theguardian.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." newsletter.abnormalreturns.com) Mixed media Traffic to online news sites from social media have plunged. (ofdollarsanddata.com) Michael Lewis Some questions about Michael Lewis' relationship with SBF. getflack.com)

Startup 182

Startup Financial Advising Media Retail 182

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. With all of this "supporting material" taken from the original video, an advisor can make the most out of 1 recorded video.

Marketing 156

Marketing Marketing Engineering Media 156

Abnormal Returns

APRIL 13, 2024

theconversation.com) The number of solar power sites using sheep to graze the grass are on the rise. theathletic.com) Why Liberty Media's purchase of MotoGP makes business sense. abnormalreturns.com) Some interesting developments in the financial media space. (theverge.com) Energy We need a bigger, better grid.

Media 195

Media Financial Advising Food Education 195

Abnormal Returns

NOVEMBER 6, 2023

econbrowser.com) Global economic growth numbers don't tell us much. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat. (wsj.com) It's been a long time coming. abnormalreturns.com) Economy The quits rate is falling from historic highs. wsj.com) How Q4 GDP is shaping up.

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

SEPTEMBER 21, 2023

axios.com) How Airbnb ($ABNB) has cut down on the number of prohibited parties. newsletter.abnormalreturns.com) Mixed media A real-world example of how AI can disrupt traditional search. (daringfireball.net) What's new in iOS 17. arstechnica.com) Airbnb How Airbnb ($ABNB) is trying to improve the user experience.

Financial Advising 279

Financial Advising Media Economy Numbers 279

Abnormal Returns

JANUARY 23, 2024

hottakes.space) Housing There are a record number of office-to-apartment conversions in the pipeline. newsletter.abnormalreturns.com) Mixed media Don't be so quick to envy the super-successful. (cnbc.com) Remote work The best managers know how to handle hybrid work. drorpoleg.com) Despite ample pushback, remote work won.

Financial Advising 147

Financial Advising Media Numbers Management 147

Abnormal Returns

DECEMBER 29, 2023

wsj.com) Manatee numbers in Florida are stabilizing. statnews.com) Media In praise of Pluto as a cable substitute. newsletter.abnormalreturns.com) Mixed media It should be as easy to cancel an online subscription than it is to sign up for it. (arstechnica.com) Energy 40% of U.S. electricity production is now emissions-free.

Food 201

Food Financial Advising Media Numbers 201

Abnormal Returns

DECEMBER 16, 2023

apnews.com) Travel There is a growing number of hotel brands. slate.com) Chronic fatigue A better estimate of the number of people with chronic fatigue syndrome in the U.S. sportico.com) Entertainment Social media is devouring stand up comedy. newsletter.abnormalreturns.com) Mixed media Ryan Holiday, "Life is about tradeoffs.

Math 238

Math Electronics Financial Advising Media 238

Abnormal Returns

NOVEMBER 14, 2023

behaviouralinvestment.com) The best business books of 2023, including "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall" by Zeke Faux. newsletter.abnormalreturns.com) Mixed media ExxonMobil ($XOM) wants in on the lithium business. Markets The S&P 500 is set to go from oversold to overbought in a rapid period of time.

Financial Advising 206

Financial Advising Advertising Media Economy 206

Abnormal Returns

APRIL 20, 2024

marginalrevolution.com) A record number of drugs are facing shortages in the U.S. readtrung.com) Media States are tripping over themselves to provide tax credits to film production. newsletter.abnormalreturns.com) Mixed media How to deal with information FOMO. npr.org) You can thank the DEA for the national Adderall shortage.

Food 166

Food Financial Advising Media Transportation 166

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. newsletter.abnormalreturns.com) Mixed media Kevin Kelly, "Don't be the best, be the only." (capitalspectator.com) Crypto Promises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC).

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. humbledollar.com) Why it's hard for outsiders to know what's going on inside a company.

Financial Advising 218

Financial Advising Economics Insurance Media 218

Abnormal Returns

JANUARY 22, 2023

labor market seems, by some measures, quite strong, and yet the tech and media industries are bleeding." msn.com) Big ech industry layoffs grab the headlines but it is not translating into the broader unemployment numbers. newsletter.abnormalreturns.com) Mixed media The number of new podcasts plunged in 2022.

Financial Advising 130

Financial Advising Media Numbers Economy 130

Abnormal Returns

MAY 21, 2023

newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com)

Financial Advising 187

Financial Advising Startup Taxes Financial Services 187

Abnormal Returns

NOVEMBER 5, 2023

theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." newsletter.abnormalreturns.com) Mixed media A list of investors who put cash into Elon Musk's purchase of Twitter. compounderspod.substack.com) Crypto Why the jury in the SBF case came so quickly to a verdict.

Assets 210

Assets Financial Advising Healthcare Economy 210

Abnormal Returns

DECEMBER 31, 2023

marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. newsletter.abnormalreturns.com) Mixed media Alcohol use disorder is widely undertreated. (huffpost.com) Do LAPD's helicopters actually accomplish anything? newyorker.com) Good news on the immigration front. mentalfloss.com)

Financial Advising 227

Financial Advising Medical Economy Economics 227

Abnormal Returns

AUGUST 27, 2023

city-journal.org) The number of nursing homes was in decline even before the pandemic. newsletter.abnormalreturns.com) Mixed media Professional sports franchises are no longer really valued on their cash flows. (wsj.com) Why companies are asking for ever increasing consumer feedback. wsj.com) How much can the U.S. newrepublic.com)

Financial Advising 197

Financial Advising Taxes Media Economy 197

Abnormal Returns

OCTOBER 24, 2023

blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." newsletter.abnormalreturns.com) Mixed media Why Elon Musk hates Wikipedia. (monevator.com) Crypto Blackrock ($BLK) is all ready to go with a spot Bitcoin ETF. etf.com) Grayscale is teaming up with FTSE Russell on crypto indices.

Financial Advising 230

Financial Advising Economy Media Numbers 230

Abnormal Returns

DECEMBER 3, 2023

downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. Sometimes to the best policy a policymaker can pursue is no policy at all." axios.com) Q4 GDP is tracking around 1%. seths.blog)

Asset Allocation 210

Asset Allocation Financial Advising Startup Economy 210

Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

Financial Planner 194

Financial Planner Financial Services Electronics Compliance 194

Abnormal Returns

MARCH 30, 2024

nytimes.com) How financial incentives are driving the rising number of bee colonies. newsletter.abnormalreturns.com) Mixed media The four-day workweek is already here with many workers staying home on Fridays. (theguardian.com) Why you need to exercise your toes. npr.org) 'Functional drinks' are taking up increasing shelf space.

Pharmaceutical 252

Pharmaceutical Education Financial Advising Advertising 252

Abnormal Returns

JANUARY 13, 2024

Transport Electric school buses have a number of advantages. newsletter.abnormalreturns.com) Mixed media The increasing number of satellites are messing with Earth-based astronomy. grist.org) Waymo is beginning to test self-driving taxis on the highway. forbes.com) Comparing the cost of charging an EV vs. gasoline.

Food 245

Food Financial Advising Transportation Engineering 245

Nerd's Eye View

SEPTEMBER 22, 2023

The group argued that this change would help more small firms, which tend not to have the same staffing and resources compared to their larger counterparts, as the SEC contemplates a growing number of new and amended rules.

Financial Planner 200

Financial Planner Clients Taxes Numbers 200

Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%.

Financial Advisor 230

Financial Advisor Numbers Budgeting Financial Planning 230