Abnormal Returns

AUGUST 8, 2023

(mrzepczynski.blogspot.com) C-suite How the stock ownership of medical device company CEOs affects recalls. papers.ssrn.com) Global Why global equity market correlations are on the rise. papers.ssrn.com) Target date funds hold more in international stocks than the average investor.

Marketing 232

Marketing Marketing Medical Economics 232

The Big Picture

DECEMBER 12, 2022

RWM is a discretionary RIA, which primarily invests in stocks and bonds via ETFs, Mutual Funds, and Direct Indexing. Typically, we do not allocate to illiquid alternatives, unless a client is specifically interested in them. In the stock market, its anyone with a portfolio or 401k/IRA or trading account.

Accounting 290

Accounting Commission Investing Investments 290

Abnormal Returns

JANUARY 9, 2024

Markets The periodic table of commodity returns over the past decade. entrylevel.topdowncharts.com) Alternatives Are private equity firms finally going to ramp up their exits via IPO? institutionalinvestor.com) Carta is getting out of the secondary stock trading business.

Financial Advising 227

Financial Advising Media Economy Economics 227

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. Read More.

Valuation 205

Valuation Retirement Economics Financial Advisor 205

Abnormal Returns

FEBRUARY 21, 2024

Markets The list of Europe's biggest stocks are filled with pharma companies. downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run. finance.yahoo.com) Can you get busted for trading a rival's stock? euronews.com) Hedge funds have been underweight the Magnificent Seven.

Financial Advising 225

Financial Advising Distribution Retail Media 225

Abnormal Returns

DECEMBER 15, 2023

disciplinefunds.com) Why the stock and bond markets are actually in disagreement. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

Startup 224

Startup License Financial Advising Media 224

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. TARA: There Are Reasonable Alternative. CINDY: Credit Is Now Delivering Yield.

Management 223

Management Investing Investments Portfolio Management 223

Abnormal Returns

JANUARY 28, 2024

tker.co) Why the vast majority of investors should avoid alternatives. humbledollar.com) What happens when you stop focusing on the stock market. abnormalreturns.com) An example where investing out of spite doesn't work out. Strategy Stop obsessing about the Fed's next move. Then check out our weekly e-mail newsletter.

Marketing 214

Marketing Marketing Financial Advising Economy 214

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. awealthofcommonsense.com) Finance Is the worst over for the venture capital market? wsj.com) There is no Social Security trust fund to invest. wired.com)

Financial Advising 211

Financial Advising Economy Taxes Media 211

Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. realreturns.blog) The stock market is almost always in a drawdown. rogersplanning.blogspot.com) How to avoid investment complexity. Also on the site Do you wonder why everything looks the same these days?

Asset Allocation 173

Asset Allocation Assets Economics Portfolio 173

Dear Mr. Market

MARCH 17, 2024

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.

Investing 105

Investing Investments Portfolio Assets 105

Abnormal Returns

FEBRUARY 14, 2024

Strategy Alternatives managers want in on the defined contribution space. ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback. abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) It may take some time, but markets eventually work.

Economics 153

Economics Financial Advising Insurance Media 153

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Why have energy stocks and oil prices diverged? compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously." wired.com).

Startup 199

Startup Marketing Marketing Financial Advising 199

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? But, what exactly are Alternative Investment Funds and how does the taxation works in such funds. Types of Alternative Investment Funds (AIF)?

Taxes 64

Taxes Investing Investments Retail 64

The Big Picture

SEPTEMBER 3, 2022

NYSE is the world’s largest stock exchange, with 2,400 listed companies and a combined market cap of ~$36 trillion dollars. We also discuss how the NYSE has been behind such innovations as SPACs and Direct Listings as alternative ways for companies to go public. She began her career at IBM in its Global Services.

Wealth Management 303

Wealth Management Accounting Banking Management 303

The Big Picture

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. before most market participants had considered those kinds of assets.

Management 245

Management Portfolio Management Portfolio Assets 245

Abnormal Returns

AUGUST 16, 2023

Rates If Fed funds top out at 5.5%, what does that mean for the bond market? capitalspectator.com) Strategy The stock market goes up (mainly) over time. tker.co) How to invest if you have a really long time horizon. klementoninvesting.substack.com) The stock market is never, not risky.

Financial Advising 130

Financial Advising Startup Economy Media 130

Wealth Management

APRIL 28, 2023

Portfolio construction in uncertain markets needs to include non-U.S. stocks, securitized debt, liquid and illiquid alternatives, according to speakers at the Morningstar Investment Conference.

Portfolio 93

Portfolio Investing Investments Marketing 93

Random Roger's Retirement Planning

APRIL 22, 2024

We look at a lot of alternative funds here. Client/personal holding BTAL should have a negative correlation to equities most of the time and go up more often than not when stocks go down. In terms of trying to set an expectation, it says to "use for liquid alternative investment; long and short investment."

Portfolio 81

Portfolio Asset Allocation Assets Management 81

Random Roger's Retirement Planning

MARCH 20, 2024

There are some good ideas here, some of which we've covered before like no way of knowing what segment of the market will be the best performer, this pertains to individual holdings too, that REITs aren't great diversifiers but there is absolutely a place for the attributes of higher yield and lower beta and she also touched on alternatives.

Portfolio 69

Portfolio Taxes Clients Marketing 69

The Big Picture

SEPTEMBER 5, 2022

A Job Market Anomaly Begins to Correct : After diverging for awhile, business and household surveys of employment are headed in the same direction again: Up. The Stock Market’s Real Inflation Fighters Might Surprise You The conventional wisdom says now’s the time to invest in companies that have pricing power.

Marketing 287

Marketing Marketing Investing Investments 287

Random Roger's Retirement Planning

MARCH 29, 2024

RSSB is 100% global stocks and 100% US bonds. A 50% weighting would equal (there's some nuance here to learn about but this is close enough for today's post) putting 50% into stocks and 50% in bonds but with RSSB only 50% of the dollars would be exposed to risk assets. Return Stacked currently has three funds. Looking at RSSB.

Portfolio 77

Portfolio Asset Allocation Assets Management 77

Good Financial Cents

FEBRUARY 16, 2023

When the stock market is going up consistently, diversification isn’t usually “front of mind” for investors. The problems start when prices of stocks begin to go the other direction. When stocks, crypto or real estate begin to decline, a lack of diversification becomes apparent quickly. trillion asset class.

Portfolio 83

Portfolio Investing Investments Assets 83

Good Financial Cents

OCTOBER 17, 2022

Robinhood attracted these young stock market investors with an easy-to-use mobile app and commission-free trades. To sweeten the deal, Robinhood didn’t require account minimums, so even investors with limited capital could start investing. Best Robinhood Alternatives. Ally Invest. SoFi Invest. M1 Finance.

Commission 89

Commission Accounting Investing Investments 89

MarketWatch

APRIL 5, 2023

AGO stock is up 4% in premarket trades after the credit product provider to the financial sector said it’s creating the world’s fifth largest asset management business that handles collateralized loan obligations in a transaction with Sound Point Capital Management. Assured Guaranty Ltd. 31, the company said. 31, the company said.

Management 75

Management Assets Investing Investments 75

Random Roger's Retirement Planning

APRIL 26, 2024

What if all someone cared about was beating the market, regardless of the volatility, regardless of the occasional, painful drawdown? If beating the market was the only thing that mattered to someone, chances are they would not go heavy into utilities and consumer staples. I have no secret for outperforming the stock market.

Marketing 70

Marketing Marketing Portfolio Management 70

Good Financial Cents

JANUARY 16, 2023

We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Many stocks plummeted, with investors selling off their shares due to concerns about a possible recession. Yieldstreet Alternatives. Minimum investment $2,500 for the Prism Fund.

Assets 93

Assets Investing Investments Accounting 93

Abnormal Returns

MAY 19, 2023

(permanentequity.com) Barry Ritholtz talks with Howard Lindzon about the state of seed stage investing. ritholtz.com) Ted Seides talks with Marc Lasry, CEO, and co-founder of Avenue Capital Group, about his investing career and investing in sports. Aswath Damodaran about stock valuations, market efficiency, and the rise of AI.

Economics 130

Economics Valuation Economy Investing 130

The Big Picture

FEBRUARY 10, 2023

Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council.

Math 164

Math Engineering Manufacturing Investing 164

The Big Picture

MARCH 11, 2023

This week, we speak with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which manages $14.6 Be sure to check out our Masters in Business next week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management. billion in assets.

Valuation 130

Valuation Investing Investments Management 130

Advisor Perspectives

OCTOBER 20, 2023

As investors face continued macroeconomic and market uncertainty, evolving the 60/40 portfolio of stocks and bonds to include alternative investments may help build portfolio resiliency.

Portfolio 52

Portfolio Investing Investments Marketing 52

The Big Picture

MARCH 14, 2023

The stock market fell 50%. A Wealth of Common Sense ) see also A Reverse Minsky Moment : Silicon Valley Bank’s collapse will make all the headlines, but what happened in the bond market deserves a lot of attention. Bloomberg ) • Yale Invests This Way. Commodity prices crashed. Bankruptcies exploded. Should You?

Banking 253

Banking Assets Media Investing 253

The Big Picture

SEPTEMBER 20, 2022

My Two-for-Tuesday morning train reads: • Rising Bond Yields Change the Calculus for Stocks : Whether markets get any reprieve from their recent selloff depends in part on what happens at the Fed meeting. Interest Rates Are Up, So Why Are Bank Stocks Down? Interest Rates Are Up, So Why Are Bank Stocks Down? Source: TKer.

Taxes 286

Taxes Banking Education Sales 286

MarketWatch

JUNE 5, 2023

in premarket trading Monday, after alternative asset manager Apollo Global Management Inc. APO announced an agreement to invest $2 billion in preferred stock of AT&T subsidiary AT&T Mobility II LLC. Apollo expects to complete the investment in June 2023. AT&T’s stock had slumped 3.8% The stock has tumbled 19.1%

Investing 75

Investing Investments Communication Planning 75

The Big Picture

APRIL 4, 2024

And by keeping that money cheap, they encouraged speculative movements in markets. I was looking at, hey, markets cut in half tend to do really well over the next decade, down 57%. When you talk about change, is that the sort of substantial change in government policy that impact markets? My stock portfolio is recovering.

Portfolio 154

Portfolio Management Assets Economy 154

Validea

OCTOBER 4, 2023

Patience pays off when investing. So, depending on what you’re invested in, you may be looking at 2 to 3 years of dead money. But these are averages, and investors can sometimes get lucky and invest when the returns are much higher (i.e., Think beyond just stocks (or U.S. Think beyond just stocks (or U.S.

Investing 119

Investing Investments Portfolio Assets 119

The Big Picture

SEPTEMBER 17, 2022

Most pros can’t beat the market : It continues to be incredibly difficult to generate returns in the stock market that beat (or outperform) a passively managed fund tracking the S&P 500. A legal scholar and a philosopher propose some alternatives. ( So here it is. Oaktree Capital ). Morgan Stanley ). •

Engineering 290

Engineering Food Management Government 290