Abnormal Returns

JANUARY 18, 2024

Markets Managed futures did not have a great 2023. novelinvestor.com) Finance Does private credit actually reduce systemic financial risk? economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. msn.com) Changing demographic trends is tough.

Financial Advising 263

Financial Advising Economy Media Numbers 263

Abnormal Returns

NOVEMBER 20, 2023

(stratechery.com) AI development is computationally, and financially, expensive. news.crunchbase.com) Economy Fed officials talk WAY too much these days. snippet.finance) Earlier on Abnormal Returns Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 277

Financial Advising Media Economy Sales 277

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents.

Financial Advising 264

Financial Advising Advertising Retail Economy 264

Abnormal Returns

OCTOBER 2, 2023

September 2023 How major asset classes performed in September 2023. wsj.com) 5%+ yields make financial advice a tougher sell. cnbc.com) Global The costs of the war in Ukraine are adding up for the Russian economy. snippet.finance) Economy American households are in pretty good financial shape. phenomenon.

Financial Advising 278

Financial Advising Financial Advice Economy Media 278

Abnormal Returns

JANUARY 14, 2024

police killed more people in 2023 than they have in a decade. theguardian.com) The homicide rate fell sharply in 2023. papers.ssrn.com) Economy People have nostalgia for a time that never existed. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. wsj.com) Why Blackrock ($BLK) is buying infrastructure manager GIP.

Financial Advising 289

Financial Advising Engineering Food Economics 289

Abnormal Returns

DECEMBER 21, 2023

bloomberg.com) Economy Still no meaningful uptick in weekly initial unemployment claims. bonddad.blogspot.com) Checking in on ten big economic questions for 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 289

Financial Advising Media Banking Accounting 289

Abnormal Returns

DECEMBER 29, 2022

awealthofcommonsense.com) Here is Eddy's 2023 Buy List. wsj.com) Economy Continuing unemployment claims continue to trend higher. bloomberg.com) Ten big economic questions for 2023 including 'What will happen with house prices in 2023?' Markets The energy sector dominated in 2022, and it wasn't even close.

Financial Advising 275

Financial Advising Startup Food Media 275

Abnormal Returns

DECEMBER 13, 2023

bloomberg.com) Some ETF statistics for 2023. etf.com) Economy Real wages are now above pre-pandemic levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (platformer.news) Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems.

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. bbc.com) How young Chinese are dealing with a lethargic economy. Then check out our weekly adviser-focused newsletter.

Financial Advising 276

Financial Advising Startup Media Government 276

Abnormal Returns

DECEMBER 12, 2023

msn.com) Economy October CPI came in at a 3.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' year-over-year rate.

Financial Advising 276

Financial Advising Retail Media Economy 276

Abnormal Returns

AUGUST 30, 2023

ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. ft.com) Economy The labor market is not all that tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Generating alpha is more than just stock selection.

Financial Advising 260

Financial Advising Media Economy Numbers 260

Abnormal Returns

JANUARY 9, 2024

visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. axios.com) ETFs The pace of ETF closures picked up in 2023. ft.com) Economy How much is negative news sentiment driving bad economic vibes? abnormalreturns.com) Adviser links: advancing your business.

Financial Advising 264

Financial Advising Media Economy Economics 264

Abnormal Returns

SEPTEMBER 15, 2024

Markets Mortgage rates are back to early 2023 levels. washingtonpost.com) Economy Just how restrictive is monetary policy right now? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Nvidia ($NVDA) dominates the list of the biggest single-day market cap moves.

Marketing 275

Marketing Marketing Financial Advising Media 275

Abnormal Returns

NOVEMBER 26, 2023

ft.com) A review of the biggest crypto-related court cases in 2023. wsj.com) Citizens Financial Group ($CFG) is pulling from the First Republic business model. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. (humbledollar.com) Why it's hard for outsiders to know what's going on inside a company.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. morningstar.com) Economy Housing is holding up U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Media Economy Management 264

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.' ft.com) Economy Consumers are finally pushing back against higher prices. abnormalreturns.com) What you missed in our Sunday linkfest.

Media 276

Media Financial Advising Retail Economy 276

Abnormal Returns

OCTOBER 24, 2023

(ft.com) AngelList on the state of early-stage venture capital in Q3 2023. bloomberg.com) Global Germany's economy has badly lagged since the pandemic. econbrowser.com) NBA The state of the NBA on the start of the 2023-24 season. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong.

Financial Advising 264

Financial Advising Economy Media Numbers 264

Abnormal Returns

SEPTEMBER 10, 2024

sixcolors.com) Economy Q3 GDP nowcasts are coming in around 2.5% abnormalreturns.com) Elder financial fraud is only going up. abnormalreturns.com) Adviser links: staffing a growing firm. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? He still has plenty left to teach us.

Financial Advising 278

Financial Advising Media Economy Taxes 278

Abnormal Returns

JANUARY 19, 2024

podcasts.apple.com) Economy Consumer sentiment is rapidly rebounding. advisorperspectives.com) Existing home sales hit a 28-year low in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (om.co) Oil The U.S. is putting OPEC to shame. oil production with Javier Blas.

Financial Advising 279

Financial Advising Media Economy Sales 279

Abnormal Returns

NOVEMBER 27, 2023

forbes.com) Economy Gasoline prices have fallen 60 days straight. bloomberg.com) The US is poised to extract more oil and gas in 2023 than any previous year. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: safety and reliability. abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 278

Financial Advising Media Banking Economy 278

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. vox.com) Economy Will interest rates eventually slow the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Taxes Economy Media 246

Abnormal Returns

DECEMBER 8, 2023

(pionline.com) Books Amy Edmondson has won the Financial Times and Schroders Business Book of the Year Award for "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive." talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. unemployment rate.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

NOVEMBER 5, 2023

currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ritholtz.com) Rate hikes are working.

Assets 271

Assets Financial Advising Healthcare Economy 271

Abnormal Returns

DECEMBER 10, 2023

wsj.com) ETFs 2023 has seen a surge in ETF closures. papers.ssrn.com) Economy Why talks of a Fed rate cut are premature. disciplinefunds.com) The economy has gone from great to good. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? billion to charity over the past year.

Financial Advising 272

Financial Advising Economy Media Economics 272

Abnormal Returns

JANUARY 4, 2024

om.co) Economy Still no sign of a pickup in layoffs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media 177 ways the world got better in 2023 including 'In California, a 400-acre oil field is being transformed into a nature preserve.'

Financial Advising 262

Financial Advising Media Banking Economy 262

Abnormal Returns

JANUARY 30, 2024

theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. abnormalreturns.com) Adviser links: organic growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) The Magnificent 7 are crushing active managers.

Pharmaceutical 260

Pharmaceutical Financial Advising Economy Media 260

Abnormal Returns

OCTOBER 31, 2023

hypercritical.co) Economy Case-Shiller showed a 2.6% rise in house prices through August 2023. abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (om.co) Apple TV+ just doesn't have a big enough library.

Assets 260

Assets Financial Advising Media Economy 260

Abnormal Returns

DECEMBER 20, 2023

Markets Six charts that defined markets in 2023. newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023. visualcapitalist.com) Economy The Fed is moderately tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? buy back shares?

Financial Advising 260

Financial Advising Valuation Media Economy 260

Abnormal Returns

FEBRUARY 23, 2024

newsletter.rationalwalk.com) Economy How to parse a CPI report. morningstar.com) Was employment growth in 2023 lower than initially thought? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) KKR ($KKR) is getting out of the music rights business.

Investments 263

Investments Investing Financial Advising Media 263

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. etftrends.com) Economy Is the U.S. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Investments 245

Investments Investing Financial Advising Startup 245

Abnormal Returns

NOVEMBER 3, 2023

ft.com) Technology Apple's ($AAPL) Q4 2023 earnings in chart form. ft.com) Economy The October NFP report showed a 150k increase in jobs and a 3.9% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) A sign of waning interest in luxury goods. unemployment rate.

Electronics 264

Electronics Financial Advising Media Economy 264

Abnormal Returns

MAY 2, 2023

(forbes.com) Actively managed ETFs are having their day in the sun in 2023. wsj.com) MLB MLB attendance is up so far in 2023. espn.com) Economy Frustrated homebuyers are flocking to the new home market. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 246

Financial Advising Media Banking Accounting 246

Abnormal Returns

JANUARY 31, 2024

(theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. blog.johnwallstreet.com) Economy The labor market continues to soften. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 262

Financial Advising Media Accounting Economy 262

Abnormal Returns

AUGUST 11, 2023

vulture.com) Economy Gasoline prices will stop putting downward pressure on inflation. ritholtz.com) Derek Thompson talks with Jason Furman about what forecasters got wrong about the economy in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 246

Startup Financial Advising Economy Media 246

Abnormal Returns

DECEMBER 7, 2023

wsj.com) What phrases and words companies stood out in conference calls in 2023? axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) 30-year mortgage rates have dropped from 8% back to 7%.

Digital Media 273

Digital Media Electronics Financial Advising Startup 273

Abnormal Returns

JUNE 28, 2023

sf.eater.com) Economy Noah Smith, "If there’s one economic measure that has been unprecedentedly bad in the years since the pandemic, it’s real wages." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? washingtonpost.com) The best TV shows of 2023, so far, including 'Mrs.

Recruitment 246

Recruitment Financial Advising Media Economy 246