Abnormal Returns

DECEMBER 22, 2023

(wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. bonddad.blogspot.com) Economic growth is trending around 2.0% (econbrowser.com) Earlier on Abnormal Returns Podcast links: extreme arbitrage. at the peak.

Financial Advising 279

Financial Advising Media Economy Economics 279

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration.

Marketing 316

Marketing Marketing Engineering Economics 316

The Big Picture

JANUARY 1, 2024

What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. Why They Can Do It Again in 2024. Stay invested. Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S.

Distribution 273

Distribution Economy Clients Management 273

Calculated Risk

DECEMBER 24, 2023

Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. Q4-over-Q4 in 2024. range in Q4 2024.

Economics 90

Economics Economy Sales Commission 90

The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less.

Distribution 326

Distribution Economics Portfolio Economy 326

Abnormal Returns

OCTOBER 14, 2024

mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. dariusforoux.com) Lessons learned from 20 years of investing including 'Insurance Is expensive for a reason.' mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson.

Financial Advising 279

Financial Advising Economy Assets Insurance 279

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. cnbc.com) How Lilly plans to ramp production by 50% in 2024. disciplinefunds.com) The economic tables have turned as Greece, Spain and Portugal outperform. awealthofcommonsense.com) The best investors are running their own race. wsj.com) This CEO is taking advantage of his company discount.

Financial Advising 290

Financial Advising Communication Media Economy 290

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

JUNE 7, 2024

Listening The best podcasts of 2024 including 'Stick the Landing' from The Ringer. theverge.com) Economy Ezra Klein talks with Annie Lowery about the growing economic disconnect. theatlantic.com) Michael Klein talks with David Rapson about the economics of EV adoption.

Economy 265

Economy Economics Investing Investments 265

Abnormal Returns

JANUARY 28, 2024

apnews.com) State and local election officials are seeing more threats headed into 2024. wapo.st) The economic schedule for the coming week. abnormalreturns.com) An example where investing out of spite doesn't work out. (ft.com) The fertilizer industry in the U.S. is increasingly concentrated. disciplinefunds.com) The U.S.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

JANUARY 9, 2024

(ft.com) Venture capital volume is likely to stay muted in 2024. etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management.

Financial Advising 264

Financial Advising Media Economy Economics 264

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 2024. capitalspectator.com) When did investing become so political? theinformation.com) Global The war in Ukraine has pushed up defense spending around the globel (awealthofcommonsense.com) South Korea's economic growth is slowing. on.ft.com) Want a stake in a hot AI startup?

Financial Advising 263

Financial Advising Startup Media Economy 263

Abnormal Returns

JANUARY 5, 2024

bloomberg.com) Four megatrends heading into 2024 including a more normal economy. open.spotify.com) Brink Lindsey talks economic dynamism with Tyler Cowen. ritholtz.com) Patrick O'Shaughnessy talks investing in money managers with Erik Serrano who is the CEO of Stable Asset Management.

Economy 263

Economy Economics Management Assets 263

Abnormal Returns

FEBRUARY 15, 2024

capitalspectator.com) What economic report surprises matter for the stock and bond markets? wsj.com) Funds Do lifecycle investment funds need a refresh? bonddad.blogspot.com) Industrial production fell in January 2024. abnormalreturns.com) There is no holy grail in investing. fee for a spot Bitcoin ETF?

Financial Advising 246

Financial Advising Insurance Media Economy 246

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. The return and principal value of investments will fluctuate as market conditions change.

Marketing 111

Marketing Marketing Taxes Economics 111

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 119

Economy Manufacturing Economics Sales 119

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. Source: YCharts.com, February 24, 2024.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 3 Source: YCharts.com, February 17, 2024. Wednesday: FOMC Meeting Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Retail Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. 4,5 This Week: Key Economic Data Monday: New Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 2 Source: YCharts.com, March 2, 2024. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. percent in January versus December—and 2.4 Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% Treasury Statement.

Marketing 98

Marketing Marketing Taxes Economics 98

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? newyorker.com) Venture capital More VC funds are running out time while still holding investments. wsj.com) The economic schedule for the coming week. tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

Dear Mr. Market

MARCH 17, 2024

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. Click here or below to see or enlarge the entire bracket for 2024. Lastly, the way these are initially “seeded” does not reflect our current confidence in them.

Investing 95

Investing Investments Portfolio Assets 95

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. 1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears.

Marketing 90

Marketing Marketing Economics Taxes 90

The Big Picture

APRIL 18, 2023

The economic recovery is strong. As the recovery progresses, there’s less and less justification for the drumbeat of negative hot takes and gloomy economic speculation from the media. The economic evidence paints a very different picture. The economic evidence paints a very different picture. Rents in the US fell 0.4%

Engineering 278

Engineering Economics Taxes Economy 278

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investing 162

Investing Investments Portfolio Valuation 162

Calculated Risk

JANUARY 3, 2024

Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will RI change in 2024?

Sales 75

Sales Investing Investments Commission 75

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. bespokepremium.com) The great bond bull market is over.

Media 163

Media Retail Economy Economics 163

The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior.

Investing 162

Investing Investments Portfolio Assets 162

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? The FOMC is expecting growth of 1.2%

Economy 80

Economy Sales Economics Investing 80

Cornerstone Financial Advisory

JANUARY 2, 2024

Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. 6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S. Jobless Claims.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Abnormal Returns

JANUARY 10, 2024

morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' abnormalreturns.com) Research links: regime changes.

Financial Advising 174

Financial Advising Valuation Banking Media 174