Abnormal Returns

DECEMBER 10, 2024

Markets 7 lessons from 2024 including 'Returns are lumpy.' bilello.blog) The stock market is up big in 2024, but these stocks are down big. sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. ft.com) Every asset manager's annual outlook reads the same.

Retail 147

Retail Economy Media Assets 147

Abnormal Returns

DECEMBER 27, 2024

Markets We should be grateful for 2024's returns, especially if you avoided the negativity. allstarcharts.com) No one else is to blame for your investing failures. techcrunch.com) How Reddit ($RDDT) became a huge winner in 2024. wsj.com) The C-suite at publicly traded private equity firms cleaned up in 2024.

Media 147

Media Economy Investments Investing 147

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. nytimes.com) Economy The Russian Ruble is tumbling in value. Markets A look at the best performing stocks of the past 20 years.

Media 162

Media Retail Economy Economics 162

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The post Carson Investment Research Forecasts the Rest of 2024 appeared first on Carson Wealth.

Investing 139

Investing Investments Economy Economics 139

Calculated Risk

MARCH 7, 2025

economy continues to be in a good place. Recent Economic Data Economic growth The economy has been growing at a solid pace. Recent indicators point to a possible moderation in consumer spending relative to the rapid growth rate over the second half of 2024. Policy is not on a preset course.

Economics 147

Economics Economy Food Communication 147

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? October 2, 2017) Deficit Chicken Hawks vs Ronald Reagan (July 13, 2010) Politics & Investing The post Catastrophizing Debt appeared first on The Big Picture. population?

Economy 347

Economy Taxes Investing Investments 347

Abnormal Returns

FEBRUARY 10, 2025

Markets Too many people confusing speculating for investing. apolloacademy.com) China's marriage rate plunged in 2024. reuters.com) Global The Russian economy is under increasing pressure. ritholtz.com) The end of ZIRP did not kill off speculation. philbak.substack.com) China The percentage of U.S. noahpinion.blog) The U.S.

Media 173

Media Economy Accounting Management 173

Abnormal Returns

MAY 1, 2024

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. ft.com) Strategy Catalysts matter.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' advisorperspectives.com) The stock market was not counting on higher yields in 2024. axios.com) The Cybertruck looks like a bust.

Economy 298

Economy Sales Investing Investments 298

Abnormal Returns

JANUARY 7, 2024

(entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice.

Assets 296

Assets Economy Investing Investments 296

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

FEBRUARY 27, 2025

awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? 2024 results. theatlantic.com) Economy Weekly initial unemployment claims jumped last week. Markets The chances of you successfully timing the market based on macro stuff is slim. nytimes.com) Why were eggs as cheap as they were?

Startup 147

Startup Media Economy Portfolio 147

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. theringer.com) Economy How well does consumer sentiment correlate with the real economy?

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

JUNE 4, 2024

(bloomberg.com) Has the 'anti-woke' investing movement peaked? marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. econbrowser.com) How 2024 Fed expectations have bounced around. riabiz.com) Global China's internet history is getting erased.

Financial Advising 293

Financial Advising Economy Valuation Media 293

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.' etf.com) Economy Six things Presidential candidates want you to believe about the economy including 'The President controls gas prices.'

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Abnormal Returns

MAY 20, 2024

rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. tker.co) The 18 best investing blogs of 2024. citywire.com) Economy Anecdotal evidence shows the consumer is doing well. (fortunesandfrictions.com) Why finance professionals should take less equity market risk.

Financial Advising 264

Financial Advising Media Economy Investments 264

Abnormal Returns

JULY 3, 2024

Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far. axios.com) Economy Weekly initial unemployment claims are ticking higher.

Startup 276

Startup Financial Advising Media Economy 276

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. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

Abnormal Returns

JANUARY 24, 2025

downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks. bigtechnology.com) Economy Sales of existing homes in the US hit their lowest level since 1995. cnn.com) It looks like there was a stockpiling effect at the end of 2024. Strategy Market consensus is max bullish. sherwood.news) Are AI companies wasting money?

Food 147

Food Taxes Media Economy 147

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.

Investing 296

Investing Investments Valuation Portfolio 296

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth. hottakes.space) How the pandemic unleashed the 'introvert economy.' worth.com)

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. marginalrevolution.com) Economy Prices don't decline, but wages can increase. bloomberg.com) The homicide rate fell in 2023 and is plunging in 2024. optimisticallie.com) 20 pandemic darlings that have yet to rebound. jasher.substack.com)

Financial Advising 298

Financial Advising Startup Manufacturing Media 298

Abnormal Returns

MAY 28, 2024

Strategy Wealthy Americans invest a lot in alternatives, but that doesn't mean you need to. vox.com) Economy Through March 2024, Case-Shiller home prices increased some 6.5%. ft.com) Surveys are not the economy, and vice versa. ofdollarsanddata.com) The case against concentrated funds.

Financial Advising 264

Financial Advising Economy Media Government 264

Abnormal Returns

MAY 17, 2024

(theirrelevantinvestor.com) There are two approaches to investing. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. mrzepczynski.blogspot.com) It's easy to forget the pain of volatility. wggtb.substack.com) Venture capital Figma shareholders are getting an opportunity to sell stock, post-Adobe deal.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

SEPTEMBER 26, 2024

earnings estimates, and margins, continue to tick higher in 2024. ft.com) Investing is simple but not easy. ft.com) Economy Weekly initial unemployment claims continue to trend lower. abnormalreturns.com) The investment world was a different place when Josh Brown started writing. Markets U.S. corporate profitability.

Financial Advising 278

Financial Advising Media Economy Investments 278

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. morningstar.com) Economy November PCE came in at 3.2% down from 5.6% at the peak.

Financial Advising 278

Financial Advising Media Economy Economics 278

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

JANUARY 28, 2024

(apnews.com) State and local election officials are seeing more threats headed into 2024. fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. abnormalreturns.com) An example where investing out of spite doesn't work out.

Marketing 277

Marketing Marketing Financial Advising Economy 277

Abnormal Returns

FEBRUARY 27, 2024

market in 2024. biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. axios.com) Economy Home prices are still ticking higher.

Advertising 289

Advertising Financial Advising Communication Economy 289

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. cnbc.com) How Lilly plans to ramp production by 50% in 2024. nytimes.com) Economy February Case-Shiller showed a 6.4% awealthofcommonsense.com) The best investors are running their own race. axios.com) Walmart ($WMT) is getting out of the health clinic business.

Financial Advising 289

Financial Advising Communication Media Economy 289

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. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration. Increased concentration is a sign of a bull market and bear markets reduce concentration.”

Marketing 316

Marketing Marketing Engineering Economics 316

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. biopharmadive.com) Economy Heavy truck sales increased in February. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! Markets Industrials are leading. allstarcharts.com) Congratulations, goldbugs. dariusforoux.com) Why you should write more.

Financial Advising 290

Financial Advising Media Economy Sales 290

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. econofact.org) Kyla Scanlon Guy Adami and Dan Nathan talk with Kyla Scanlon author of "In This Economy: How Money and Markets Really Work."

Economy 264

Economy Economics Investments Investing 264

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 2024. capitalspectator.com) When did investing become so political? semafor.com) Economy A look at broadening real wage growth. economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. coindesk.com) More mutual fund to ETF conversions are coming. Not any more.

Financial Advising 262

Financial Advising Startup Media Economy 262

Abnormal Returns

JANUARY 5, 2024

vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023. bloomberg.com) Four megatrends heading into 2024 including a more normal economy. ritholtz.com) Patrick O'Shaughnessy talks investing in money managers with Erik Serrano who is the CEO of Stable Asset Management.

Economy 262

Economy Economics Management Assets 262

Abnormal Returns

DECEMBER 20, 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) Research links: persistent investment factors. moretothat.com) You will make mistakes in 2024. buy back shares? Don't let them define your life.

Financial Advising 260

Financial Advising Valuation Media Economy 260

Abnormal Returns

APRIL 25, 2024

axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6%

Accounting 264

Accounting Consulting Financial Advising Valuation 264