Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. wsj.com) Chuck Royce, founder of Royce Funds, is retiring.

License 289

License Financial Advising Economy Economics 289

The Big Picture

MARCH 10, 2023

For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy. The FOMC seems a little panicky; the result is the Fed is breaking things throughout the economy.

Banking 342

Banking Assets Management Economy 342

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. cnbc.com) The banking industry's 'crisis phase' may be over for now. etftrends.com) Economy Is the U.S.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

MARCH 13, 2024

(etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." axios.com) The long and winding road to a Reddit IPO.

Financial Advising 316

Financial Advising Valuation Retail Media 316

The Big Picture

MARCH 6, 2025

This week, we speak withAustan Goolsbee, president of the Federal Reserve Bank of Chicago. He’s president of the Federal Reserve Bank of Chicago. That is a sign of credibility of the central bank. And I think that the, the chat GPT AI version of a central bank. Inflation as a driver of returns.

Economy 162

Economy Economics Food Banking 162

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. nytimes.com) The former Boston Private money management arm of SVB is a prized asset.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed. (wsj.com) Moderna ($MRNA) is slashing its R&D pipeline. Probably 25.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. nytimes.com) What's new in GPT-4.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

APRIL 21, 2023

CDs Short duration assets, like CDs, look good right now, but they do have risks. awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 245

Financial Advising Banking Media Economy 245

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 283

Economy Banking Economics Assets 283

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. ofdollarsanddata.com) Brokerages are attracting more customers to their banking services. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. capitalspectator.com) January's market rally was kinda junky.

Financial Advising 245

Financial Advising Media Assets Banking 245

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank : The concept of Small Finance Banks (SFB) was introduced in India in 2015. SFBs also promote savings by providing a higher interest rate compared to full-service banks like HDFC and Kotak. In this article on fundamental analysis of Ujjivan Small Finance Bank. Lakh Lives.

Banking 126

Banking Assets Accounting License 126

Abnormal Returns

OCTOBER 24, 2024

blogs.cfainstitute.org) Now is a good time to be selling a private credit asset management firm. on.ft.com) Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. msn.com) Economy Still no meaningful pickup in weekly initial unemployment claims.

Investing 288

Investing Investments Startup Financial Advising 288

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. on.ft.com) Finance Why companies should leave the marketing of their IPO to the banks. wsj.com) Economy Weekly initial unemployment claims are ticking higher. capitalspectator.com) The S&P SmallCap 600 was up 10.8% for the first time in awhile. Maybe to successful.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

The Big Picture

MAY 8, 2023

Here is a quick mental exercise to allow you to operate without your hindsight bias getting in the way: At the end of 2022, an all-knowing market deity visits to inform you that almost halfway through the year, 1) Rates will be appreciably higher; 2) Three of the biggest bank failures in U.S. Consider : – Unemployment at 3.4%

Banking 321

Banking Media Marketing Marketing 321

Abnormal Returns

MARCH 8, 2024

spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. dollar with Linda Goldberg, a Financial Research Advisor at the Federal Reserve Bank of New York. The biz Transcripts have come to Apple ($AAPL) Podcasts.

Economy 258

Economy Media Management Banking 258

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. theatlantic.com) Global Western countries are debating what to do with Russia's frozen assets. semafor.com) Economy Personal income and spending were healthy in January. (theblock.co) A skeptical take on crypto, and factors.

Financial Advising 275

Financial Advising Media Banking Economy 275

Abnormal Returns

OCTOBER 11, 2022

theinformation.com) Bank of New York Mellon ($BK) will now custody crypto assets. danieldrezner.substack.com) Economy Do we need to throw the economy into recession to tame inflation? Prune it back properly, and you make it stronger. Stocks are the same." wsj.com) Funds Stop investing based on your politics.

Financial Advising 246

Financial Advising Economy Media Banking 246

Abnormal Returns

AUGUST 31, 2023

(morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. etf.com) Economy The July PCE price index increased 3.3% theinformation.com) More capital would not have saved SVB. year-over-year.

Financial Advising 264

Financial Advising Media Banking Economy 264

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. entertainmentstrategyguy.com) Economy A soft landing is now consensus. variety.com) Why every cable outlet is running reruns.

Startup 263

Startup License Financial Advising Media 263

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now.

Financial Advising 276

Financial Advising Startup Media Government 276

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. lefsetz.com) Just how big is Costco's ($COST) clothing business? (genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. wsj.com) Global The U.S.'

Financial Advising 213

Financial Advising Startup Banking Media 213

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2 trillion in client assets.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 7,250 crores at Rs.

Banking 104

Banking Planning Accounting Retail 104

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Source: Trading Economics Unfortunately, this unparalleled spike in interest rates contributed to the 2nd and 3rd largest bank failures in American history, both occurring in March.

Banking 105

Banking Economy Economics Government 105

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

OCTOBER 1, 2022

joincolossus.com) Economy Andy Slavitt talks inflation and more with Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis. podcasts.apple.com) Derek Thompson talks with Jason Furman about the Fed and the state of the economy.

Startup 246

Startup Economy Banking Management 246

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. wsj.com) Finance More banks are marking down the value of U.S. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. apolloacademy.com) How much longer can banks and office owners push out loan expirations? entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( The Overshoot ). Were Those Great Returns the Result of Skill — or Just Luck?

Financial Advice 288

Financial Advice Engineering Economy Management 288

Abnormal Returns

JUNE 1, 2023

on.spdji.com) How major asset classes performed in May 2023. ft.com) At some big banks, ~40% of open roles are AI-related. axios.com) Economy The bond market is done with the debt limit debacle. Markets The market's biggest stocks are having a big year. axios.com) The S&P 500 Top 50 returned 3.97% in May 2023. domain names.

Insurance Coverage 242

Insurance Coverage Financial Advising Insurance Media 242

Abnormal Returns

JULY 27, 2023

etf.com) Finance JP Morgan Asset Management is on roll in 2023, ETF-wise. wsj.com) Joe Weisenthal and Tracy Alloway talk bank consolidation with Scott Hildenbrand of Piper Sandler. nytimes.com) Economy Q2 GDP was up at a 2.4% (alphaarchitect.com) What you need to know about the rebalance of the Invesco QQQ Trust ($QQQ).

Financial Advising 246

Financial Advising Media Banking Economy 246

The Big Picture

MARCH 3, 2023

Businessweek ) • Closing Out the Search Bar : What would it mean to replace the click economy and its cornerstone, the search bar, with something like a conversation? s aging workforce Source: Federal Reserve Bank of Minneapolis Sign up for our reads-only mailing list here. Slate ) • Colds Haven’t Changed. Capital Advisors.

Digital Media 278

Digital Media Recruitment Consulting Assets 278

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

JULY 6, 2023

axios.com) Some banks are holding the line on job cuts. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. theconversation.com) Economy The quit rate continues to slow. (techcrunch.com) Just call a tweet a tweet. institutionalinvestor.com) Private credit managers continue to get snapped up.

Economics 239

Economics Startup Financial Advising Media 239

The Big Picture

JULY 27, 2022

This attests to the robustness of the labor economy, recession or not. Rather than accept their fate, Americans used free money offered by the private unregulated banking system in the form of Home Sales, HELOCs, and Refinancings. By any measure, we still have an enormous number of unfilled positions. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331