The Big Picture

MARCH 24, 2025

As Paul Krugman recently wrote on his excellent Substack , using a chart identical to the one immediately above (Paul used FRED ): “People may imagine that government is a bigger part of the economy than it is because of all the money we spend supporting retired Americans, covering their health bills, and so on [Chart 1].

Government 310

Government Investments Investing Economy 310

Abnormal Returns

DECEMBER 13, 2023

etf.com) Economy Real wages are now above pre-pandemic levels. (platformer.news) Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems. nbcnews.com) ETFs If current trends continue Vanguard will overtake Blackrock ($BLK) in ETF AUM. bloomberg.com) Some ETF statistics for 2023.

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

OCTOBER 18, 2024

politico.com) Economy There's still no sign of a recession in the data. (slate.com) Global Japan's government bond yields now exceed China's. ft.com) The West is coming to terms with the extent of Chinese espionage. wsj.com) How donor fatigue is affecting Ukraine's defense. econbrowser.com) Why neither candidate is talking about the deficit.

Assets 278

Assets Financial Advising Communication Banking 278

Abnormal Returns

OCTOBER 31, 2023

hypercritical.co) Economy Case-Shiller showed a 2.6% (coindesk.com) Apple AI is coming to Apple ($AAPL) GPUs. om.co) Apple TV+ just doesn't have a big enough library. variety.com) Why Apple ($AAPL) should make its batteries removable. rise in house prices through August 2023. calculatedriskblog.com) New home prices are still under pressure.

Assets 260

Assets Financial Advising Media Economy 260

Abnormal Returns

AUGUST 5, 2022

wsj.com) Economy Sam Ro, "The U.S. (marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats. news.crunchbase.com) On the bear market in luxury watches. labor market continues to be very strong."

Assets 244

Assets Startup Financial Advising Media 244

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. My guest on today's podcast is Peter Krull.

Investments 240

Investments Investing Clients Risk Tolerance 240

Abnormal Returns

APRIL 1, 2025

on.spdji.com) How major asset classes performed in March 2025. capitalspectator.com) The asset asset quilt updated for Q1 performance. investmentnews.com) How one asset manager is implementing AI throughout the organization. propublica.org) Economy The March Manufacturing PMI showed contraction.

Economics 147

Economics Assets Manufacturing Government 147

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. sherwood.news) Economy Bubbles often leaving interesting stuff behind. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion.

Communication 162

Communication Manufacturing Media Banking 162

Abnormal Returns

OCTOBER 14, 2024

optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. 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

JULY 31, 2024

(wsj.com) ETFs Money managers want to put less liquid assets into the ETF wrapper. riabiz.com) Managed futures ETFs are gaining assets. wealthmanagement.com) Economy All the data is pointing toward the need for a Fed rate cut. wealthmanagement.com) Economy All the data is pointing toward the need for a Fed rate cut.

Financial Advising 278

Financial Advising Media Economy Government 278

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. wired.com) Economy Heavy truck sales increased in November. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. sherwood.news) Palantir ($PLTR) did not. nbcnews.com) A tool that can scan your phone for spyware.

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

OCTOBER 17, 2024

wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. wsj.com) India's asset management market is fiercely competitive. crr.bc.edu) How remote workers can help a local economy. mansionglobal.com) Economy Industrial production is ebbing.

Financial Advising 276

Financial Advising Communication Economy Assets 276

Abnormal Returns

FEBRUARY 10, 2025

(bloomberg.com) You need a strategy to survive the commoditization of the asset management industry. reuters.com) Global The Russian economy is under increasing pressure. philbak.substack.com) China The percentage of U.S. imports from China have been declining since 2016. apolloacademy.com) China's marriage rate plunged in 2024.

Media 173

Media Economy Accounting Management 173

Abnormal Returns

JUNE 9, 2024

(awealthofcommonsense.com) A review of major asset class performance in May 2024. allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." capitalspectator.com) Why you shouldn't be worried about index funds just yet. thefinancialbodyguard.com) The current bull market is mid.

Retirement 306

Retirement Economy Assets Marketing 306

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. asia.nikkei.com) Economy Industrial production rose smartly in May. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. Markets Market breadth is not great.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

JANUARY 7, 2024

entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities. Top clicks this week Some of the best charts of 2023.

Assets 296

Assets Economy Investing Investments 296

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

The Big Picture

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. Her new book “ In This Economy?: Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets.

Healthcare 294

Healthcare Economy Numbers Assets 294

Abnormal Returns

SEPTEMBER 5, 2024

industrial economy looks different than it did four years ago. apricitas.io) Economy Weekly initial unemployment claims ticked lower. priceactionlab.com) More evidence that American economy is stalling. sherwood.news) Being an 'unwitting' Russian asset is apparently very lucrative. (sportico.com) Manufacturing The U.S.

Financial Advising 274

Financial Advising Manufacturing Marketing Marketing 274

Abnormal Returns

DECEMBER 10, 2024

ft.com) Every asset manager's annual outlook reads the same. theatlantic.com) Economy Outside of shelter, inflation is still pretty quiescent. capitalspectator.com) Ten susprising facts about the labor economy including 'Work continues to untether from the workplace.'

Retail 147

Retail Economy Media Assets 147

Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. riabiz.com) Fisher Investments is a unique asset. pehub.com) Advisers An advisory firm is people.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Abnormal Returns

MARCH 3, 2025

on.spdji.com) How major asset classes performed in February 2025. standard.co.uk) Economy The good producing sector is flatlining. February 2025 The S&P 500 returned -1.30% in February 2025. capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market.

Media 162

Media Government Economy Assets 162

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Assets 173

Assets Management Portfolio Marketing 173

Calculated Risk

JANUARY 15, 2025

Financial service providers reported modest growth in lending and little change in asset quality overall, though lenders and community organizations voiced concerns about delinquencies among small businesses and lower-income households. Truck freight volumes, however, were down.

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Abnormal Returns

AUGUST 6, 2024

news.crunchbase.com) Vanguard wants to provide low-cost access to private assets. honest-broker.com) Economy Josh Brown talks with Claudia Sahm about the Sahm Rule and the state of the economy. youtube.com) Techbros love to panic about the economy. (sixcolors.com) Whatever made Instagram special is now long gone.

Financial Advising 264

Financial Advising Economy Media Assets 264

Abnormal Returns

JULY 28, 2024

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. (apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far.

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. April 2024 The S&P 500 lost 4.08% in April 2024. Good luck identifying them.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. wsj.com) Economy When will the Fed cut rates? calculatedriskblog.com) The bull case for the global economy. Crypto The crypto industry is at a crossroads, post-FTX. wsj.com) How did Singapore get so rich?

Education 289

Education Startup Financial Advising Economy 289

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theinformation.com) Economy State coincident indicators show a slowing economy. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise.

Financial Advising 285

Financial Advising Economy Media Assets 285

Abnormal Returns

SEPTEMBER 1, 2024

(scheplick.com) ETFs Leveraged single-stock ETF continue to attract assets and attention. ft.com) Policy Why housing (policy) matters so much for the economy. wsj.com) Economy Q3 GDP is tracking mid-2% growth. finance.yahoo.com) Newly launched ETFs are coming with higher fees these days. (fa-mag.com)

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

SEPTEMBER 27, 2024

youngmoney.co) Finance ETF assets in the U.S. nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. Markets Most stocks are working right now. theirrelevantinvestor.com) Some investments are an IQ test. just hit $10 trillion.

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. finance.yahoo.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." capitalspectator.com) Not surprisingly, Nvidia ($NVDA) has been the biggest index contributor YTD. bigtechnology.com) The AI revolution is already losing steam.

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

SEPTEMBER 15, 2024

(visualcapitalist.com) Strategy Are money market fund assets a bond substitute or stock substitute? wsj.com) Buffered ETFs keep gaining assets. washingtonpost.com) Economy Just how restrictive is monetary policy right now? awealthofcommonsense.com) Why great companies don't always make for great stocks.

Marketing 275

Marketing Marketing Financial Advising Media 275

Abnormal Returns

JUNE 21, 2024

vulture.com) Economy Scott Galloway talks with Kyla Scanlon author of "In This Economy? youtube.com) Jeff Malec talks the carry trade with Rodrigo Gordillo and Adam Butler of ReSolve Asset Management. Listening The Longform Podcast is calling it quits. How Money & Markets Really Work." goodlifeproject.com) Dr.

Economy 278

Economy Management Retirement Economics 278

Abnormal Returns

MARCH 27, 2025

wsj.com) The ETF is not the right structure for every asset. gallup.com) Economy Weekly initial unemployment claims are hanging in there. (spyglass.org) Finance Robinhood ($HOOD) is expanding its service offerings to banking and wealth management. ft.com) Work Why American companies keep hiring in India.

Wealth Management 147

Wealth Management Media Banking Economy 147

Abnormal Returns

NOVEMBER 15, 2024

money market mutual funds now have more than $7 trillion in assets. spyglass.org) Economy Industrial production fell in October 2024. (alphaarchitect.com) How the activist short selling ecosystem works. on.ft.com) Fund management 2024 could see $1 trillion in U.S. ETF inflows, a record. msn.com) U.S. bonddad.blogspot.com) The U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147