Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. sherwood.news) Economy Bubbles often leaving interesting stuff behind. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks.

Communication 162

Communication Manufacturing Media Banking 162

Abnormal Returns

AUGUST 5, 2022

wsj.com) Economy Sam Ro, "The U.S. newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 244

Assets Startup Financial Advising Media 244

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. abnormalreturns.com) Mixed media Americans still want more opportunities for work from home. February 2025 The S&P 500 returned -1.30% in February 2025. Well, you should. artofmanliness.com)

Media 162

Media Government Economy Assets 162

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. abnormalreturns.com) Mixed media Pantone declared "Mocha Mousse" as the color for 2025. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024.

Retail 182

Retail Media Economy Sales 182

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. abnormalreturns.com) Mixed media Why there is no new James Bond movie on the horizon. philbak.substack.com) China The percentage of U.S. Well, you should.

Media 173

Media Economy Accounting Management 173

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

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. newsletter.abnormalreturns.com) Mixed media Bad messages crowd out good ones.

Financial Advising 298

Financial Advising Media Assets Economy 298

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

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Financial media The financial media lapped up stories of "organized retail crime." ft.com) Economy Consumers are finally pushing back against higher prices. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 276

Media Financial Advising Retail Economy 276

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? wealthmanagement.com) Social media thrives on you be offended. wggtb.substack.com)

Marketing 275

Marketing Marketing Financial Advising Media 275

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. Then check out our weekly e-mail newsletter.

Financial Advising 276

Financial Advising Communication Assets Economy 276

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.' abnormalreturns.com) Adviser links: confident humility.

Retail 147

Retail Economy Media Assets 147

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. newsletter.abnormalreturns.com) Mixed media How brand preferences break down along political lines. defector.com)

Financial Advising 274

Financial Advising Manufacturing Marketing Marketing 274

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." newsletter.abnormalreturns.com) Mixed media The revenge travel trend is behind us. bigtechnology.com) The AI revolution is already losing steam.

Financial Advising 278

Financial Advising Media Retirement Economy 278

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. lefsetz.com)

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

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. abnormalreturns.com) Mixed media Users are embracing sports prediction markets. (spyglass.org) Finance Robinhood ($HOOD) is expanding its service offerings to banking and wealth management.

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. newsletter.abnormalreturns.com) Mixed media Not The Onion: The Onion has purchased Alex Jones' Infowars out of bankruptcy. (alphaarchitect.com) How the activist short selling ecosystem works.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

MARCH 20, 2025

johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. wsj.com) Media An assessment of what finance writers are earning on Substack. bloomberg.com) Economy Weekly initial claims remain quiescent. institutionalinvestor.com) The fintech startups that could go public.

Startup 130

Startup Media Retail Economy 130

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

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 Manufacturing 278

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. newsletter.abnormalreturns.com) Mixed media The best books of the year so far including "The Hunter" by Tana French.

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 264

Financial Advising Economy Media Numbers 264

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. newsletter.abnormalreturns.com) Mixed media Why Americans have seemingly stopped moving. businessinsider.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. newsletter.abnormalreturns.com) Mixed media Oakland was once the capital of pro sports. Markets Most stocks are working right now.

Financial Advising 278

Financial Advising Food Economy Media 278

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

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. wsj.com) Economy The wealth effect helped keep us out of recession in 2022. newsletter.abnormalreturns.com) Mixed media What it means to be a 'good citizen' according to Charles Schulz. npr.org) True Value Hardware is in bankruptcy.

Financial Advising 283

Financial Advising Retail Media Government 283

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 25, 2023

etf.com) Higher yields are going to be a headwind for risky asset classes. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. newsletter.abnormalreturns.com) Mixed media Personal sharing is booming on LinkedIn. noahpinion.blog)

Financial Advising 278

Financial Advising Startup Economy Media 278

Abnormal Returns

JUNE 11, 2024

blogs.cfainstitute.org) Asset pricing Procyclical stocks earn higher returns. papers.ssrn.com) A review of the research on the impact of social media on finance. priceactionlab.com) How systemic liquidity issues are a problem for the economy. (insights.finominal.com) Should tactical strategies trade on the last day of the month?

Media 263

Media Portfolio Economy Accounting 263

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. sportico.com) The new NBA media rights deal is going to pressure RSNs even more. wsj.com) Economy Weekly initial unemployment claims are ticking higher. newsletter.abnormalreturns.com) Mixed media Emotional contagion is sneaky. for the first time in awhile.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

JUNE 30, 2024

tker.co) Don't forget, stocks are real assets. econbrowser.com) Economy Q2 GDP is tracking around 2.0%. newsletter.abnormalreturns.com) Mixed media Where Warren Buffett's wealth will go after his death. (wsj.com) Strategy Europe's stock market has badly lagged the U.S. How much longer can it last? theirrelevantinvestor.com)

Financial Advising 301

Financial Advising Media Government Economy 301

Abnormal Returns

MAY 23, 2024

sherwood.news) Bad actors are abusing your most valuable asset, attention. bloomberg.com) Economy The Sahm Rule is not at-risk of triggering any time soon. newsletter.abnormalreturns.com) Mixed media It's not the job of universities to take positions on public policy issues. Then check out our weekly e-mail newsletter.

Financial Advising 261

Financial Advising Media Economy Assets 261

Abnormal Returns

MARCH 13, 2024

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." newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

APRIL 5, 2024

wsj.com) Fund management How the new Hunterbrook Media-Hunterbook Capital model will work. morningstar.com) Buffered ETFs are continuing to gain assets. wsj.com) Economy The March NFP report was 'uniformly positive.' newsletter.abnormalreturns.com) Mixed media Every company eventually ends up in the advertising business.

Financial Advising 276

Financial Advising Advertising Media Economy 276

Abnormal Returns

JUNE 20, 2024

riabiz.com) Global The UK's new PM will be dealing with a stagnant economy. foreignpolicy.com) Economy A look at weekly initial jobless claims with a seasonality lens. abnormalreturns.com) Research links: asset class access. (etf.com) Vanguard really doesn't want you to call. ft.com) Europe needs more ammo.

Financial Advising 263

Financial Advising Startup Economy Media 263

Abnormal Returns

FEBRUARY 2, 2024

econbrowser.com) How to use frozen Russian assets to benefit Ukraine. nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% nytimes.com) Economy The January NFP report showed a big jump in jobs and a 3.7% bonddad.blogspot.com) A stronger economy, for now, means higher mortgage rates.

Financial Advising 259

Financial Advising Economy Media Accounting 259