Abnormal Returns

DECEMBER 13, 2023

newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. wsj.com) Why companies aren't touting big layoffs these days.

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

OCTOBER 18, 2024

newsletter.abnormalreturns.com) Mixed media Microsoft ($MSFT) and OpenAI are seemingly on the outs. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. spyglass.org) Cringey LinkedIn content is increasingly getting called out.

Assets 278

Assets Financial Advising Communication Banking 278

Abnormal Returns

NOVEMBER 5, 2023

newsletter.abnormalreturns.com) Mixed media A list of investors who put cash into Elon Musk's purchase of Twitter. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. fastcompany.com) Would you trust an Elon Musk-backed AI model? techcrunch.com)

Assets 271

Assets Financial Advising Healthcare Economy 271

Abnormal Returns

OCTOBER 31, 2023

newsletter.abnormalreturns.com) Mixed media Just how much is China's economic growth slowing? (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. libertystreeteconomics.newyorkfed.org) Why some young Russians who fled have chosen to return.

Assets 260

Assets Financial Advising Media Economy 260

Abnormal Returns

AUGUST 5, 2022

newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. esquire.com) Have we reached 'peak Substack newsletter'?

Assets 244

Assets Startup Financial Advising Media 244

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. ” He is the author of “ Navigate the Noise: Investing in the New Age of Media and Hype.” Previously, she worked at Soros Capital Management and with Steve Cohen at SAC Capital.

Assets 182

Assets Management Media Investing 182

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. 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. wsj.com) Crypto ETFs continue to attract record inflows. Well, you should.

Communication 162

Communication Manufacturing Media Banking 162

Wealth Management

JULY 11, 2024

Rock House Financial, which works with business owners, women and social media influencers, manages $272 million in assets.

Media 278

Media Assets Management 278

Wealth Management

OCTOBER 23, 2024

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, according to a new NASAA report.

Media 274

Media Assets 274

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. newsletter.abnormalreturns.com) Mixed media The case for opting out of traditional media. (sherwood.news) T-Mobile ($TMUS) is pushing into residential fiber. noahkagan.com) Be curious.

Financial Advising 278

Financial Advising Media Economy Government 278

Wealth Management

NOVEMBER 26, 2024

The wealth channel needs a better understanding of alternative investments, and the media, asset managers and advisors themselves are all to blame.

Media 264

Media Marketing Marketing Assets 264

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. abnormalreturns.com) Mixed media Pantone declared "Mocha Mousse" as the color for 2025. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. sherwood.news) Palantir ($PLTR) did not. Well, you should.

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

MARCH 26, 2025

riabiz.com) Private assets in an exchange traded fund is an oxymoron. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 (bloomberg.com) McKinsey & Co. with their 2025 report on private equity performance. mckinsey.com) ETFs Buffer ETFs are no great innovation. Well, you should be.

Media 147

Media Accounting Assets Planning 147

Abnormal Returns

FEBRUARY 10, 2025

bloomberg.com) You need a strategy to survive the commoditization of the asset management industry. abnormalreturns.com) Mixed media Why there is no new James Bond movie on the horizon. (mailchi.mp) Fund management Endowment funds are not simply savings accounts. philbak.substack.com) China The percentage of U.S. Well, you should.

Media 173

Media Accounting Economy Management 173

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. newsletter.abnormalreturns.com) Mixed media An example why bands should sell their catalogs before they pass. wealthmanagement.com) Social media thrives on you be offended.

Marketing 275

Marketing Marketing Financial Advising Media 275

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. newsletter.abnormalreturns.com) Mixed media Bad messages crowd out good ones. Markets Market breadth is not great.

Financial Advising 298

Financial Advising Media Assets Economy 298

The Big Picture

SEPTEMBER 28, 2022

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. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

APRIL 30, 2024

morganstanley.com) How much do valuations matter for multi-asset investing? entrylevel.topdowncharts.com) How social media has helped analysts improve their earnings estimates. (alphaarchitect.com) Research Managed futures returns are lumpy. rcmalternatives.com) What valuations miss.

Valuation 262

Valuation Media Portfolio Assets 262

Abnormal Returns

JULY 15, 2024

sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. newsletter.abnormalreturns.com) Mixed media Political violence is nothing new in America. natesilver.net)

Financial Advising 263

Financial Advising Wealth Management Assets Media 263

Abnormal Returns

MARCH 3, 2025

on.spdji.com) How major asset classes performed in February 2025. 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. capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market.

Media 162

Media Government Economy Assets 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. newsletter.abnormalreturns.com) Mixed media SpaceX pulled off a huge coup, successfully landing the Spaceship rocket back on the pad.

Financial Advising 278

Financial Advising Economy Assets Insurance 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

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." newsletter.abnormalreturns.com) Mixed media A look at how higher interest rates have increased the cost of home ownership.

Media 276

Media Financial Advising Retail Economy 276

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. abnormalreturns.com) Mixed media The Boston Celtics were just sold for a record price. Well, you should be.

Startup 130

Startup Media Retail Economy 130

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. newsletter.abnormalreturns.com) Mixed media 8 ways of connecting including 'Connection with creative human expression in art.' Then check out our weekly e-mail newsletter.

Financial Advising 276

Financial Advising Communication Assets Economy 276

Abnormal Returns

MAY 21, 2024

papers.ssrn.com) Social media is filled with finluencers with limited skill. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. capitalspectator.com)

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Abnormal Returns

JULY 9, 2024

Asset pricing The CAPM doesn't work. klementoninvesting.substack.com) Quant stuff More research is being done on the interaction between social media and market outcomes. klementoninvesting.substack.com) Quant stuff More research is being done on the interaction between social media and market outcomes. Maybe this measure does.

Budgeting 264

Budgeting Media Assets Marketing 264

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. newsletter.abnormalreturns.com) Mixed media The revenge travel trend is behind us. capitalspectator.com) Not surprisingly, Nvidia ($NVDA) has been the biggest index contributor YTD. Then check out our weekly e-mail newsletter. bloomberg.com) The live music boom is ebbing.

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

MARCH 27, 2025

wsj.com) The ETF is not the right structure for every asset. abnormalreturns.com) Mixed media Users are embracing sports prediction markets. (sherwood.news) ChatGPT has the buzz that Apple ($AAPL) used to. spyglass.org) Finance Robinhood ($HOOD) is expanding its service offerings to banking and wealth management. Well, you should be.

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. 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. on.ft.com) Fund management 2024 could see $1 trillion in U.S. msn.com) U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. papers.ssrn.com) Media (economic) sentiment has gotten increasingly negative over the past 50 years. papers.ssrn.com) A primer on private credit. sapientcapital.com) How the ETF came to be.

Distribution 262

Distribution Media Assets Economics 262

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. newsletter.abnormalreturns.com) Mixed media Emotional contagion is sneaky. capitalspectator.com) The S&P SmallCap 600 was up 10.8% for the first time in awhile. vox.com)

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

SEPTEMBER 17, 2024

klementoninvesting.substack.com) People trade crypto and traditional assets differently. papers.ssrn.com) How hard (or easy) is it to identify misinformation on social media? (mailchi.mp) Retail Who underdiversifies the most? acadian-asset.com) What people focus on when looking at price charts. Yes and no. papers.ssrn.com)

Retail 264

Retail Media Accounting Assets 264

Abnormal Returns

DECEMBER 10, 2024

ft.com) Every asset manager's annual outlook reads the same. abnormalreturns.com) Mixed media Creators are finding it hard to make it just on YouTube revenues. (bilello.blog) The stock market is up big in 2024, but these stocks are down big. abnormalreturns.com) Adviser links: confident humility. Well, you should.

Retail 147

Retail Economy Media Assets 147

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. newsletter.abnormalreturns.com) Mixed media Every company eventually ends up in the advertising business. (barrons.com) Why Costco's ($COST) gold bars are such a hot commodity.

Financial Advising 276

Financial Advising Advertising Media Accounting 276

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. newsletter.abnormalreturns.com) Mixed media Sports betting is now live in Kansas. legalsportsreport.com) Another sign that sports betting has taken over the media. defector.com) Sports media and sports betting have effectively merged.

Startup 246

Startup Financial Advising Media Economy 246