Abnormal Returns

SEPTEMBER 7, 2023

ft.com) CRE How much commercial real estate exposure do regional banks really have? nytimes.com) Economy Weekly initial unemployment claims are off their lows of a year ago. disciplinefunds.com) Have Fed rate hikes already worked its way through the economy? bloomberg.com) Salt Lake City is booming.

Financial Advising 288

Financial Advising Valuation Economy Insurance 288

Abnormal Returns

JULY 17, 2024

(wsj.com) How Charles Schwab ($SCHW) is changing its banking business. spyglass.org) Economy Industrial production rose in June. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? riabiz.com) Apple Taboola is going to sell ads for Apple ($AAPL).

Financial Advising 275

Financial Advising Media Banking Economy 275

Abnormal Returns

MARCH 10, 2023

(creativeplanning.com) Silicon Valley Bank Regulators have shuttered Silicon Valley Bank. cnbc.com) How Silicon Valley Bank reached insolvency. netinterest.co) Silicon Valley Bank didn't have a Chief Risk Officer for most of 2022. nongaap.substack.com) How rising interest rates have hurt bank balance sheets.

Financial Advising 245

Financial Advising Banking Economy Media 245

Abnormal Returns

OCTOBER 2, 2024

biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

NOVEMBER 8, 2023

appleinsider.com) Banking There is a good reason why companies pay banks for fairness opinions. capitalgains.thediff.co) Did banks botch the recent batch of IPOs? wsj.com) Bank bonus season is looking bleak this year. noahpinion.blog) Economy What inventory levels tell us about the housing market.

Financial Advising 278

Financial Advising Medical Banking Media 278

Abnormal Returns

DECEMBER 21, 2023

finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. bloomberg.com) Economy Still no meaningful uptick in weekly initial unemployment claims. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Work schedules are now all out of step.

Financial Advising 289

Financial Advising Media Banking Accounting 289

Abnormal Returns

MAY 24, 2024

bigtechnology.com) More signs that Apple ($AAPL) has lost its way (slate.com) Finance Is your favorite company a bank in disguise? healthline.com) Economy Keep an eye on real disposable income growth. apolloacademy.com) How the last 20 years in the economy have played out. netinterest.co) ESG outflows continue.

Financial Advising 264

Financial Advising Economy Media Banking 264

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

DECEMBER 26, 2023

(humbledollar.com) Finance Bank of America ($BAC) has turned around its trading division. nytimes.com) Economy Case-Shiller showed a 4.8% nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? abnormalreturns.com) Adviser links: forces you cannot control.

Marketing 264

Marketing Marketing Financial Advising Economy 264

Abnormal Returns

NOVEMBER 25, 2022

thereformedbroker.com) The S&P 500 is not the economy. on.ft.com) Why does Alameda Research own a stake in Farmington State Bank? championbets.com.au) Economy What odds do term spread models put on a recession? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Retail Economy Media 264

Abnormal Returns

APRIL 18, 2024

news.crunchbase.com) Finance Americans are moving their cash, putting pressure on the big banks. economist.com) Economy Weekly initial unemployment claims have essentially been in a range for the past two years. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Abnormal Returns

JULY 14, 2024

investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. nbcnews.com) Economy An economic soft landing is still on track. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tker.co) Surging immigration has not boosted inflation.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. blockworks.co) Economy Q3 GDP nowcasts still show robust growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 277

Portfolio Financial Advising Economy Media 277

Abnormal Returns

AUGUST 20, 2024

behaviouralinvestment.com) Finance Banks are still sitting on loans to Elon Musk to purchase Twitter. global-macro-monitor.com) Economy The economy is still adjusting to the realities of a post-Covid landscape. abnormalreturns.com) Adviser links: realistic deepfakes. wsj.com) Defense tech is a hot sector for VCs.

Financial Advising 255

Financial Advising Media Economy Banking 255

Abnormal Returns

NOVEMBER 22, 2023

(theatlantic.com) Finance Banks are planning to start.lending again. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

NOVEMBER 27, 2023

(bloomberg.com) Finance Why you should expect more bank consolidation. forbes.com) Economy Gasoline prices have fallen 60 days straight. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: safety and reliability. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Media Banking Economy 278

Abnormal Returns

APRIL 11, 2024

apolloacademy.com) Big banks are testing AI to replace the grunt work done by early career analysts. nixons.substack.com) How fast is India's economy really growing? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? compounderspod.substack.com) Finance M&A volume is picking up.

Media 278

Media Financial Advising Economy Banking 278

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. wsj.com) Economy Hiring has slowed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Moderna ($MRNA) is slashing its R&D pipeline. nytimes.com) 25 or 50? Probably 25.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

MAY 5, 2023

nytimes.com) Banking How the banking crisis is affecting fintech startups. semafor.com) Regional banks have long term profitability issues but customers aren't panicking. ft.com) It's hard to see how we don't have fewer, bigger banks in the future. (bloomberg.com) How Layoffs.fyi spawned a new business.

Financial Advising 240

Financial Advising Startup Media Banking 240

Abnormal Returns

APRIL 1, 2024

morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

APRIL 19, 2023

nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? oaktreecapital.com) Startup Tellus is not a bank. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

MARCH 17, 2023

Finance Why First Republic Bank ($FRC) isn't bouncing. semafor.com) Money moves so quickly making it hard to combat a bank run. mrzepczynski.blogspot.com) The Fed is a bad bank regulator. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession?

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MARCH 15, 2023

huddleup.substack.com) Silicon Valley Bank How Silicon Valley Bank took its eye off the risk management ball. wsj.com) Banking has risks that other industries simply don't. washingtonpost.com) Economy The economy is on the verge of a manufacturing recession. (variety.com) How 'Ted Lasso' has become a big business.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Abnormal Returns

MARCH 3, 2024

(wsj.com) The policy approach to the banking system is 'incoherent.' economy is filled with technical debt. goodgoodgood.co) Economy Freight volume is slowing. goodgoodgood.co) Economy Freight volume is slowing. mrzepczynski.blogspot.com) The case that the economy is doing just fine. politico.com) The U.S.

Financial Advising 255

Financial Advising Economy Media Banking 255

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI. slate.com) Economy The May PCE increased 2.6% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? You need a path through.

Financial Advising 245

Financial Advising Food Media Banking 245

Abnormal Returns

MARCH 21, 2024

wsj.com) Economy Weekly initial unemployment claims are still at historically low levels. capitalspectator.com) 300 years of central bank rates. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? calculatedriskblog.com) The market still expects cuts in June and July.

Financial Advising 289

Financial Advising Commission Media Banking 289

Abnormal Returns

MAY 1, 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. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. etftrends.com) Economy Is the U.S. (twitter.com) Crypto Gary Gensler's SEC has been busy.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

NOVEMBER 28, 2023

advisorhub.com) Why private banks fight over law firm relationships. cnbc.com) Economy There is still little sign of weakness in consumer spending. cnbc.com) Economy There is still little sign of weakness in consumer spending. tker.co) Why haven't higher interest rates crush the economy? year-over-year through September.

Financial Advising 269

Financial Advising Advertising Economy Media 269

Abnormal Returns

APRIL 2, 2023

thereformedbroker.com) Banks Why SVB was able to skate stricter bank regulation. nytimes.com) Regional banks are a linchpin for the economy. nytimes.com) Why banks resist mark-to-market accounting rules. bloomberg.com) Economy Why we should be celebrating the current employment situation.

Financial Advising 240

Financial Advising Banking Economy Insurance 240

Abnormal Returns

APRIL 11, 2023

cnbc.com) Finance The majority of commercial real estate loans aren't owned by banks. wsj.com) Economy What Jamie Dimon is worried about. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 243

Financial Advising Startup Food Banking 243

Abnormal Returns

OCTOBER 24, 2024

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. barrons.com) By this measure, corporations are in good financial shape. 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

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) How Avantis became one of the fastest growing ETF providers.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

MARCH 14, 2023

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. ft.com) Social media will change any future financial crisis. engadget.com) Economy February CPI showed 6.0%

Startup 244

Startup Financial Guidance Financial Advising Banking 244

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. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

APRIL 24, 2023

advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life.

Marketing 264

Marketing Marketing Financial Advising Startup 264

Abnormal Returns

AUGUST 14, 2023

(axios.com) Small banks are less exposed to commercial real estate loans than commonly thought. qz.com) Economy When is the first Fed rate cut coming? econbrowser.com) Earlier on Abnormal Returns Adviser links: financial compassion. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Media Banking Economy 245

Abnormal Returns

OCTOBER 16, 2023

ft.com) Finance The global banking business is doing just fine, thank you. axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023.

Financial Advising 273

Financial Advising Media Communication Banking 273