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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Medical Banking Media 278

Abnormal Returns

JULY 17, 2024

wsj.com) How Charles Schwab ($SCHW) is changing its banking business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) It's never been easier to get distracted by other people's wealth. awealthofcommonsense.com) Finance The commercial real estate mess is well under way.

Financial Advising 275

Financial Advising Media Banking Economy 275

Abnormal Returns

JANUARY 8, 2024

(riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college. investmentnews.com) Retirement How should advisers model the future for Social Security benefits?

Financial Advising 278

Financial Advising Retirement Consulting Banking 278

Abnormal Returns

OCTOBER 2, 2024

biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (downtownjoshbrown.com) Eli Lilly Can Eli Lilly ($LLY) avoid the boom/bust cycle of other pharma companies?

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

DECEMBER 21, 2023

finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (morningstar.com) What do you get when you combine momentum and quality?

Financial Advising 289

Financial Advising Media Banking Economy 289

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. Then check out our weekly e-mail newsletter.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

OCTOBER 9, 2023

humbledollar.com) Finance Private credit is the new bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (blog.validea.com) Five common mistakes investors make. blogs.cfainstitute.org) When aiming down the middle makes sense. abnormalreturns.com) What you missed in our Sunday linkest.

Financial Advising 287

Financial Advising Media Economics Banking 287

Abnormal Returns

APRIL 18, 2024

news.crunchbase.com) Finance Americans are moving their cash, putting pressure on the big banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fastcompany.com) Startups Great companies create markets, not the other way around. tomtunguz.com) How to best use SAFE notes.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

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

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 289

License Financial Advising Economy Economics 289

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? nytimes.com) Fidelity Crypto is now live.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

SEPTEMBER 7, 2023

ft.com) CRE How much commercial real estate exposure do regional banks really have? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (advisorperspectives.com) Finance Blackstone ($BX) was early on the AI trend. bloomberg.com) Salt Lake City is booming.

Financial Advising 288

Financial Advising Valuation Economy Insurance 288

Abnormal Returns

JULY 14, 2024

investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

AUGUST 9, 2024

marketwatch.com) Joe Weisenthal and Tracy Alloway talks with Goldman Sachs Chief Information Officer, Marco Argenti about how the bank uses AI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Add Lumen Technologies ($LUMN) to the AI frenzy.

Financial Advising 278

Financial Advising Media Government Banking 278

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

NOVEMBER 27, 2023

bloomberg.com) Finance Why you should expect more bank consolidation. 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? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 278

Financial Advising Media Banking Economy 278

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

AUGUST 30, 2023

(humbledollar.com) Comparing ChatGPT against a human financial adviser. wsj.com) AI could enable bank fraud via voice replication. fortune.com) Personal finance The Baby Boomers experienced an unprecedented sequence of returns. awealthofcommonsense.com) Some Americans are dropping their home insurance due to higher premiums.

Financial Advising 263

Financial Advising Retirement Insurance Banking 263

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Moderna ($MRNA) is slashing its R&D pipeline. barrons.com) Former employees of Crowdstrike Holdings ($CRWD) speak out.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

DECEMBER 6, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? time.com) The 2023 Investopedia list of the financial terms of the year, including 'bank failures.' Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Media Banking Management 278

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. ft.com) SVB failed in its communication strategy.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

MARCH 22, 2023

ft.com) Small and mid-sized banks do the heavy lifting of lending to most businesses. spilledcoffee.substack.com) The recent rash of bank failures hits harder because its been a minute. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 244

Financial Advising Banking Media Portfolio 244

Abnormal Returns

MAY 24, 2024

bigtechnology.com) More signs that Apple ($AAPL) has lost its way (slate.com) Finance Is your favorite company a bank in disguise? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (tomtunguz.com) How Shein and Temu snuck up on Amazon ($AMZN). netinterest.co) ESG outflows continue.

Financial Advising 264

Financial Advising Economy Media Banking 264

Abnormal Returns

DECEMBER 26, 2023

humbledollar.com) Finance Bank of America ($BAC) has turned around its trading division. abnormalreturns.com) Adviser links: forces you cannot control. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. I have no clue."

Marketing 264

Marketing Marketing Financial Advising Economy 264

Abnormal Returns

NOVEMBER 25, 2022

on.ft.com) Why does Alameda Research own a stake in Farmington State Bank? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto? economist.com) Why did so many people have a blind spot for FTX?

Financial Advising 264

Financial Advising Retail Economy Media 264

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. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: picking up the phone.

Financial Advising 273

Financial Advising Media Communication Banking 273

Abnormal Returns

APRIL 21, 2023

(awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? wsj.com) Finance Should Charles Schwab ($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

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors.

Financial Advising 245

Financial Advising Food Media Banking 245

Abnormal Returns

MARCH 21, 2024

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

Financial Advising 289

Financial Advising Commission Media Banking 289

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investments 288

Investments Investing Startup Financial Advising 288

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: reducing noise.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Abnormal Returns

AUGUST 1, 2024

on.ft.com) Finance Why companies should leave the marketing of their IPO to the banks. 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. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

OCTOBER 25, 2023

finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: avoiding panicky financial decisions. 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

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. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. (awealthofcommonsense.com) Just knowing that stocks go through cycles matters.

Marketing 264

Marketing Marketing Financial Advising Startup 264

Abnormal Returns

NOVEMBER 22, 2023

theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? om.co) The OpenAI fiasco highlights the importance of corporate governance. ft.com) Do you really want your target-date fund investing direct real estate?

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

AUGUST 14, 2023

axios.com) Small banks are less exposed to commercial real estate loans than commonly thought. 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? Then check out our weekly e-mail newsletter.

Financial Advising 245

Financial Advising Media Banking Economy 245