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.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

OCTOBER 9, 2023

Strategy The key to successful investing is patience. 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.

Financial Advising 287

Financial Advising Media Economics Banking 287

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? 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. nytimes.com) What's new in GPT-4.

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Abnormal Returns

JULY 14, 2024

humbledollar.com) Investment professionals should consciously avoid using jargon. 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? Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

MARCH 10, 2023

(tker.co) Strategy Investing off headlines is a fool's errand. theirrelevantinvestor.com) Don't try to invest like Yale, unless you have Yale-like resources. creativeplanning.com) Silicon Valley Bank Regulators have shuttered Silicon Valley Bank. cnbc.com) How Silicon Valley Bank reached insolvency.

Financial Advising 245

Financial Advising Banking Economy Media 245

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. axios.com) Earlier on Abnormal Returns Podcast links: busting investment myths. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

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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

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. 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. realreturns.blog) The 60/40 portfolio never went away.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

DECEMBER 19, 2023

ft.com) UBS wants to rebuild its investment banking in the U.S. stayathomemacro.substack.com) Earlier on Abnormal Returns Research links: persistent investment factors. abnormalreturns.com) Adviser links: providing real advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 289

Financial Advising Startup Media Banking 289

Abnormal Returns

DECEMBER 6, 2023

allstarcharts.com) The more room you can put between yourself and your investments, the better. 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.'

Financial Advising 278

Financial Advising Media Banking Management 278

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

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Retirement Commission Banking Financial Advising 246

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. economist.com) Earlier on Abnormal Returns Adviser links: starting small.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

FEBRUARY 26, 2024

mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' news.crunchbase.com) Finance Small cap banks are underperforming. pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement. 2023 numbers.

Financial Advising 263

Financial Advising Startup Numbers Media 263

Abnormal Returns

NOVEMBER 22, 2023

theatlantic.com) Finance Banks are planning to start.lending again. ft.com) Do you really want your target-date fund investing direct real estate? 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.

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

DECEMBER 29, 2022

bloomberg.com) Bonuses are on the chopping block at the big banks. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Creator financing is going mainstream. Then check out our weekly e-mail newsletter.

Financial Advising 275

Financial Advising Startup Food Media 275

Abnormal Returns

JANUARY 4, 2024

(wsj.com) Companies Ark Investment Management is still (very) bullish on Tesla ($TSLA). banking system is safer, but less innovative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) How Costco ($COST) succeeds by focusing on customers and employees. ft.com) The U.S.

Financial Advising 262

Financial Advising Media Banking Economy 262

Abnormal Returns

NOVEMBER 29, 2023

arstechnica.com) Paying zero interest rates: why it's good to be a bank. ft.com) Charlie Munger Charlie Munger taught us how to think, not just about investing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? buggyhuman.substack.com) Charlie Munger was Warren Buffett's alter ego.

Financial Advising 278

Financial Advising Media Banking Economy 278

Abnormal Returns

SEPTEMBER 5, 2023

(awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. nytimes.com) Finance Pension funds have successfully sued the big banks over their securities lending behavior. abnormalreturns.com) Adviser links: the power of personalization. Then check out our weekly e-mail newsletter.

Financial Advising 277

Financial Advising Budgeting Manufacturing Media 277

Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Media Banking Economy 264

Abnormal Returns

APRIL 11, 2024

ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. apolloacademy.com) Big banks are testing AI to replace the grunt work done by early career analysts. Then check out our weekly e-mail newsletter.

Media 278

Media Financial Advising Economy Banking 278

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 263

Startup License Financial Advising Media 263

Abnormal Returns

MAY 4, 2023

(ft.com) Venture capital The world of venture investing has changed a lot since Andreessen Horowitz came on the scene. news.crunchbase.com) Finance How much longer can the Fed ignore the regional banking crisis? paulrlamonica.substack.com) Investors are fleeing regional bank stocks, even though depositors aren't.

Financial Advising 240

Financial Advising Media Startup Banking 240

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 276

Financial Advising Startup Media Government 276

Abnormal Returns

MARCH 29, 2023

awealthofcommonsense.com) Just because you can invest in alternative assets, means you should. realreturns.blog) Banking Who is going to pick up the lending slack from SVB? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The stock market is almost always in a drawdown.

Financial Advising 49

Financial Advising Media Banking Assets 49

Abnormal Returns

APRIL 2, 2023

Strategy Your investment strategy needs to work in all markets. 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. Then check out our weekly e-mail newsletter.

Financial Advising 240

Financial Advising Banking Economy Insurance 240

Abnormal Returns

JUNE 1, 2023

(disciplinefunds.com) There's nothing magical about dividend investing. rogersplanning.blogspot.com) How fear gets in the way of investing success. grist.org) This leveraged ETF has destroyed half of the capital invested. variety.com) AI Can AI be used to make better venture investments? bloomberg.com) There is a boom in.ai

Insurance Coverage 242

Insurance Coverage Financial Advising Insurance Media 242

Abnormal Returns

MAY 7, 2023

awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. wsj.com) Warren Buffett on the banking crisis. axios.com) Finance The banking crisis isn't over. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. annual meeting.

Financial Advising 241

Financial Advising Economy Banking Media 241

Abnormal Returns

AUGUST 7, 2023

insight.factset.com) The Bank of Japan owns some $260 billion in equity ETFs. ft.com) ESG investing is shifting toward indexing not activism. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (youngmoney.co) A closer look at Berkshire Hathaway's ($BRK.A) second quarter results.

Financial Advising 246

Financial Advising Manufacturing Media Banking 246

Abnormal Returns

FEBRUARY 1, 2023

ofdollarsanddata.com) Brokerages are attracting more customers to their banking services. axios.com) Finance On the end of the star investment banker. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (capitalspectator.com) January's market rally was kinda junky.

Financial Advising 245

Financial Advising Media Assets Banking 245

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" theverge.com) The PGA is banking on the success of 'Full Swing' to bring more interest to the sport.

Financial Advising 246

Financial Advising Media Retirement Banking 246

Abnormal Returns

FEBRUARY 6, 2024

behaviouralinvestment.com) How to pick a proper investment benchmark. msn.com) Finance JP Morgan Chase ($JPM) is once again adding bank branches. abnormalreturns.com) Adviser links: the curse of knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Abnormal Returns

MAY 2, 2023

thebasispoint.com) Do we need clawbacks for the executives of failed banks? abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. abnormalreturns.com) Adviser links: starting small. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Media Banking Accounting 246

Abnormal Returns

OCTOBER 11, 2022

theinformation.com) Bank of New York Mellon ($BK) will now custody crypto assets. wsj.com) Funds Stop investing based on your politics. abnormalreturns.com) Adviser links: behavioral considerations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Stocks are the same."

Financial Advising 246

Financial Advising Economy Media Banking 246

Abnormal Returns

AUGUST 24, 2023

ft.com) Higher interest rates continue to drag down smaller banks. wisdomtree.com) Companies Why Salesforce ($CRM) invested in Hugging Face. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) The yield curve has flattened a little bit, but remains highly inverted.

Financial Advising 246

Financial Advising Economy Media Banking 246

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

APRIL 9, 2023

(humbledollar.com) Rich people can take flyers on risky investments that you can't. wsj.com) Why so many financial services companies introduce friction into the system. bestinterest.blog) Banking The pandemic did not kill off the credit card rewards business. abnormalreturns.com) What you missed in our Saturday linkfest.

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Financial Advising Startup Financial Services Banking 227

Abnormal Returns

JUNE 25, 2023

tker.co) You can't take historical stock market statistics to the bank. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) Crypto Bitcoin had a good week. and India closer.

Financial Advising 245

Financial Advising Valuation Retail Media 245