article thumbnail

Monday links: changed communication

Abnormal Returns

awealthofcommonsense.com) The November ISM manufacturing index remains weak-ish. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: loving clients' problems. (hollywoodreporter.com) 'Moana 2' just had the biggest five-day opening in history. sherwood.news) Economy Bubbles often leaving interesting stuff behind.

article thumbnail

Wednesday links: monetizable slop

Abnormal Returns

(axios.com) Fidelity just raised a $250 million venture capital fund for clients. disciplinefunds.com) Why you don't want manufacturing and construction to turn down simultaneously. advisorperspectives.com) Venture capital firm CRV is giving back capital to investors. nytimes.com) Do Canadian startups have an ambition problem?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Tuesday links: ironclad proof

Abnormal Returns

ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. (coindesk.com) Finance Financial institutions are increasingly relying on the public cloud operators. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

article thumbnail

Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

article thumbnail

Monday links: taking short positions

Abnormal Returns

slate.com) Despite some big moves, Apple ($AAPL) is still dependent on China for manufacturing. ritholtz.com) Earlier on Abnormal Returns Adviser links: setting client expectations. (theblock.co) Companies Big Tech made the same problem: expecting Covid era behavior to continue. bloomberg.com) What the Misery Index gets wrong.

article thumbnail

3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

And when conditions are this uncertain, it often makes sense to dive deeper into the factors driving the economy to better understand the risks – and opportunities – that clients may face. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246
article thumbnail

1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. to develop some idea about which of the myriad possible outcomes might be more likely to occur.

Economics 244