Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. wsj.com) Economy What is the freight industry tell us about the economy?

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. wsj.com) Economy All things considered the American consumer is in good shape. abnormalreturns.com) Adviser links: eschewing certainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. abnormalreturns.com) Adviser links: motivational interviewing. morningstar.com) For alternatives, Is illiquidity a feature or a bug?

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. etf.com) Economy Real wages are now above pre-pandemic levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Bonds outperform bills leading up to a Fed rate cut.

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

APRIL 12, 2024

Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio. vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. abnormalreturns.com) Some interesting developments in the financial media space. Then check out our weekly e-mail newsletter.

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. 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? Strategy The stock market has changed so much over the past 50 years.

Financial Advising 262

Financial Advising Economics Government Media 262

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.' abnormalreturns.com) What you missed in our Sunday linkfest.

Media 276

Media Financial Advising Retail Economy 276

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. 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 Startup Valuation Economy 244

Abnormal Returns

MARCH 4, 2024

washingtonpost.com) Economy it's not just the U.S. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? lefsetz.com) The financialization of art is really complicated.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? politico.com) Why the U.S.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. noahpinion.blog) Economy Higher inflation has not deterred consumer spending. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why it's a great time to be an investor.

Financial Advising 263

Financial Advising Media Economy Portfolio 263

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. npr.org) Economy Why wealth inequality is growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. marketwatch.com) Economy Why the Fed needs a new model of inflation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wealthmanagement.com) Finance Higher real yields are going to impact all manner of sectors.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. theinformation.com) Economy Producer price increases are easing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Sometimes your best trade is a loss. Then check out our weekly e-mail newsletter.

Financial Advising 236

Financial Advising Startup Media Economy 236

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Retail Economy Media 246

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? cnn.com) Economy Some additional signs that the economy is rolling over. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) GMO loves deep value stocks.

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. 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 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 241

Financial Advising Economy Banking Media 241

Abnormal Returns

AUGUST 22, 2023

ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (msn.com) The Long Cramer Tracker ETF ($LJIM) is closing its doors.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnbc.com) The banking industry's 'crisis phase' may be over for now. inventory drawdown finally over?

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. spilledcoffee.substack.com) Economy PPI confirms whats happening with CPI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? In fact, just the opposite is true. Then check out our weekly e-mail newsletter.

Financial Advising 244

Financial Advising Insurance Media Economy 244

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 240

Financial Advising Banking Economy Insurance 240

Abnormal Returns

JUNE 10, 2024

awealthofcommonsense.com) Why it is counterproductive to look at your portfolio too often. hunterwalk.com) Finance Three of the biggest financial firms (Blackrock, JP Morgan Chase and Blackstone) all have CEOs at or near retirement age. investmentnews.com) Economy The U.S. economy is lapping the competition.

Financial Advising 201

Financial Advising Startup Economy Insurance 201

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses." (anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

MARCH 14, 2023

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% abnormalreturns.com) Adviser links: holistic financial guidance. nytimes.com) What's new in GPT-4.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? businessinsider.com) Economy Weekly initial unemployment claims are on the rise. 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 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. wsj.com) Economy "The Fed is no longer behind the curve." abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Retail Media Economy 246