Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. (ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: regretting regret.

Investing 245

Investing Investments Financial Advising Startup 245

Abnormal Returns

OCTOBER 19, 2023

ft.com) Sentiment How media is driving a wedge between the economy and sentiment. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims. (wsj.com) Mortgage rates have hit 8%. calculatedrisk.substack.com) Fund management Big money money managers are all in on ETFs.

Financial Advising 263

Financial Advising Investing Investments Media 263

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? October 2, 2017) Deficit Chicken Hawks vs Ronald Reagan (July 13, 2010) Politics & Investing The post Catastrophizing Debt appeared first on The Big Picture. population?

Economy 347

Economy Taxes Investing Investments 347

Abnormal Returns

JUNE 23, 2024

awealthofcommonsense.com) Successful investing requires getting your time horizon correct. scheplick.com) Business The degenerate economy is booming. msn.com) Heat is going to increasingly play a role in how the economy works. wapo.st) Economy More companies are now touting price cuts. Good luck trying to time it.

Medicine 312

Medicine Financial Advising Economy Media 312

Abnormal Returns

SEPTEMBER 29, 2024

sherwood.news) Apple Apple ($AAPL) isn't going to invest in OpenAI. crr.bc.edu) Economy The U.S. economy is not too hold or too cold. apolloacademy.com) You have to squint hard to find weakness in the economy. abnormalreturns.com) The investment world was a different place when Josh Brown started writing.

Financial Advising 298

Financial Advising Economy Media Economics 298

Abnormal Returns

OCTOBER 6, 2024

humbledollar.com) Don't make your investing more complicated than it needs to be. flyoverstocks.com) Investing doesn't need to be flashy to succeed. eig.org) Immigration affects the economy in a lot of different ways. thecausalfallacy.com) Economy The labor economy is still on track. economy at present.

Financial Advising 279

Financial Advising Economy Food Insurance 279

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." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 279

Valuation Financial Advising Startup Media 279

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. bonddad.blogspot.com) The U.S.

Financial Advising 279

Financial Advising Medical Economy Retail 279

Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. prospect.org) When did the 'degenerate economy' really take hold? awealthofcommonsense.com) Why Bill Ackman spends so much time on Twitter. sherwood.news) The CAPM doesn't work. Maybe this measure does. jlcollinsnh.com)

Economy 317

Economy Financial Market Investing Investments 317

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy.

Food 279

Food Financial Advising Media Economy 279

Abnormal Returns

JUNE 4, 2024

(bloomberg.com) Has the 'anti-woke' investing movement peaked? marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. apolloacademy.com) Anger about the economy isn't really about the economy.

Financial Advising 294

Financial Advising Economy Valuation Media 294

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' (wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. axios.com) The Cybertruck looks like a bust.

Economy 299

Economy Sales Investing Investments 299

Abnormal Returns

OCTOBER 14, 2024

mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. dariusforoux.com) Lessons learned from 20 years of investing including 'Insurance Is expensive for a reason.' etf.com) Economy Six things Presidential candidates want you to believe about the economy including 'The President controls gas prices.'

Financial Advising 279

Financial Advising Economy Assets Insurance 279

Abnormal Returns

JUNE 30, 2024

(awealthofcommonsense.com) The degenerate economy is booming. peterattiamd.com) Successful investing requires getting your time horizon correct. howardlindzon.com) Stop dissing standard deviation as a risk measure. morningstar.com) Holding cash is comfortable right now, too comfortable.

Economy 304

Economy Investing Investments Marketing 304

Abnormal Returns

FEBRUARY 27, 2024

biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. axios.com) Economy Home prices are still ticking higher. econbrowser.com) How immigration is helping the economy.

Advertising 290

Advertising Financial Advising Communication Economy 290

Abnormal Returns

JUNE 18, 2024

ofdollarsanddata.com) Pension funds could skip on the alternatives and just invest in low-cost index investments. crr.bc.edu) Strategy The many ways in which investing is NOT like poker. asia.nikkei.com) Economy Industrial production rose smartly in May. caia.org) Apple ($AAPL) is discontinuing Apple Pay Later.

Financial Advising 299

Financial Advising Media Assets Economy 299

Abnormal Returns

OCTOBER 4, 2024

tomtunguz.com) Economy Tyler Cowen talks with Kyla Scanlon author of "In This Economy? epsilontheory.com) Meb Faber talks with Brad Gerstner, founder and CIO of Altimeter Capital, about AI and Invest America. (wired.com) CEOs are increasingly going on (and hosting) podcasts. How Money & Markets Really Work."

Economy 279

Economy Investing Investments Marketing 279

Abnormal Returns

JUNE 24, 2024

(youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for. riabiz.com) Fisher Investments is a unique asset.

Financial Advising 276

Financial Advising Assets Retirement Economy 276

Abnormal Returns

JANUARY 28, 2024

fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. abnormalreturns.com) An example where investing out of spite doesn't work out. (time.com) 'Nones' are now the largest religious group in America. disciplinefunds.com) The U.S.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

SEPTEMBER 30, 2024

apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. awfulannouncing.com) Economy Is election uncertainty holding back the economy? ft.com) Immigration is making it harder to gauge the labor economy. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon.

Financial Advising 265

Financial Advising Financial Advice Economy Media 265

Abnormal Returns

MAY 20, 2024

rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. tker.co) The 18 best investing blogs of 2024. citywire.com) Economy Anecdotal evidence shows the consumer is doing well. (fortunesandfrictions.com) Why finance professionals should take less equity market risk.

Financial Advising 265

Financial Advising Media Economy Investing 265

Abnormal Returns

SEPTEMBER 27, 2024

theirrelevantinvestor.com) Some investments are an IQ test. nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. abnormalreturns.com) The investment world was a different place when Josh Brown started writing. just hit $10 trillion.

Financial Advising 279

Financial Advising Food Economy Media 279

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? ft.com) Economy The U.S. is leading the global economy, post-pandemic. hbr.org) A look at the tail winds behind the aggregates business.

Financial Advising 265

Financial Advising Media Valuation Economy 265

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 291

Financial Advising Media Economy Investing 291

Abnormal Returns

JANUARY 7, 2024

(entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice. theirrelevantinvestor.com) Don't get caught sitting in cash in 2024.

Assets 297

Assets Economy Investing Investments 297

Abnormal Returns

JULY 7, 2024

Markets How the rise of automated investing has changed the stock market. awealthofcommonsense.com) When did the 'degenerate economy' really take hold? politico.com) Economy The unemployment rates is low but headed higher. disciplinefunds.com) The labor economy is slowing. The Fed should feel comfortable cutting rates.

Financial Advising 265

Financial Advising Economy Media Economics 265

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth. hottakes.space) How the pandemic unleashed the 'introvert economy.' Tech giants want to kill them.

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Abnormal Returns

SEPTEMBER 27, 2024

Economy Barry Ritholtz talks with Kyla Scanlon author of "In This Economy? podcasts.apple.com) Max Raskin talks with Ted Sedies author of "Private Equity Deals: Lessons in Investing, Dealmaking, and Operations from Private Equity Professionals." How Money and Markets Really Work."

Economy 276

Economy Investing Investments Marketing 276

Abnormal Returns

MAY 26, 2024

downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. awealthofcommonsense.com) Why you should pay attention to your emotions when investing. slowboring.com) Economy Air travel is now well above pre-pandemic levels. calculatedriskblog.com) The economy isn't in recession, but it isn't perfect.

Financial Advising 268

Financial Advising Economy Education Media 268

The Big Picture

AUGUST 10, 2022

US Economy Facing Growth Recession. ?. Politics & Investing. Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and inversion of the 2-year/10-year curve. Source: Bloomberg , August 9th, 2022. by Matthew A. Bloomberg, August 8, 2022. August 9, 2022).

Wealth Management 306

Wealth Management Economy Management Investing 306

Abnormal Returns

SEPTEMBER 6, 2024

worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. ft.com) Economy The Fed is going to have to cut rates to stick the soft landing. sherwood.news) What does the collapse in dollar store sales tell us about the economy? (nytimes.com) How pour-over coffee got so good. unemployment rate.

Financial Advising 288

Financial Advising Media Valuation Economy 288

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 264

Financial Advising Economy Media Economics 264

The Reformed Broker

FEBRUARY 26, 2023

He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City.

Financial Advice 294

Financial Advice Economy Investing Investments 294

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. axios.com) Economy What rate cuts mean for the economy. ft.com) Are rate cuts going to help boost startup exits? tomtunguz.com) You can't spell private equity without dividend recap. espn.com) MLS contemplates a post-Messi world.

Financial Advising 276

Financial Advising Startup Manufacturing Economy 276

Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) The bond market bear market is pretty epic. ritholtz.com) Why aren't stocks down more?

Valuation 303

Valuation Economy Financial Market Portfolio 303

Abnormal Returns

OCTOBER 22, 2023

awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked.

Financial Advising 276

Financial Advising Media Economy Taxes 276

Abnormal Returns

JULY 3, 2024

Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. axios.com) Economy Weekly initial unemployment claims are ticking higher. howardlindzon.com) Good luck trying to time market factors. axios.com) What former Vanguard OCIO clients should expect.

Startup 277

Startup Financial Advising Media Economy 277