Abnormal Returns

FEBRUARY 14, 2023

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. behaviouralinvestment.com) The more a fund investing in alternatives, the more it needs to manage cash requirements.

Investments 246

Investments Investing Financial Advising Economy 246

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. newsletter.abnormalreturns.com) Mixed media You don't have to post about every horrible thing in the world. Rates Bonds have had a lost decade.

Financial Advising 263

Financial Advising Investments Investing Media 263

Abnormal Returns

MARCH 13, 2025

Strategy The stock market is a big distraction to the business of investing. eater.com) Economy Still no meaningful pickup in weekly initial unemployment claims. abnormalreturns.com) Mixed media Immigration drove population growth in cities. albertbridgecapital.com) Six reasons to avoid hedge funds, including high fees.

Economy 162

Economy Media Investing Investments 162

Abnormal Returns

MARCH 14, 2025

monevator.com) How bad investment decisions feed on themselves. wsj.com) Angel investing ain't easy. electrek.co) Economy We're closer to a recession than we have been in awhile. abnormalreturns.com) Mixed media How good is the data linking exercise and better mental health? morningstar.com) A 10% correction is a blip.

License 147

License Media Economy Investments 147

Abnormal Returns

MARCH 6, 2025

statsignificant.com) Economy Recessions have some permanent effects. calculatedriskblog.com) Policy volatility can't be great for the economy. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out! abnormalreturns.com) Mixed media FiveThirtyEight is shutting down. Well, you should.

Economy 147

Economy Media Management Investments 147

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile?

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

FEBRUARY 14, 2025

(wsj.com) A speculative, but cautionary take against investing in TIPS. bloomberg.com) AI dominates VC investment. wired.com) Economy Industrial production rose in January. abnormalreturns.com) Mixed media Rural women are increasingly saying no to marriage. sherwood.news) VC A slew of unicorns have become zombies.

Advertising 173

Advertising Government Manufacturing Media 173

Abnormal Returns

SEPTEMBER 15, 2023

ft.com) Venture capital Most companies are not suitable for a venture capital investment. msn.com) Economy Is the decline in inflation done? newsletter.abnormalreturns.com) Mixed media David Deming, "In creative jobs, good decisions beat hard work every time." chrisneumann.com) Which companies might go through the IPO window?

Investments 264

Investments Investing Financial Advising Manufacturing 264

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. Two separate data sets reveal point to a major source of this angst.

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

JANUARY 14, 2025

finance.yahoo.com) Finance Fidelity Investments is entering into the stock transfer agent market. finance.yahoo.com) Economy Why is the term premium on the rise? abnormalreturns.com) Mixed media This divergence explains a lot about dating life in the U.S. axios.com) Databricks is raising venture debt. Well, you should.

Compliance 182

Compliance Communication Media Economy 182

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. newsletter.abnormalreturns.com) Mixed media Evan Armstrong, "Finding ways to imbue each moment with meaning and purpose and effort is the only path to long-term happiness."

Investments 245

Investments Investing Financial Advising Startup 245

Abnormal Returns

JANUARY 28, 2025

ofdollarsanddata.com) Investing success is more about temperament than intelligence. wsj.com) Economy The November Case-Shiller report showed a 3.8% abnormalreturns.com) Mixed media Americans just keep on betting more on sports. sherwood.news) A third of sports bettors see it as an 'investment.' Well, you should.

Media 162

Media Economy Investments Investing 162

Abnormal Returns

FEBRUARY 23, 2024

newsletter.rationalwalk.com) Economy How to parse a CPI report. newsletter.abnormalreturns.com) Mixed media 37 pieces of career advice including '​All success is a lagging indicator​… all the good stuff (and bad stuff) is downstream from choices made long before.' (wsj.com) PE-backed car washes are popping up all over the country.

Investments 263

Investments Investing Financial Advising Media 263

Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. nytimes.com) Economy Disinflation isn't moving in a straight line. newsletter.abnormalreturns.com) Mixed media Why Keanu Reeves limits the use of VFX on his person without prior approval. Markets European natural gas prices are back down to Q4 2021 levels.

Investments 245

Investments Investing Financial Advising Media 245

Abnormal Returns

JANUARY 23, 2025

techcrunch.com) Even institutional investors can't get information on their private equity investments. wsj.com) More new ETFs are using derivatives as a part of their investment strategy. nytimes.com) Economy The 2-year Treasury and Fed fund rates are trading in line with each other. (wsj.com) Ramp is expanding its offerings.

Media 173

Media Economy Portfolio Investments 173

Abnormal Returns

FEBRUARY 20, 2025

axios.com) Economy Weekly initial unemployment claims are hanging in there. abnormalreturns.com) Mixed media Natural hazards make Greenland a dangerous place to extract minerals. sherwood.news) Don't 'invest' in diamonds. (howardlindzon.com) Don't underestimate the impact of this change in American foreign policy.

Startup 162

Startup Manufacturing Media Economy 162

Abnormal Returns

JANUARY 22, 2025

economy is spending less time in recession. disciplinefunds.com) Investing is hard because the future is uncertain. spyglass.org) Google ($GOOGL) is making an additional investment in Anthropic. abnormalreturns.com) Mixed media Tesla ($TSLA) is increasingly tied to Musk's public actions. econbrowser.com) Strategy The U.S.

Financial Advising 147

Financial Advising Insurance Media Economy 147

Abnormal Returns

DECEMBER 3, 2024

wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. reuters.com) Economy Quits and job openings are down year-over-year. economy is still pretty dynamic, for now. abnormalreturns.com) Mixed media Why do people love watching yards get cleaned up on YouTube? calculatedriskblog.com) The U.S.

Math 147

Math Valuation Startup Economy 147

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 278

Food Financial Advising Media Economy 278

Abnormal Returns

NOVEMBER 6, 2024

finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities. spyglass.org) AI The Novo Nordisk Foundation is investing big in AI. wsj.com) Economy Some signs the economy is slowing. It's getting cutthroat out there. cnet.com) How AI could filter through Apple's ($AAPL) products.

Financial Advising 173

Financial Advising Economy Media Sales 173

Abnormal Returns

FEBRUARY 10, 2025

Markets Too many people confusing speculating for investing. reuters.com) Global The Russian economy is under increasing pressure. abnormalreturns.com) Mixed media Why there is no new James Bond movie on the horizon. ritholtz.com) The end of ZIRP did not kill off speculation. philbak.substack.com) China The percentage of U.S.

Media 173

Media Economy Accounting Management 173

Abnormal Returns

MAY 20, 2024

rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. tker.co) The 18 best investing blogs of 2024. citywire.com) Economy Anecdotal evidence shows the consumer is doing well. ETF providers 0.

Financial Advising 264

Financial Advising Media Economy Investments 264

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? sportico.com) Bill Belichick has become a media star.

Financial Advising 287

Financial Advising Media Valuation Economy 287

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 297

Financial Advising Economy Media Economics 297

Abnormal Returns

DECEMBER 10, 2024

sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements. theatlantic.com) Economy Outside of shelter, inflation is still pretty quiescent.

Retail 147

Retail Economy Media Assets 147

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. Then check out our weekly e-mail newsletter.

Financial Advising 274

Financial Advising Media Economy Taxes 274

Abnormal Returns

MARCH 20, 2025

morningstar.com) Books Barry Ritholtzs "How Not to Invest" is a 'very informative book about investing that is most importantly a lot of fun.' wsj.com) Media An assessment of what finance writers are earning on Substack. bloomberg.com) Economy Weekly initial claims remain quiescent. Well, you should be.

Startup 130

Startup Media Retail Economy 130

Abnormal Returns

FEBRUARY 7, 2025

(honest-broker.com) Economy Patrick Collison talks with Noah Smith about the energy transition, falling fertility and thoughts on longer term growth. freakonomics.com) Business Josh and Michael talk real estate, investing and sports with David J.

License 147

License Education Retail Media 147

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 298

Financial Advising Media Assets Economy 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 278

Financial Advising Economy Food Insurance 278

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. Then check out our weekly e-mail newsletter.

Financial Advising 293

Financial Advising Economy Valuation Media 293

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 278

Valuation Financial Advising Startup Media 278

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. nixons.substack.com) How fast is India's economy really growing? (morningstar.com) Is the worst over for the UK stock market?

Media 278

Media Financial Advising Economy Banking 278

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. newsletter.abnormalreturns.com) Mixed media California rejected, for now, legalized sports betting. (protocol.com) Housing Redfin ($RDFN) is laying off 13% of its workforce and is getting out of the home flipping business.

Investments 246

Investments Investing Financial Advising Advertising 246

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 278

Financial Advising Medical Economy Retail 278

Abnormal Returns

AUGUST 22, 2024

(wealthmanagement.com) Fund management How passive investing has created market inefficiencies. thecooldown.com) Economy The manufacturing sector is weakening. newsletter.abnormalreturns.com) Mixed media Online influencers are jumping on the newsletter bandwagon. youngmoney.co) Hedge funds are pulling back from the Mag 7.

Financial Advising 275

Financial Advising Media Manufacturing Economy 275

Abnormal Returns

OCTOBER 27, 2023

awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. econbrowser.com) The Fed is putting the economy at risk.

Media 277

Media Financial Advising Economy Numbers 277