Abnormal Returns

NOVEMBER 29, 2024

wsj.com) Social media Australia just voted into law a social media ban for children under the age of 16. nytimes.com) Economy The Russian Ruble is tumbling in value. (ft.com) Retail How Target ($TGT) lost its shine. wsj.com) Black Friday sales are now more annoying than ever. Well, you should.

Media 162

Media Retail Economy Economics 162

The Big Picture

OCTOBER 19, 2023

The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). We are what we eat, media diet included. And the words expressing “Joy” or “Neutral?”

Media 351

Media Economy Economics Wealth Management 351

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) Mixed media FiveThirtyEight is shutting down. (hollywoodreporter.com) How long should you watch a show before giving up? Well, you should. natesilver.net)

Economy 147

Economy Media Management Investments 147

The Big Picture

JANUARY 2, 2025

and other big firms sent out their calls for 2024, a consensus took shape: After surging more than 20% as artificial intelligence breakthroughs unleashed a tech-stock boom and the economy kept defying the doomsayers, the S&P 500 Index would likely scratch out only a modest gain. So as strategists at Bank of America Corp.,

Banking 345

Banking Planning Economics Investments 345

Abnormal Returns

DECEMBER 2, 2024

sherwood.news) Economy Bubbles often leaving interesting stuff behind. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. The TSA screened a record number of passengers on Sunday. reuters.com) America loves the Macy's Thanksgiving Day Parade. abnormalreturns.com) You can now follow us on Bluesky.

Communication 162

Communication Manufacturing Media Banking 162

Abnormal Returns

JANUARY 14, 2025

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. (sherwood.news) Self-service kiosks aren't shy about asking a customer to super size their order. edition.cnn.com) Dutch Bros. BROS) is opening its 1000th location. wsj.com)

Compliance 182

Compliance Communication Media Economy 182

Abnormal Returns

MARCH 12, 2025

arstechnica.com) Economy The February CPI report showed a 2.8% abnormalreturns.com) Mixed media Tearing stuff down doesn't create anything. (finance.yahoo.com) Europe Why America betrayed Europe. noahpinion.blog) Why would a foreign company want to re-enter the Russian market? ft.com) Is there a good alternative to Starlink?

Media 162

Media Economy Economics Marketing 162

Abnormal Returns

MARCH 14, 2025

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? (theatlantic.com) America's perception of Tesla ($TSLA) is sinking. sherwood.news) Tesla ($TSLA) owners are removing badges from their vehicles.

License 147

License Media Economy Investments 147

Abnormal Returns

MARCH 3, 2025

standard.co.uk) Economy The good producing sector is flatlining. abnormalreturns.com) Mixed media Americans still want more opportunities for work from home. (paulkrugman.substack.com) UK Global investors HATE small cap UK stocks. ft.com) The UK has expensive housing AND expensive energy. Well, you should. artofmanliness.com)

Media 162

Media Government Economy Assets 162

Abnormal Returns

DECEMBER 3, 2024

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? (theatlantic.com) Ukraine is struggling to keep the power on as Russia continues to target civilian infrastructure.

Math 147

Math Valuation Startup Economy 147

Abnormal Returns

MARCH 24, 2025

wsj.com) Economy Four factors that help identify a coming recession. abnormalreturns.com) Mixed media Park Avenue is still a hot office building destination. (wapo.st) Focusing exclusively on fraud will make it harder for legitimate recipients to get Social Security benefits. optimisticallie.com) The employment situation is weak.

Media 162

Media Government Accounting Economy 162

Abnormal Returns

JULY 31, 2024

wealthmanagement.com) Economy All the data is pointing toward the need for a Fed rate cut. economy outperformed Europe, post-Covid? newsletter.abnormalreturns.com) Mixed media The case for opting out of traditional media. (morningstar.com) Nouriel Roubini is launching an ETF. wsj.com) Why has the U.S.

Financial Advising 278

Financial Advising Media Economy Government 278

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. (howardlindzon.com) Don't underestimate the impact of this change in American foreign policy. abnormalreturns.com) You can now follow us on Bluesky.

Startup 162

Startup Manufacturing Media Economy 162

Abnormal Returns

AUGUST 23, 2024

fastcompany.com) Economy It's hard not to argue the economy is weakening. newsletter.abnormalreturns.com) Mixed media Why physical media is making a comeback. (coxautoinc.com) Ford ($F) is backtracking on big EV SUVs and doubling down on hybrids. disciplinefunds.com) Jobs numbers get revised all the time.

Financial Advising 263

Financial Advising Media Economy Numbers 263

Abnormal Returns

FEBRUARY 14, 2025

wired.com) Economy Industrial production rose in January. abnormalreturns.com) Mixed media Rural women are increasingly saying no to marriage. (axios.com) It's hard to plan when the U.S. government is breaking legal contracts. nytimes.com) DOGE DOGE's website is less than secure. abnormalreturns.com) Longform links: built not born.

Advertising 173

Advertising Government Manufacturing Media 173

Abnormal Returns

SEPTEMBER 6, 2024

(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? newsletter.abnormalreturns.com) Mixed media On the logistics of playing a regular season NFL game in Brazil. unemployment rate. nytimes.com)

Financial Advising 287

Financial Advising Media Valuation Economy 287

Abnormal Returns

DECEMBER 5, 2024

wired.com) Economy Heavy truck sales increased in November. abnormalreturns.com) Mixed media Pantone declared "Mocha Mousse" as the color for 2025. (spyglass.org) The launch of ESPN 45 years really was a long shot. nymag.com) Cybersecurity China likely has the ability to listen to your phone calls. Well, you should.

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

APRIL 8, 2024

(finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? bloomberg.com) Economy The employment economy is humming along. bonddad.blogspot.com) Where the manufacturing economy stands. on.ft.com) European companies are coming around to stock buybacks.

Financial Advising 278

Financial Advising Economy Manufacturing Media 278

Abnormal Returns

FEBRUARY 10, 2025

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. (philbak.substack.com) China The percentage of U.S. imports from China have been declining since 2016. apolloacademy.com) China's marriage rate plunged in 2024. Well, you should.

Media 173

Media Accounting Economy Management 173

Abnormal Returns

DECEMBER 11, 2023

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.' (variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.'

Media 276

Media Financial Advising Retail Economy 276

Abnormal Returns

APRIL 12, 2024

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. newsletter.abnormalreturns.com) Mixed media The cost of attending some colleges will soon top $100,000 a year.

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

DECEMBER 23, 2024

fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' abnormalreturns.com) Mixed media Om Malik, "None of the media business models will work in the future neither advertising nor paywalls." calculatedriskblog.com) Ten risks for 2025 including the introduction of tariffs.

Advertising 147

Advertising Media Banking Accounting 147

Abnormal Returns

OCTOBER 27, 2023

(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. If I had to describe the economy using one word, I would use “strong.” (theirrelevantinvestor.com) Noah Smith, "In other words, a rising tide is lifting all boats.

Media 277

Media Financial Advising Economy Numbers 277

Abnormal Returns

MAY 20, 2024

investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. citywire.com) Economy Anecdotal evidence shows the consumer is doing well. ritholtz.com) Four surprising facts about the American economy including 'The United States is the world’s leading oil producer.' tker.co) The 18 best investing blogs of 2024.

Financial Advising 264

Financial Advising Media Economy Investments 264

Abnormal Returns

APRIL 11, 2024

theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. nixons.substack.com) How fast is India's economy really growing? newsletter.abnormalreturns.com) Mixed media Joe Pompliano, "Augusta National is incredibly precise with *everything* at the Masters." Then check out our weekly e-mail newsletter.

Media 278

Media Financial Advising Economy Banking 278

Abnormal Returns

JANUARY 28, 2025

wsj.com) Economy The November Case-Shiller report showed a 3.8% abnormalreturns.com) Mixed media Americans just keep on betting more on sports. (spyglass.org) ETFs The funds that have generated the greatest dollar gains for investors over the past decade. morningstar.com) Who really needs buffered ETFs? Well, you should.

Media 162

Media Economy Investments Investing 162

Abnormal Returns

APRIL 24, 2024

bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. newsletter.abnormalreturns.com) Mixed media Another sign that sports gambling is embedding itself in traditional media. (vox.com) How aid to Ukraine will flow through the U.S. nytimes.com) China isn't afraid of wind power.

Financial Advising 275

Financial Advising Manufacturing Media Retail 275

Abnormal Returns

JANUARY 23, 2025

nytimes.com) Economy The 2-year Treasury and Fed fund rates are trading in line with each other. abnormalreturns.com) Mixed media Unlimited vacation is a double-edge sword. (wired.com) The design factors that helped the Getty Villa survive fire. wsj.com) Renovating older homes to be more fire-resistant is going to be expensive.

Media 173

Media Economy Portfolio Investments 173

Abnormal Returns

JANUARY 31, 2025

arstechnica.com) Economy The American economy is rolling. abnormalreturns.com) Mixed media How our attitudes toward the wealthy have changed. (spyglass.org) DeepSeek teaches us that AI moats may not be that deep after all. theatlantic.com) Since when is OpenAI care so much about the 'sanctity of propriety data'? Treasury bonds.

Economy 147

Economy Media Sales Marketing 147

Abnormal Returns

NOVEMBER 6, 2024

wsj.com) Economy Some signs the economy is slowing. newsletter.abnormalreturns.com) Mixed media William Bernstein, "The history of modern capitalism is replete with the stories of visionary entrepreneurs who, inundated with societal worship and surrounded by well-paid yes men, go off the rails."

Financial Advising 173

Financial Advising Economy Media Sales 173

Abnormal Returns

JANUARY 22, 2025

economy is spending less time in recession. abnormalreturns.com) Mixed media Tesla ($TSLA) is increasingly tied to Musk's public actions. Markets Have we entered a new era for interest rates? bonddad.blogspot.com) Why yield curve disinversions matter. econbrowser.com) Strategy The U.S. Markets are paying attention. Well, you should.

Financial Advising 147

Financial Advising Insurance Media Economy 147

Abnormal Returns

JUNE 4, 2024

marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. apolloacademy.com) Anger about the economy isn't really about the economy. newsletter.abnormalreturns.com) Mixed media Five takeaways from 'MoviePass, MovieCrash.' (blogs.microsoft.com) The scale of destruction in Ukraine is unfathomable.

Financial Advising 293

Financial Advising Economy Valuation Media 293

Abnormal Returns

AUGUST 20, 2024

wsj.com) Media Could rising sports media fees force consolidation? global-macro-monitor.com) Economy The economy is still adjusting to the realities of a post-Covid landscape. newsletter.abnormalreturns.com) Mixed media The U.S. biopharmadive.com) Pfizer ($PFE) is betting big on its acquisition of Seagen.

Financial Advising 255

Financial Advising Media Economy Banking 255

Abnormal Returns

JANUARY 3, 2025

(engadget.com) GLP-1s The growth in GLP-1s is going to continue to transform the broader economy. recursiveadaptation.com) Economy How AI is already making a difference for American business efficiency. abnormalreturns.com) Mixed media Natural diamonds are losing out to lab-grown. Well, you should.

Food 162

Food Manufacturing Economy Media 162

Abnormal Returns

MAY 29, 2024

scheplick.com) Economy The consumer and manufacturing economies are diverging. newsletter.abnormalreturns.com) Mixed media What happens when you go deep on a subject or activity. (tomtunguz.com) Why more search is going to be done by generative AI. thediff.co) Companies ConocoPhillips ($COP) is buying Marathon Oil ($MRO).

Financial Advising 292

Financial Advising Manufacturing Economy Media 292

Abnormal Returns

AUGUST 14, 2024

etf.com) Economy Core July CPI rose 0.2%. axios.com) A slowing economy doesn't a recession make. newsletter.abnormalreturns.com) Mixed media The Cowboys are estimated to be worth more than $10 billion. (sherwood.news) Fund management Ten questions for Vanguard's new CEO Salim Ramji. Then check out our weekly e-mail newsletter.

Financial Advising 286

Financial Advising Economy Media Economics 286

Abnormal Returns

OCTOBER 15, 2023

nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. newsletter.abnormalreturns.com) Mixed media The case for cutting Twitter out of your life. wired.com) Patronage as an online media model. Then check out our weekly e-mail newsletter. kottke.org)

Financial Advising 288

Financial Advising Media Retail Economy 288