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. nytimes.com) The number of real estate brokers is in decline. axios.com)

Financial Advising 255

Financial Advising Media Economy Banking 255

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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

APRIL 2, 2024

axios.com) Tesla's ($TSLA) inventory numbers are on the rise. variety.com) Liberty Media ($FWONK) is taking control of MotoGP. bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face.

Financial Advising 277

Financial Advising Media Economy Numbers 277

Abnormal Returns

SEPTEMBER 18, 2024

Strategy No matter how you spin the numbers, day trading is a losing proposition. washingtonpost.com) Economy Q3 GDP is tracking around 3% growth. newsletter.abnormalreturns.com) Mixed media Scams are only getting more sophisticated. morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. wsj.com)

Investing 278

Investing Investments Financial Advising Media 278

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JUNE 18, 2024

economist.com) An increasing number of houses in Japan have been abandoned. asia.nikkei.com) Economy Industrial production rose smartly in May. newsletter.abnormalreturns.com) Mixed media Bad messages crowd out good ones. (caia.org) Apple ($AAPL) is discontinuing Apple Pay Later. calculatedriskblog.com) Consumption is weakening.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

MAY 17, 2024

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. newsletter.abnormalreturns.com) Mixed media America's population keeps shifting South. Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed. sherwood.news)

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

JULY 28, 2024

nytimes.com) The number of Americans earning the minimum wage keeps shrinking. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. newsletter.abnormalreturns.com) Mixed media The best books of the year so far including "The Hunter" by Tana French.

License 289

License Financial Advising Economy Economics 289

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OCTOBER 31, 2024

noahpinion.blog) Overestimating the number of immigrants in your country is universal. numlock.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Could GLP-1s be a bigger deal for the economy than AI? (axios.com) Starbucks ($SBUX) will stop charging extra for non-dairy beverages.

Financial Advising 162

Financial Advising Economy Media Numbers 162

Abnormal Returns

APRIL 3, 2024

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. bloomberg.com) How immigration is affecting the jobs numbers. (espn.com) There is no shortage of twins playing in the NBA.

Financial Advising 264

Financial Advising Economy Media Numbers 264

Abnormal Returns

DECEMBER 11, 2024

on.ft.com) Alternatives The number of hedge fund startups is dwindling. johnwallstreet.com) Economy The November CPI came with a 2.7% abnormalreturns.com) Mixed media How to think about holiday tipping. (on.ft.com) Memecoin pump-and-dumps have become normalized. over the past twelve months. Well, you should.

Startup 162

Startup Retail Media Economy 162

Abnormal Returns

FEBRUARY 12, 2025

ft.com) Economy The January CPI number surprised to the upside. abnormalreturns.com) Mixed media Why Hollywood send rom coms straight to streaming. (news.crunchbase.com) The VCs that are betting on older entrepreneurs. wsj.com) Work The LinkedIn acquisition was a boon for Microsoft ($MSFT). Well, you should.

Marketing 147

Marketing Marketing Media Economy 147

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OCTOBER 23, 2024

theringer.com) Economy Some bad news on the inflation front. disciplinefunds.com) How survey methods affected the University of Michigan consumer sentiment numbers. newsletter.abnormalreturns.com) Mixed media 18 lessons from 18 years of The Marginalian including 'Do nothing for prestige or status or money or approval alone.'

Pharmaceutical 284

Pharmaceutical Financial Advising Media Banking 284

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JULY 26, 2024

theverge.com) The number of AI models just keeps growing. wsj.com) Economy The June PCE price index increased 2.5% economy is impressive. newsletter.abnormalreturns.com) Mixed media Peak world population gets pushed forward in time. ourworldindata.org) A growing number of Americans say they do not plan to have children.

Financial Advising 264

Financial Advising Engineering Economy Numbers 264

Abnormal Returns

MARCH 18, 2025

on.ft.com) How Not to Invest Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." morningstar.com) Economy Industrial production rose in February, but new order disappointed. abnormalreturns.com) Mixed media Why people don't change their minds.

Media 147

Media Economy Numbers Management 147

Abnormal Returns

MARCH 15, 2023

rationalwalk.com) Media Disney ($DIS) has some big strategic decisions to make. on.ft.com) Free streaming numbers are moving up and to the right. nytimes.com) There's little doubt that social media played a role in the downfall of SVB. washingtonpost.com) Economy The economy is on the verge of a manufacturing recession.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Abnormal Returns

JANUARY 18, 2024

economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. newsletter.abnormalreturns.com) Economy The 'Sahm rule' is not going to trigger any time soon. calculatedriskblog.com) Mixed media Content creators consistently bend to the algorithm.

Financial Advising 263

Financial Advising Economy Media Numbers 263

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) A record number of apartments are under construction. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth. newsletter.abnormalreturns.com) Mixed media Why Jimmy Buffett's music resonated with so many people.

Financial Advising 278

Financial Advising Retail Numbers Media 278

Abnormal Returns

AUGUST 30, 2023

ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. ft.com) Economy The labor market is not all that tight. newsletter.abnormalreturns.com) Mixed media AI raises so many intellectual property issues. (ft.com) Generating alpha is more than just stock selection. Then check out our weekly e-mail newsletter.

Financial Advising 260

Financial Advising Media Economy Numbers 260

Abnormal Returns

NOVEMBER 5, 2023

theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. crr.bc.edu) The U.S.

Assets 271

Assets Financial Advising Healthcare Economy 271

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SEPTEMBER 25, 2024

morningstar.com) Economy Mortgage refinancing applications are on the rise. sherwood.news) The number of existing homes for sales keeps rising. newsletter.abnormalreturns.com) Mixed media Why Cards Against Humanity is suing SpaceX. (morningstar.com) The Texas Capital Government Money Market ETF ($MMKT) has launched. (fa-mag.com)

Math 267

Math Financial Advising Media Government 267

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JUNE 13, 2024

(mrzepczynski.blogspot.com) Apple New Apple ($AAPL) features could 'Sherlock' a number of third party apps. ft.com) Economy Weekly initial unemployment claims are clearly headed higher. newsletter.abnormalreturns.com) Mixed media Jeff Bezos needs to save the Washington Post once again.

Financial Advising 264

Financial Advising Food Media Economy 264

Abnormal Returns

SEPTEMBER 21, 2023

axios.com) How Airbnb ($ABNB) has cut down on the number of prohibited parties. etf.com) Economy The Fed has hiked 11 of the last 13 meetings. newsletter.abnormalreturns.com) Mixed media A real-world example of how AI can disrupt traditional search. ft.com) Morningstar ($MORN) is cutting jobs in its Sustainalytics unit.

Financial Advising 299

Financial Advising Media Economy Numbers 299

Abnormal Returns

NOVEMBER 6, 2023

abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat. (etf.com) Higher interest rates put target-date bond ETFs back in the spotlight.

Financial Advising 273

Financial Advising Media Economy Numbers 273

Abnormal Returns

OCTOBER 24, 2023

blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." bloomberg.com) Global Germany's economy has badly lagged since the pandemic. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong. ft.com) Xi has chosen control over growth.

Financial Advising 264

Financial Advising Economy Media Numbers 264

Abnormal Returns

DECEMBER 31, 2023

(marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. newsletter.abnormalreturns.com) Mixed media Alcohol use disorder is widely undertreated.

Financial Advising 284

Financial Advising Medical Economy Manufacturing 284

Abnormal Returns

JANUARY 14, 2024

washingtonpost.com) The number of American centenarians is set to quadruple. papers.ssrn.com) Economy People have nostalgia for a time that never existed. newsletter.abnormalreturns.com) Mixed media Why creators are inevitably attracted to platforms. pewresearch.org) Who get theirs rough roads repaved?

Financial Advising 289

Financial Advising Engineering Food Economics 289

Abnormal Returns

JANUARY 31, 2024

(wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. newsletter.abnormalreturns.com) Mixed media Shrinking family sizes are going to change our experience of aging. axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 262

Financial Advising Media Economy Accounting 262

Abnormal Returns

APRIL 27, 2023

investmenttalk.substack.com) The economy is always uncertain. frontofficesports.com) Economy The U.S. economy is facing any number of headwinds. newsletter.abnormalreturns.com) Mixed media AI will change how we all use the Internet. (bloomberg.com) Cash is not a passive investment.

Financial Advising 240

Financial Advising Economy Education Insurance 240

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. can still be paid less than minimum wage.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Abnormal Returns

DECEMBER 3, 2023

axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. seths.blog)

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% newsletter.abnormalreturns.com) Mixed media How poinsettias became a big holiday business. unemployment rate.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

MAY 21, 2023

washingtonpost.com) Economy American consumer behavior is normalizing. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas. Then check out our weekly e-mail newsletter.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

NOVEMBER 14, 2023

behaviouralinvestment.com) The best business books of 2023, including "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall" by Zeke Faux. semafor.com) Economy The October CPI report showed a 3.2% newsletter.abnormalreturns.com) Mixed media ExxonMobil ($XOM) wants in on the lithium business. year-over-year increase.

Financial Advising 260

Financial Advising Advertising Media Economy 260

Abnormal Returns

JULY 18, 2022

wired.com) Global Covid and the war in Ukraine remain as two big wild cards for the global economy. nytimes.com) Covid did a number on global childhood vaccinations. npr.org) Economy The story of the economy is inflation, inflation and inflation. (protocol.com) The rapid grocery startup space is in full retreat.

Financial Advising 246

Financial Advising Startup Economy Portfolio 246

Abnormal Returns

OCTOBER 16, 2022

nytimes.com) Anti-ETFs are growing in number. conversableeconomist.com) Economy How much impact is the Fed having on the real economy? newsletter.abnormalreturns.com) Mixed media What life skills you need before moving out on your own. (wsj.com) A jury found Trevor Milton guilty of defrauding Nikola ($NKLA) investors.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Abnormal Returns

SEPTEMBER 20, 2023

(ft.com) Writing online Casey Newton, "There are a shocking number of unfilled niches in paid newsletters." neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. newsletter.abnormalreturns.com) Mixed media Five insights from "Where Is My Office?:

Financial Advising 264

Financial Advising Valuation Media Economy 264

Abnormal Returns

APRIL 7, 2023

visualcapitalist.com) Economy The March NFP report shows a 3.5% calculatedriskblog.com) The employment economy is not in recession. bonddad.blogspot.com) The ISM services number is in steep decline. newsletter.abnormalreturns.com) Mixed media Like all things, time worked, has a diminishing benefit. dariusforoux.com)

Startup 246

Startup Financial Advising Economy Media 246