Abnormal Returns

JANUARY 23, 2025

awealthofcommonsense.com) Why your portfolio may need rebalancing. 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. Strategy Bonds vs. bond funds: you're still exposed to interest rate risk.

Media 173

Media Economy Portfolio Investing 173

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

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." ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are.

Media 276

Media Financial Advising Retail Economy 276

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. slate.com) How did Vice Media go bust? wsj.com) Oishii just raised a big new round of capital.

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

JANUARY 5, 2025

axios.com) Strategy Don't let dividends take the wheel of your portfolio. politico.com) Economy The great yield curve inversion is over. abnormalreturns.com) Mixed media You have enough streaming subscriptions. Markets The 2020s has seen nothing but big market moves. downtownjoshbrown.com) Or your expectations for the Fed.

Consulting 147

Consulting Media Economy Economics 147

Abnormal Returns

JUNE 11, 2024

allocatesmartly.com) Alternatives How to think about crypto's role in a portfolio. papers.ssrn.com) Volume matters for portfolio implementation. papers.ssrn.com) A review of the research on the impact of social media on finance. priceactionlab.com) How systemic liquidity issues are a problem for the economy.

Media 263

Media Portfolio Accounting Economy 263

Abnormal Returns

NOVEMBER 15, 2024

spyglass.org) Economy Industrial production fell in October 2024. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. newsletter.abnormalreturns.com) Mixed media Not The Onion: The Onion has purchased Alex Jones' Infowars out of bankruptcy. bonddad.blogspot.com) The U.S. isn't going broke.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. vox.com) Economy The U.S. economy grew at a 4.9% (theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com) rate in Q3.

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

Abnormal Returns

FEBRUARY 27, 2025

newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. theatlantic.com) Economy Weekly initial unemployment claims jumped last week. abnormalreturns.com) Mixed media Many universities are putting a pause on grad school admissions. 2024 results. billion in a share tender offer.

Startup 147

Startup Media Economy Portfolio 147

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. nytimes.com) Economy Regional manufacturing surveys are rolling over. Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

Engineering 130

Engineering Manufacturing Media Economy 130

Abnormal Returns

JULY 17, 2024

Strategy Rebalance your portfolio to tame risk, not to increase returns. spyglass.org) Economy Industrial production rose in June. newsletter.abnormalreturns.com) Mixed media Even the most successful online creators feel pinched. morningstar.com) It's never been easier to get distracted by other people's wealth. Now it's a slog.

Financial Advising 275

Financial Advising Media Banking Economy 275

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? axios.com) Economy The U.S. economy is increasingly driven by healthcare spending and employment. newsletter.abnormalreturns.com) Mixed media A newsletter writer isn't your friend. Diversification We are in a 'bear market for diversification.'

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

Abnormal Returns

MARCH 18, 2025

(morningstar.com) Economy Industrial production rose in February, but new order disappointed. abnormalreturns.com) Adviser links: durable portfolios. abnormalreturns.com) Mixed media Why people don't change their minds. bonddad.blogspot.com) Why the price of gold has risen. abnormalreturns.com) You can now follow us on Bluesky.

Media 147

Media Economy Numbers Management 147

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. newsletter.abnormalreturns.com) Mixed media Twitter is now the playground for Musk's skewed sense of the world. theblock.co) The players in the spot Ethereum space look familiar.

Financial Advising 278

Financial Advising Retail Media Taxes 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. newsletter.abnormalreturns.com) Mixed media How WFH has pushed spending from downtown to the suburbs. bloomberg.com)

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 246

Financial Advising Startup Economy Portfolio 246

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. newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. morningstar.com) Bonds outperform bills leading up to a Fed rate cut.

Assets 278

Assets Financial Advising Media Economy 278

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. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? morningstar.com) What do sell-side analysts actually do?

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

OCTOBER 16, 2022

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. rogersplanning.blogspot.com) Strategy How market bottoms are made.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

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. newsletter.abnormalreturns.com) Mixed media There is a big difference between giving up and quitting. Human behavior hasn't. Then check out our weekly e-mail newsletter.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

JANUARY 9, 2025

albertbridgecapital.com) Finance The stock market is getting more concentrated, and so are actively managed portfolios. wsj.com) Economy Still no sign of a meaningful uptick in weekly initial unemployment claims. abnormalreturns.com) Mixed media Cooking dinner for your family is a series of tradeoffs. dollar keeps appreciating.

Media 162

Media Economy Portfolio Management 162

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. newsletter.abnormalreturns.com) Mixed media Streaming services are jockeying to re-bundle their services. wsj.com) Americans are in no mood to cut back on media subscriptions.

Financial Advising 236

Financial Advising Startup Media Economy 236

Abnormal Returns

SEPTEMBER 12, 2024

etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed. newsletter.abnormalreturns.com) Mixed media A look at how much NBA franchise values have risen. nytimes.com) 25 or 50? Probably 25. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

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. newsletter.abnormalreturns.com) Mixed media In a clinical trial Novo Nordisk's ($NVO) WeGovy was shown to reduce cardiac events.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

MARCH 4, 2024

washingtonpost.com) Economy it's not just the U.S. newsletter.abnormalreturns.com) Mixed media Who is to blame for high concert ticket prices? ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%. (ft.com) Trends Why new apartment buildings are getting taller. that is reliant on foreign-born labor.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

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. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? Those stakes are set to change hands.

Investments 246

Investments Investing Startup Financial Advising 246

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. newsletter.abnormalreturns.com) Mixed media Just because there is ample office vacancies, doesn't mean your office is getting bigger. wsj.com) How Ireland got rich.

Financial Advising 263

Financial Advising Media Economy Portfolio 263

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. npr.org) Economy Why wealth inequality is growing. newsletter.abnormalreturns.com) Mixed media Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.' Rates Allan Sloan, "Don’t fall in love with your money fund."

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% newsletter.abnormalreturns.com) Mixed media How can you write about technology and not be optimistic? Good thing his hedge fund is performing well. unemployment rate.

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. washingtonpost.com) Economy The U.S. newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. awealthofcommonsense.com) There is a difference between picking and choosing. labor market is slowing.

Math 264

Math Financial Advising Advertising Distribution 264

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? auren.substack.com)

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? theblock.co) Media Buzzfeed News is shutting down. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. newsletter.abnormalreturns.com) Mixed media What story are customers telling about your product?

Financial Advising 246

Financial Advising Startup Media Portfolio 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% newsletter.abnormalreturns.com) Mixed media People really mean it these days when they say 'no gifts.' vox.com)

Startup 244

Startup Financial Guidance Financial Advising Banking 244

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. newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

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. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. Then check out our weekly e-mail newsletter.

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261