Abnormal Returns

AUGUST 11, 2024

sherwood.news) The stock market is not economy, and vice versa. allstarcharts.com) Investors need to plan for down markets. Top clicks this week Good luck trying to figure out the stock market these days. awealthofcommonsense.com) On the differences between individual bonds and bond funds. ft.com) Market sentiment got way too bullish.

Economy 308

Economy Planning Marketing Marketing 308

Abnormal Returns

FEBRUARY 14, 2025

axios.com) It's hard to plan when the U.S. wired.com) Economy Industrial production rose in January. (sixcolors.com) Contracts When the government pulls money from an account without authority. government is breaking legal contracts. nytimes.com) DOGE DOGE's website is less than secure.

Advertising 173

Advertising Government Manufacturing Media 173

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. washingtonpost.com) Economy The Citi U.S. (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike. coindesk.com) Oddity Tech ($ODD) priced above the range.

Planning 188

Planning Food Financial Advising Startup 188

Abnormal Returns

MARCH 24, 2025

(politico.eu) Don't hold your breath for a Marshall Plan for Ukraine. wsj.com) Economy Four factors that help identify a coming recession. theconversation.com) Social Security DOGE is having a hard time finding fraud in Social Security. axios.com) Cuts will likely make customer service at Social Security even worse.

Media 162

Media Government Economy Accounting 162

Wealth Management

APRIL 6, 2023

CBRE IM and Accelerate Investment Partnership formed a joint venture to invest in ground leases under critical, digital and green economy infrastructure assets. Here’s what executives from the two companies told WMRE about their plans.

Assets 278

Assets Economy Planning Investing 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 264

Financial Advising Financial Advice Economy Media 264

Abnormal Returns

JANUARY 16, 2025

awealthofcommonsense.com) How to plan for future lower market returns. vox.com) Russia's economy is increasingly stressed by the war in Ukraine. ft.com) Economy The term premium has blown out. Strategy Stock picking is hard. So is sector picking. theretirementmanifesto.com) Finance Hindenberg Research is calling it quits.

Food 147

Food Economy Media Planning 147

Abnormal Returns

OCTOBER 28, 2022

bloomberg.com) Economy The apartment market is slowing rapidly. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Podcast links: planning a podcast. (ritholtz.com) Airbnb ($ABNB) hosts are feeling a downturn. calculatedriskblog.com) Central banks are all fighting the same phenomenon.

Economy 130

Economy Financial Advising Media Banking 130

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. million on a URL? sherwood.news) The U.S.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. econbrowser.com) Thanks to the Fed the economy is slowing.

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. (ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.'

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

OCTOBER 31, 2024

theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. numlock.com) Economy Still no sign of a pickup in weekly initial unemployment claims. economist.com) Could GLP-1s be a bigger deal for the economy than AI? Crypto Crypto volume is up at Robinhood ($HOOD). coindesk.com) Coinbase ($COIN) is buying back shares.

Financial Advising 162

Financial Advising Economy Media Numbers 162

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Asset Economy. Financial Plan. Inflation. Federal Reserve.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

SEPTEMBER 27, 2024

nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. (eater.com) Will robotic food delivery ever become profitable? sherwood.news) China The bounce back in Chinese stocks this week was impressive. wsj.com) Do you remember the 'recession' of 2022?

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

AUGUST 15, 2024

matthewball.co) Eight Sleep plans to own the 'Sleep Economy.' (noahpinion.blog) How the magazine business died. honest-broker.com) Companies Nine takeaway from six months of the Apple ($AAPL) Vision Pro. notboring.co) Health Hopes are high that focused ultrasound could be a treatment for various brain diseases.

Economy 278

Economy Clients Planning 278

Abnormal Returns

OCTOBER 15, 2023

(marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. crr.bc.edu) On the costs and benefits of marijuana legalization at the state level.

Financial Advising 288

Financial Advising Media Retail Economy 288

Abnormal Returns

OCTOBER 17, 2024

bloomberg.com) Defined benefit plans make a lot less sense when workers change jobs more frequently. crr.bc.edu) How remote workers can help a local economy. mansionglobal.com) Economy Industrial production is ebbing. (wsj.com) Work Meta ($META) fired a bunch of workers for abusing meal credits.

Financial Advising 276

Financial Advising Communication Assets Economy 276

Calculated Risk

MARCH 22, 2023

The combination of an unsettled economy and high interest rates is causing investors and property owners to take a closer look at their plans for construction projects,” said AIA Chief Economist, Kermit Baker, Hon. emphasis added Click on graph for larger image.

Economy 361

Economy Investing Investments Planning 361

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. Why you need a plan. Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

AUGUST 12, 2024

theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. Discovery ($WBD). spyglass.org) Disney ($DIS) is not done investing in parks. wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown. bloomberg.com) The deficit hawks have been wrong for awhile now.

Planning 147

Planning Financial Advising Startup Media 147

Abnormal Returns

DECEMBER 11, 2024

finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. johnwallstreet.com) Economy The November CPI came with a 2.7% (sherwood.news) Who is going to pay for crypto-enabled consumer fraud? on.ft.com) Alternatives The number of hedge fund startups is dwindling. over the past twelve months.

Startup 162

Startup Retail Media Economy 162

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. nytimes.com) Economy February Case-Shiller showed a 6.4% (axios.com) Walmart ($WMT) is getting out of the health clinic business. retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. wsj.com) This CEO is taking advantage of his company discount.

Financial Advising 289

Financial Advising Communication Media Economy 289

Abnormal Returns

NOVEMBER 10, 2023

Economy Kyla Scanlon talks with David Dayen about the gap between the economy and consumer sentiment. open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning.

Retirement Planning 264

Retirement Planning Estate Planning Economy Media 264

Nerd's Eye View

JANUARY 7, 2025

In this episode, we talk in-depth about how Pete frames the differences between socially responsible investing (which is focused on excluding certain industries or companies from portfolios), ESG investing (which measures the risk to companies from environmental, social, and governance factors), and Pete's sustainable investing approach (which he views (..)

Investing 240

Investing Investments Clients Risk Tolerance 240

Abnormal Returns

FEBRUARY 21, 2024

(ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. youtube.com) Retirement Why planning in retirement is so challenging. wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement."

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

MARCH 3, 2024

every.to) Policy Clean energy plans are going up primarily in red states. economy is filled with technical debt. goodgoodgood.co) Economy Freight volume is slowing. mrzepczynski.blogspot.com) The case that the economy is doing just fine. wsj.com) The policy approach to the banking system is 'incoherent.'

Financial Advising 255

Financial Advising Economy Media Banking 255

Abnormal Returns

OCTOBER 27, 2023

ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. (fa-mag.com) If I had to describe the economy using one word, I would use “strong.” kyla.substack.com) Economy Americans just keep on spending. econbrowser.com) The Fed is putting the economy at risk.

Media 277

Media Financial Advising Economy Numbers 277

Abnormal Returns

JULY 26, 2024

wsj.com) Economy The June PCE price index increased 2.5% economy is impressive. ourworldindata.org) A growing number of Americans say they do not plan to have children. (nytimes.com) How NBC got back into the NBA's good graces. variety.com) Minor league baseball luxury suites are a bargain. year-over-year, down from 2.6%

Financial Advising 264

Financial Advising Engineering Economy Numbers 264

Abnormal Returns

AUGUST 5, 2024

theirrelevantinvestor.com) Investors need to plan for down markets. vox.com) Economy Just how freaked out should people be about the July jobs report? Markets Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." ft.com) Market sentiment got way too bullish.

Ethics 278

Ethics Financial Advising Media Economy 278

Abnormal Returns

DECEMBER 23, 2024

on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' (herbgreenberg.com) Private credit Why Blackrock ($BLK) is spending $12 billion to buy private credit manager HPS.

Advertising 147

Advertising Media Banking Economy 147

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' riabiz.com) Economy Core CPI ex-shelter was up 2.2% (newsletter.rationalwalk.com) What's behind the surge in Arm Holdings ($ARM) stock? in December.

Financial Advising 277

Financial Advising Startup Retail Media 277

Abnormal Returns

JANUARY 11, 2023

which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. stayathomemacro.substack.com) Earlier on Abnormal Returns Personal finance links: finding a new plan. thebasispoint.com) Fidelity is buying Shoobx Inc.,

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

APRIL 1, 2024

(theverge.com) Generative AI search engine Perplexity is planning to start selling ads. ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. adweek.com) Who is liable when AI goes wrong? ft.com) Some positive news on the manufacturing front.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

NOVEMBER 16, 2023

sportico.com) Economy National homebuilder confidence dropped in November. newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan. Then check out our weekly e-mail newsletter.

Asset Allocation 264

Asset Allocation Financial Advising Insurance Communication 264

Abnormal Returns

SEPTEMBER 27, 2023

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Michael Santoli about the state of the stock market and economy. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estate plan should include this letter. humbledollar.com) Why it is so hard to slow down.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

Abnormal Returns

NOVEMBER 21, 2023

(investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. barrons.com) Economy Higher goods prices are driving negative sentiment. wsj.com) Meanwhile there are plenty of other goings-on in the exchange space.

Financial Advising 278

Financial Advising Media Economy Sales 278

Abnormal Returns

NOVEMBER 26, 2023

politico.com) How a plan to reform title insurance got sidetracked. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou. (papers.ssrn.com) How garment workers in the U.S. blogs.cfainstitute.org)

Financial Advising 281

Financial Advising Economics Insurance Media 281