Wealth Management

AUGUST 1, 2022

Big money is at stake in the debate over the best way to navigate turmoil in the economy and markets.

Retail 254

Retail Marketing Marketing Economy 254

Abnormal Returns

SEPTEMBER 24, 2024

sherwood.news) Retail Online retailers are cutting back on discounts. cbsnews.com) Italy Italy's economy has finally returned to its pre-pandemic peak. apolloacademy.com) Economy Case-Shiller shows a 5.0% (etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases?

Investments 264

Investments Investing Financial Advising Retail 264

Abnormal Returns

JUNE 11, 2024

institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams. axios.com) Economy The U.S. economy is increasingly driven by healthcare spending and employment. (wsj.com) A relatively recent FASB rule change allows for marking up the value of secondary stakes.

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

Abnormal Returns

DECEMBER 14, 2023

economist.com) Why Japanese retail investors are notoriously equity-averse. perfectputt.beehiiv.com) Economy What cardboard prices are saying about the economy. calculatedriskblog.com) Retail sales are slowing. (theirrelevantinvestor.com) All the price trends are headed in the right direction.

Financial Advising 290

Financial Advising Retail Media Economy 290

The Big Picture

MAY 4, 2023

Perhaps even more surprising has been the wholesale abandonment of specific industries: Food service, retail, etc., I have been nurturing a pet thesis as to why higher minimum wages are a net positive for an economy: It acts as a transfer of revenue allocation from low-wage employers and franchisees from Capital to Labor.

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

NOVEMBER 29, 2024

ft.com) Retail How Target ($TGT) lost its shine. nytimes.com) Economy The Russian Ruble is tumbling in value. (newsletter.rationalwalk.com) What happens to Microstrategy ($MSTR) if Bitcoin were classified as a security? ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager.

Media 162

Media Retail Economy Economics 162

Calculated Risk

JANUARY 15, 2025

More contacts were optimistic about the outlook for 2025 than were pessimistic about it, though contacts in several Districts expressed concerns that changes in immigration and tariff policy could negatively affect the economy. Contacts in several service industries, notably healthcare, continued to see job growth.

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Abnormal Returns

OCTOBER 3, 2024

(sherwood.news) Wall Street is dying to sell private credit fund to retail investors. fastcompany.com) Who wouldn't want a corner retail in their neighborhood? semafor.com) Economy Weekly initial unemployment claims are bouncing along the bottom. sherwood.news) Is the worst of the price declines for CRE over?

Financial Advising 279

Financial Advising Retail Media Economy 279

Abnormal Returns

OCTOBER 6, 2023

semafor.com) More clothes retailers are eliminating free returns. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. (outsideonline.com) If you are reading this you are helping generate carbon emissions. bonddad.blogspot.com) The U.S.

Financial Advising 278

Financial Advising Medical Economy Retail 278

Abnormal Returns

APRIL 24, 2024

theblock.co) Retail investors trade leveraged ETFs way too much. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. (sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest.

Financial Advising 275

Financial Advising Manufacturing Media Retail 275

Abnormal Returns

DECEMBER 11, 2024

johnwallstreet.com) Economy The November CPI came with a 2.7% abnormalreturns.com) Research links: retail order flow. (sportico.com) Why the Mets likely overpaid for Juan Soto's services. huddleup.substack.com) Will an additional team on the track dilute Formula One? over the past twelve months. Well, you should.

Startup 162

Startup Retail Media Economy 162

Abnormal Returns

OCTOBER 15, 2023

priceactionlab.com) Retail traders are taking a break from trading. nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. Markets We are living through the worst bond bear market in history. cnbc.com) Why the stock market can rise in the face of war.

Financial Advising 288

Financial Advising Media Retail Economy 288

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth. (morningstar.com) What investors get wrong about the 'Yale Model.' capitalallocators.com) How much should a fund manager hold in their own strategy?

Financial Advising 278

Financial Advising Retail Numbers Media 278

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. podcasts.apple.com) Shane Parrish talks American retail with Mickey Drexler, chairman of Alex Mill. Spotify Spotify ($SPOT) reported its first full year of profitability.

License 147

License Education Retail Media 147

Abnormal Returns

MAY 9, 2023

news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy.

Financial Advising 246

Financial Advising Retail Economy Media 246

Abnormal Returns

MAY 15, 2024

(wired.com) Walmart Amazon ($AMZN) is catching up to Walmart ($WMT) as the country's largest retailer. ft.com) Economy The April CPI jumped by 0.3%. wsj.com) Walmart ($WMT) is re-working its corporate staff. cnn.com) ETFs Active ETFs may be great for fund managers, but no so great for investors.

Financial Advising 278

Financial Advising Advertising Retail Media 278

Abnormal Returns

OCTOBER 15, 2024

institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores. wsj.com) Economy The wealth effect helped keep us out of recession in 2022. (behaviouralinvestment.com) Alternatives Charles Schwab ($SCHW) views alternatives as a (big) opportunity. npr.org) True Value Hardware is in bankruptcy.

Financial Advising 283

Financial Advising Retail Media Government 283

Abnormal Returns

NOVEMBER 25, 2022

thereformedbroker.com) The S&P 500 is not the economy. championbets.com.au) Economy What odds do term spread models put on a recession? calculatedriskblog.com) Why you can safely ignore holiday retail spending forecasts. Markets How do stocks beat inflation? awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto?

Financial Advising 264

Financial Advising Retail Economy Media 264

Abnormal Returns

DECEMBER 11, 2023

(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. 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

JULY 23, 2024

(theblock.co) The Grayscale Ethereum Mini Trust ($ETH) is designed for the retail crowd. wsj.com) Economy All things considered the American consumer is in good shape. axios.com) Companies Starbucks ($SBUX) has attracted an activist investor in Elliott Management. wsj.com) Why Americans are having fewer babies.

Financial Advising 278

Financial Advising Retail Media Taxes 278

Abnormal Returns

AUGUST 15, 2024

wsj.com) Consumer spending Retail sales jumped 1.0% sherwood.news) Economy Weekly initial unemployment claims are not heading higher. (barrons.com) What you need to know about home buying (and selling) now. calculatedriskblog.com) Walmart ($WMT) doesn't see a recession. cnbc.com) Consumer spending is breaking down along income lines.

Financial Advising 278

Financial Advising Commission Retail Sales 278

Abnormal Returns

MARCH 20, 2025

newyorker.com) Tesla Retail investors are buying the dip in Tesla ($TSLA). bloomberg.com) Economy Weekly initial claims remain quiescent. (noahpinion.blog) Everything Is Tuberculosis by John Green is 'earnest and empathetic.' nytimes.com) Books that Laurie Santos recommends including "Four Thousand Weeks" by Oliver Burkeman.

Startup 130

Startup Media Retail Economy 130

Abnormal Returns

MARCH 13, 2024

theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 316

Financial Advising Valuation Retail Media 316

The Big Picture

JULY 29, 2022

Taking rates to the 1.50%-1.75% range had some bite, and we see the impact of this higher cost of credit combined with inflation impacting the economy. Real wholesale + retail sales. Real personal Income and Real Wholesale + Retail Sales are where the slowdown is showing up the most. “For the entire United States.

Economics 321

Economics Banking Retail Economy 321

Abnormal Returns

JUNE 13, 2023

institutionalinvestor.com) Retail traders trade crypto differently. papers.ssrn.com) How much does the European economy affect the U.S.? (riaintel.com) How long-short investing changes the direct indexing equation. papers.ssrn.com) Why public pension funds should pay up for CIOs. libertystreeteconomics.newyorkfed.org)

Retail 246

Retail Economy Investing Investments 246

Abnormal Returns

AUGUST 17, 2023

vox.com) Retail How 'reverse logistics' became a big business. newyorker.com) The many ways Trader Joe's distinguishes itself from other retailers. nytimes.com) The global economy looks a lot different than it did pre-pandemic. (drorpoleg.com) What you need to know about undersea internet cables. is well under way.

Medicine 244

Medicine Electronics Retail Education 244

Abnormal Returns

JANUARY 20, 2023

theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. (news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Those stakes are set to change hands.

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

NOVEMBER 28, 2022

Crypto Fidelity has opened up access to its retail crypto account. axios.com) Economy Where coincident state indexes stand. nytimes.com) You might be shocked how much usable product retailers throw away. theblock.co) BlockFi has filed for bankruptcy. coindesk.com) Jane Street never invested in FTX. nytimes.com).

Financial Advising 244

Financial Advising Retail Media Accounting 244

Abnormal Returns

SEPTEMBER 1, 2023

markets.businessinsider.com) Companies How retailers have responded to the post-pandemic era. morningstar.com) Economy The August NFP showed continued growth and a 3.8% (on.spdji.com) Rates The bond market is completely different that it was a year ago. awealthofcommonsense.com) U.S unemployment rate. wsj.com) The U.S.

Financial Advising 264

Financial Advising Advertising Retail Economy 264

The Big Picture

APRIL 10, 2023

Fundamental changes are taking place in the labor economy, especially within the service sector. This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. Then there is retail.

Retail 320

Retail Food Manufacturing Economy 320

Abnormal Returns

OCTOBER 12, 2023

Markets Retail investors love T-bills. fastcompany.com) Economy How shelter played a role in September's CPI report. economist.com) You can't attribute changes in yields to any single factor. economist.com) Finance VC activity is at multi-year lows. venturebeat.com) Europe has an IPO problem. wsj.com) Hearing is wellness.

Financial Advising 278

Financial Advising Engineering Retail Media 278

Abnormal Returns

DECEMBER 12, 2023

msn.com) Economy October CPI came in at a 3.1% newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' (ibj.com) Derek Thompson talks with Beverly Tchang about how GLP-1 drugs work. wsj.com) Why isn't there a bridge between Italy and Sicily?

Financial Advising 276

Financial Advising Retail Media Economy 276

Abnormal Returns

AUGUST 25, 2023

ft.com) Economy Q3 GDP estimates keep ticking higher. calculatedriskblog.com) Retail space is seeing a reversal of fortune, post-pandemic. (ritholtz.com) Sentiment is cyclical, but is still difficult to profit from. monevator.com) Finance On the prospects for an IPO revival. ft.com) Loans are still not securities.

Financial Advising 243

Financial Advising Retail Media Economy 243

Abnormal Returns

MAY 26, 2023

ft.com) Retail investors are increasingly snapping up T-bills at auction. nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. Cash How to choose between T-bills and CDs. labor force reached a record high in 2022.

Financial Advising 245

Financial Advising Valuation Retail Economy 245

Abnormal Returns

JUNE 29, 2023

theinformation.com) Downtown retail has more than just a crime problem. businessinsider.com) Economy Q2 GDP was revised up to 2.0% carsongroup.com) Anemic wage growth has held back views about the economy. Companies Overstock.com is going all-in on the Bed Bath & Beyond name. wapo.st) Capex spending has stopped going down.

Financial Advising 245

Financial Advising Retail Economy Media 245

Abnormal Returns

FEBRUARY 13, 2024

morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors. riabiz.com) Economy Core CPI ex-shelter was up 2.2% (crr.bc.edu) Fund management Why we are still underselling the broader impact of indexing. institutionalinvestor.com) Not all target date funds are created alike. in December.

Financial Advising 277

Financial Advising Startup Retail Media 277

Advisor Perspectives

DECEMBER 19, 2024

At a time when the American consumer’s resiliency has been questioned amid signs of a slowing economy, Walmart Inc. The world’s largest retailer, famed for its discount prices but increasingly known for its pursuits in advertising and an online marketplace, is headed for its best year since 1998. has thrived.

Retail 98

Retail Advertising Economy 98