Abnormal Returns
DECEMBER 1, 2024
Markets The S&P 500 returned 5.87% in November 2024. (on.spdji.com) It's hard to make the math on hedge funds add up. (humbledollar.com) Companies The biggest risks to Google ($GOOGL) have nothing to do with anti-trust concerns. (wsj.com) The Microstrategy ($MSTR) story will make for a great book one day. (readtrung.com) AI It looks like Twitter shareholders are going to get bailed out by their stake in xAI.
The Big Picture
DECEMBER 1, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with MicroStrategy’s obscene valuation premium : MicroStrategy is worth around 3x as much as its bitcoin holdings. Let’s talk about the implications of that. ( Sherwood ) • Feds: Tether Has Become a Massive Money Laundering Tool for Mexican Drug Traffickers : Tether is being used on a massive scale by large scale drug traffickers, to the point where Tether is sold cheaper in Me
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Abnormal Returns
DECEMBER 1, 2024
Also on the site We are doing a Bluesky-themed book giveaway just in time for the holidays. Details here. (abnormalreturns.com) Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com) Top clicks this week A look at the best performing stocks of the past 20 years. (bespokepremium.com) Did you know Trump’s share of the 2024 presidential vote has fallen below 50%?
A Wealth of Common Sense
DECEMBER 1, 2024
One of my all-time favorite headlines from The Onion was this gem from all the way back in 2008: Bubbles do seem to be in our DNA for some reason. We’ve had a handful of manias this century. The dot-com bubble popped in early 2000, which laid waste to the stock market (especially tech stocks). That led to the housing bubble of the mid-aughts1, which combined with a global credit orgy, led to the Great Financial Cri.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Million Dollar Round Table (MDRT)
DECEMBER 1, 2024
By Tim Daniel Clairmont, MSFS, LACP Goals fuel success and give you direction. Even if you have goals and a clear charted path to achieve them, though, it doesn’t mean the way is always easy. We can’t control every detour and obstacle on our path. We’ll have challenges. Conquering challenges Everybody struggles at different moments in their career, and all kinds of situations can cause you to struggle.
Inside Information
DECEMBER 1, 2024
I’ve been anticipating the exciting advent of artificial intelligence in our fintech world for going on 30 years now. But now I’m facing the disappointment of dashed expectations. As presently configured, AI looks and sounds plausible, but when you put it to work, it is anything but intelligent. As an advisor’s ghostwriter, AI’s use case is as an obsessive plagiarist that borrows everybody’s writing and grinds out, one word at a time, uninspiring, uninteresting prose that manages (I wonder if
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