Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. bloomberg.com) ETFs ETFs continue to generate interest among advisers. investmentnews.com) Advisers are, by and large, hanging back on Bitcoin. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Opportunity or threat?

Financial Advising 276

Financial Advising Retail Media Economy 276

Abnormal Returns

NOVEMBER 28, 2022

Crypto Fidelity has opened up access to its retail crypto account. coindesk.com) Jane Street never invested in FTX. klementoninvesting.substack.com) There is a difference between being socially responsible and ESG investing. financial-planning.com) The market has voted for transparent ETFs over non-transparent.

Financial Advising 244

Financial Advising Retail Media Accounting 244

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors. abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 277

Financial Advising Startup Retail Media 277

Abnormal Returns

APRIL 15, 2024

mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. calculatedriskblog.com) Real retail spending is trending higher. axios.com) Earlier on Abnormal Returns Adviser links: making the right decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 213

Financial Advising Media Risk Management Retail 213

Abnormal Returns

FEBRUARY 21, 2024

downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Retailers are cracking down on serial merchandise returners. ft.com) Strategy Certainty sells.

Financial Advising 275

Financial Advising Distribution Retail Media 275

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JUNE 29, 2023

theinformation.com) Downtown retail has more than just a crime problem. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media 11 must-read investing books including "A Random Walk Down Wall Street" by Burton G.

Financial Advising 245

Financial Advising Retail Economy Media 245

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. abnormalreturns.com) Why rough edges remain in financial markets: people. fortunesandfrictions.com) Medical knowledge builds on itself.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ft.com) Retail Suburban malls are now selling for pennies on the dollar. abnormalreturns.com) Adviser links: optimizing the wrong thing. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Retail Media Economy 246

Abnormal Returns

JUNE 25, 2023

wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Why are vape shops popping up everywhere? to charity.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement 246

Retirement Commission Banking Financial Advising 246

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

OCTOBER 3, 2023

axios.com) Why bonds are once again a viable investment option. nytimes.com) Retail fixed income Apex Fintech Solutions is making fractional investments in corporate bonds and Treasuries available to individual investors. abnormalreturns.com) Adviser links: a bull market in advice.

Startup 203

Startup Financial Advising Media Retail 203

Abnormal Returns

SEPTEMBER 24, 2022

capitalspectator.com) Strategy Why it's important to make investment decisions before a bear market hits. awealthofcommonsense.com) Consistency is an investing superpower. novelinvestor.com) Trading Retail investing is not going to become less 'democratized.' abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 182

Financial Advising Retail Media Economy 182

Abnormal Returns

JULY 16, 2023

wsj.com) Netflix Netflix ($NFLX) is still investing in the video game business. bloomberg.com) Why institutional investors want retail to jump into private equity. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theringer.com) Why Netflix ($NFLX) earnings calls are must-watch.

Advertising 246

Advertising Financial Advising Economy Economics 246

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely. Then check out our weekly e-mail newsletter.

Financial Advising 188

Financial Advising Banking Food Retail 188

Abnormal Returns

DECEMBER 15, 2022

(calculatedriskblog.com) Retail sales are cooling off. abnormalreturns.com) Personal finance links: investing accordingly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) The Fed isn't done yet.

Financial Advising 182

Financial Advising Media Retail Economy 182

Abnormal Returns

NOVEMBER 1, 2023

etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (finance.yahoo.com) TIPS are looking ever more attractive.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

FEBRUARY 22, 2023

Strategy Why short term is our default investment setting. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. abnormalreturns.com) Research links: retail options trading. makes sense.

Financial Advising 130

Financial Advising Retail Banking Economy 130

Abnormal Returns

AUGUST 29, 2022

variety.com) Retail Curbside pickup isn't going anywhere. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Platforms are allowing investors to invest in rental real estate across the country. (wsj.com) Media Why Warner Bros.

Financial Advising 130

Financial Advising Media Retail Management 130

Abnormal Returns

MARCH 1, 2023

klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R. thedailybeast.com) Retail More cities and towns are saying rejecting new dollar stores. nytimes.com) Retailers are moving out of city centers closer to their customers. Nofsinger and Corey A.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

DECEMBER 16, 2022

etf.com) The end of the retail trading boom hasn't killed options volume. ft.com) Strategy Six investment lessons from the FTX scandal including 'Swim in regulated waters.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Longform links: inspiring trust.

Financial Advising 130

Financial Advising Retail Media Economy 130

Abnormal Returns

JULY 3, 2023

awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. newyorker.com) How does the rise of EVs affect the retail auto parts business? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

JANUARY 18, 2023

angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

APRIL 17, 2023

whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. netinterest.co) WisdomTree Investment's ($WT) biggest shareholder is open revolt against management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The case for international stocks.

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

JANUARY 15, 2023

tker.co) Reg D offerings for retail investors are often illiquid, low information and high fee. wsj.com) What investment beliefs do you hold that a majority of investment pros would disagree with? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Economy Retail Economics 130

Abnormal Returns

JANUARY 23, 2023

Retail trading Say Technologies is making it easier for companies and shareholders to interact. techcrunch.com) AI Microsoft's ($MSFT) big investment in OpenAI is a go. investmentnews.com) Earlier on Abnormal Returns Adviser links: the overarching idea. axios.com) How zero-commissions affect investor behavior.

Financial Advising 130

Financial Advising Commission Media Retail 130

Abnormal Returns

OCTOBER 14, 2022

pionline.com) Infrastructure investments have been a buffer for pension funds this year. npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) GoodRx ($GDRX) is now targeting doctors.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

NOVEMBER 4, 2022

morningstar.com) Crypto Fidelity is prepping a retail crypto trading platform. bnnbloomberg.ca) Tiger Global is reportedly halting new investments in China. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investments 52

Investments Investing Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investments 52

Investments Investing Valuation Clients 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Abnormal Returns

OCTOBER 31, 2022

(awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." institutionalinvestor.com) Are retail investors going to return to crypto? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 246

Financial Advising Media Valuation Retail 246

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Companies Growth in spending on SaaS services is slowing.

Financial Advising 244

Financial Advising Retail Media Banking 244

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. The advice part of being a financial adviser is the hard part. NADIG: — through all the acquisitions they were doing.

Management 278

Management Assets Portfolio Investing 278

Abnormal Returns

AUGUST 24, 2024

nytimes.com) Why don't more retail stores install solar panels? sportico.com) PE investment in the NFL is inevitable. advisorperspectives.com) Easier AP tests could make them a better investment. (fa-mag.com) abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 286

Financial Advising Food Retail Media 286