Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. abnormalreturns.com) Adviser links: eschewing certainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs.

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. abnormalreturns.com) What you missed in our Tuesday linkfest.

Assets 278

Assets Financial Advising Media Economy 278

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

OCTOBER 22, 2024

awealthofcommonsense.com) On the importance of portfolio rebalancing. abnormalreturns.com) Adviser links: time and space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Academics have pulled back from using Twitter, post-Elon.

Financial Advising 277

Financial Advising Startup Media Portfolio 277

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. abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media There is a big difference between giving up and quitting. Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newyorker.com) Mixed media People have stopped checking their mailboxes. wsj.com) Bonds vs. bond funds: funds are fine for most investors.

Financial Advising 277

Financial Advising Startup Media Communication 277

Abnormal Returns

NOVEMBER 10, 2023

Strategy The 40 of the 60/40 portfolio is finally earning people something. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How did concert ticket prices get so high, so fast? vs. international equities.

Financial Advising 278

Financial Advising Manufacturing Media Portfolio 278

Abnormal Returns

MARCH 25, 2024

finance.yahoo.com) Which bonds prove as the best portfolio diversifier? institutionalinvestor.com) The Financial Times has a new generative AI chatbot called Ask FT. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 270

Financial Advising Media Portfolio Management 270

Abnormal Returns

SEPTEMBER 12, 2024

etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media A look at how much NBA franchise values have risen. nytimes.com) 25 or 50?

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? abnormalreturns.com) Adviser links: true wisdom. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media A newsletter writer isn't your friend. nymag.com)

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

Abnormal Returns

MARCH 4, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Who is to blame for high concert ticket prices? lefsetz.com) The financialization of art is really complicated. Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Streaming services are jockeying to re-bundle their services. Strategy Sometimes your best trade is a loss.

Financial Advising 236

Financial Advising Startup Media Economy 236

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. abnormalreturns.com) Adviser links: motivational interviewing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How WFH has pushed spending from downtown to the suburbs.

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Allan Sloan, "Don’t fall in love with your money fund."

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. Then check out our weekly e-mail newsletter.

Math 264

Math Financial Advising Advertising Distribution 264

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media On the problem of package theft. abnormalreturns.com) Personal finance links: desired results.

Financial Advising 278

Financial Advising Portfolio Management Media Economics 278

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund. mrzepczynski.blogspot.com) There's no insurance without reinsurance.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

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

AUGUST 21, 2023

(calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 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. abnormalreturns.com) Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

MARCH 22, 2023

capitalallocators.com) Crypto Does your portfolio have more crypto exposure than you think? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bond market volatility is at GFC-type levels. axios.com) Chasing 'smooth returns' is a fool's errand.

Financial Advising 244

Financial Advising Banking Media Portfolio 244

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media We systematically underestimate people's desire for feedback. Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? Markets What a 'breakaway momentum thrust' means for investors.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Foxconn continues to shift production out of China to India. shareholder letter.

Financial Advising 243

Financial Advising Retail Media Sales 243

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Disney ($DIS) trips have gotten overwhelmingly complicated.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Avoiding big errors plays a big role in investment success.

Financial Advising 245

Financial Advising Startup Portfolio Media 245

Abnormal Returns

DECEMBER 21, 2022

Markets Four things that mattered for portfolios in 2022. compoundadvisors.com) Media stocks have had a miserable year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Why even the most successful people need to take critical feedback.

Financial Advising 225

Financial Advising Media Economy Portfolio 225

Abnormal Returns

AUGUST 22, 2023

abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. (abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (semafor.com) Money moves so quickly making it hard to combat a bank run. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Should company vacations be mandatory? (cnbc.com) The banking industry's 'crisis phase' may be over for now.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

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

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media More Americans want to marry some one with the same political views. In fact, just the opposite is true.

Financial Advising 244

Financial Advising Insurance Media Economy 244