A Timeline Of Financial Markets
The Big Picture
MAY 1, 2023
Their failure sent shockwaves throughout France’s financial markets as investors rapidly sold off shares in a desperate attempt to minimize losses, which exacerbated the issue.
Financial Market Related Topics 
The Role of Emotions in Financial Marketing
Wealth Management
MARCH 22, 2024
Should wealth management storytelling tap into the feelings of the audiences it's targeting?
Financial Market 
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Webinars
Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Trending Sources
Five Questions For Financial Markets Heading into 2025
Wealth Management
DECEMBER 20, 2024
From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.
Financial Market 278
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Navigating Uncertain Financial Markets by Leveraging Multifamily Property
Wealth Management
MAY 11, 2023
Contrary to the current media narrative, certain real property segments—namely multifamily—have and continue to demonstrate solid performance.
Financial Market 289
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Adjusted for Risk: State of the Financial Markets
Wealth Management
AUGUST 12, 2024
Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.
Financial Market 251
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FOMC Minutes: "The process [of reaching inflation target] could take longer than previously anticipated"
Calculated Risk
JANUARY 8, 2025
A couple of participants judged that positive sentiment in financial markets and momentum in economic activity could continue to put upward pressure on inflation. Several observed that the disinflationary process may have stalled temporarily or noted the risk that it could.
Economics 273
273 
Unlock Success with a Financial Marketing Consultant
Midstream Marketing
OCTOBER 31, 2024
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.
Consulting 52
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Charting Your Course: Strategies for Thriving in Today's Financial Market
Wealth Management
MAY 23, 2024
Monday, June 17, 2024 | 2:00 PM Eastern Daylight Time
Financial Market 253
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5 Lessons From an Awful Year For Financial Markets
A Wealth of Common Sense
JANUARY 17, 2023
You learn more about yourself during a bear market than a bull market. Last year was one of the worst for financial markets in modern eco. This piece I wrote at Fortune delves into 5 lessons for investors from 2022.
Financial Market 139
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30 Years of Financial Market Returns
A Wealth of Common Sense
APRIL 28, 2024
A colleague recently asked me to run the 30 year annual returns for U.S. stocks, bonds and cash. He just wanted the returns. I couldn’t help but slice and dice the numbers and overanalyze the data because that’s what we do here. Let’s dig in.
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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets
Your Richest Life
FEBRUARY 24, 2025
Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. The post 2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets appeared first on Your Richest Life.
U.S. Markets Are Swallowing the Rest of the World
A Wealth of Common Sense
DECEMBER 3, 2024
The United States is the envy of the world in terms of financial markets and economic performance. Ruchir Sharma at The Financial Times outlines how this is impacting capital flows: Global investors are committing more capital to a single country than ever before in modern history.
Marketing 145
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The Impact Presidential Elections Have on Markets
Wealth Management
OCTOBER 17, 2024
The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.
Marketing 278
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Podcast links: being less stupid
Abnormal Returns
MARCH 7, 2025
epsilontheory.com) Joe Fahmy talks with Jay Woods, Chief Global Strategist at Freedom Capital Markets, about his career in financial markets. (podcasts.apple.com) Matt Zeigler talks with Ben Hunt about the journey of Epsilon Theory.
Financial Market 147
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Federal Court Judge Halts Missouri Anti-ESG Rule
Wealth Management
AUGUST 14, 2024
The Securities Industry and Financial Markets Association filed a lawsuit against the regulation that took effect last year, saying there was “no precedent for it in the securities laws.”
Financial Market 277
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Top clicks this week on Abnormal Returns
Abnormal Returns
JULY 14, 2024
politico.com) Today's constructive CPI report rang a bell for financial markets. sherwood.news) How have the market's five largest stocks performed over the long run? ft.com) Just how much has indexing affected markets? Maybe this measure does.
Economy 317
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Financial Market Round-Up – Apr’24
Truemind Capital
APRIL 19, 2024
CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog. TRUEMIND’S MODEL PORTFOLIO – CURRENT ASSET ALLOCATION Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.
Top clicks this week on Abnormal Returns
Abnormal Returns
JULY 7, 2024
capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets. How much longer can it last?
Insurance 312
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Top clicks this week on Abnormal Returns
Abnormal Returns
MARCH 31, 2024
wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (capitalspectator.com) What will it take for small caps to outperform? ft.com) What it takes to add an EV charger in your garage. klementoninvesting.substack.com) There are no guarantees in life. Risk is everywhere.
Financial Market 312
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Nine Must Reads for the CRE Industry Today (Jan. 12, 2023)
Wealth Management
JANUARY 11, 2023
Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.
Financial Market 278
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Top clicks this week on Abnormal Returns
Abnormal Returns
OCTOBER 29, 2023
Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) Why aren't stocks down more?
Valuation 302
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Research links: the AI threat
Abnormal Returns
OCTOBER 8, 2024
mrzepczynski.blogspot.com) Using AI to better explain past financial market returns. alphaarchitect.com) Some academic research that has informed our understanding of market returns. (etf.com) Index replication need not be entirely mechanistic. alphaarchitect.com) Volatility and anxiety are not the same thing.
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Research links: a valuable tool
Abnormal Returns
JULY 2, 2024
mrzepczynski.blogspot.com) Just how useful is historical financial markets data? marketwatch.com) When a company shifts its financial targets - take note. Quant stuff Beware small sample sizes. bpsandpieces.com) Corporate finance Are companies any good at timing share repurchases?
Financial Market 278
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High School Sports Powerhouse Taps Merrill Wealth Management to Help Kids Plot Financial Future
Wealth Management
JULY 25, 2024
Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.
Adjusted for Risk: Zephyr Announces the 2022 PSN Top Gun Managers of the Decade
Wealth Management
APRIL 4, 2023
It was quite the decade for financial markets and one that will go down in the history books.
Management 246
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How Do Active Managers Invest Their Own Money?
The Big Picture
JANUARY 25, 2023
The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”
Management 306
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Research links: financial charlatans
Abnormal Returns
MAY 21, 2024
papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (mrzepczynski.blogspot.com) Global pricing models are a better way forward. papers.ssrn.com) How complex 10-Ks affect analyst forecasts.
Asset Allocation 262
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Is This a Bubble?
A Wealth of Common Sense
JANUARY 31, 2025
Financial markets are always interesting in the information age because the narratives change even faster than Ali Larter’s mood swings at a family meal in Landman.1 1 Two years ago everyone was convinced we were going into a recession. It was the most over-forecasted recession of all-time that never happened.
Financial Market 119
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Top clicks this week on Abnormal Returns
Abnormal Returns
JANUARY 1, 2023
topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' (crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022.
Financial Market 278
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MBA: Mortgage Applications Increase in Latest Weekly Survey
Calculated Risk
DECEMBER 14, 2022
Mortgage rates increased slightly after a month of declines, as financial markets reacted to mixed signals regarding inflation and the Federal Reserve’s next policy moves. The unadjusted Purchase Index decreased 1 percent compared with the previous week and was 38 percent lower than the same week one year ago.
Financial Market 362
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MBA: Mortgage Purchase Applications Decreased Sharply, Lowest Since 1995
Calculated Risk
FEBRUARY 22, 2023
This time of the year is typically when purchase activity ramps up, but over the past two weeks, rates have increased significantly as financial markets digest data on inflation cooling at a slower pace than expected.
Financial Market 359
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Tuesday links: moving toward the mean
Abnormal Returns
MARCH 26, 2024
wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.”
Boxes & Lines: Poking Holes in the Financial Status Quo
The Big Picture
SEPTEMBER 15, 2023
Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”
Friday links: putting your phone down
Abnormal Returns
JUNE 28, 2024
bnnbloomberg.ca) The financial markets are noisy. Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI.
Wednesday links: portfolio entropy
Abnormal Returns
OCTOBER 25, 2023
Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal.
Portfolio 277
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Thursday links: most narratives
Abnormal Returns
JULY 11, 2024
Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.
MiB: Jon McAuliffe, the Voleon Group
The Big Picture
SEPTEMBER 9, 2023
McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw.
Engineering 325
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New York Gained More Millionaires Than It Lost During the Pandemic
Wealth Management
DECEMBER 6, 2023
The latest data shows the number of millionaire households in New York City has swelled, thanks in large part to 2021’s blockbuster year for financial markets.
Financial Market 182
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Podcast links: harsh economic truths
Abnormal Returns
JULY 19, 2024
podcasts.apple.com) Cameron Passmore and Benjamin Felix talks about the dynamics of the financial market with Prof. rationalreminder.libsyn.com) Stephen Dubner on how a single company, EssilorLuxottica, came to dominate the global eyeglass market. Valentin Haddad.
Economics 261
261 
MBA: Mortgage Applications Increased in Weekly Survey
Calculated Risk
DECEMBER 6, 2023
Slower inflation and financial markets anticipating the potential end of the Fed’s hiking cycle are both behind the recent decline in rates,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. Mortgage rates declined last week, with the 30-year fixed-rate mortgage falling to 7.17
Financial Market 321
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Debunking Common Investment Myths
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]
Investing 177
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Monday links: a good problem to have
Abnormal Returns
OCTOBER 16, 2023
wealthmanagement.com) Global The UK's financial markets are dying on the vine. (axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. advisorhub.com) Sports is a bright spot in M&A this year. ft.com) Working in Hong Kong is no longer worth the risk for many companies.
What Market Pundits Got Wrong About 2024
Wealthfront
DECEMBER 12, 2024
Each year, commentators and pundits try to forecast what financial markets will do in the future. In this post, well look at three market predictions from the pundits that didnt come true in 2024. And each year, many of those predictions are wrong.
Marketing 75
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Monday links: termination by email
Abnormal Returns
JANUARY 30, 2023
nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. (nytimes.com) How layoffs.fyi became the go-to site for data on tech layoffs. slate.com) What to do with job satisfaction surveys. morningstar.com) Why sustainable funds can charge a premium. consumer is tightening their belts.
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