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 313

Financial Market Portfolio Marketing Marketing 313

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 93

Financial Market Marketing Marketing 93

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 115

Financial Market Media Marketing Marketing 115

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 303

Valuation Economy Financial Market Portfolio 303

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.

Economics 267

Economics Financial Market Marketing Marketing 267

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 279

Financial Market Investing Investments Marketing 279

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 100

Financial Market Marketing Marketing Portfolio 100

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

Management Investing Investments Financial Market 306

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

Asset Allocation Retail Media Financial Market 262

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

Consulting Financial Market Marketing Marketing 52

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 279

Financial Market Portfolio Investing Investments 279

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.”

Financial Advising 279

Financial Advising Media Economy Banking 279

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.”

Wealth Management 262

Wealth Management Media Financial Market Management 262

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.

Financial Advising 245

Financial Advising Food Media Economy 245

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 278

Portfolio Financial Advising Economy Media 278

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%.

Financial Advising 247

Financial Advising Valuation Media Economy 247

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

Engineering Management Portfolio Assets 325

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

Marketing Marketing Economics Financial Market 145

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

Economics Startup Communication Economy 261

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

Investing Investments Portfolio Management Financial Market 177

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.

Financial Advising 274

Financial Advising Media Communication Banking 274

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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.

Financial Advising 246

Financial Advising Media Valuation Economy 246

The Big Picture

OCTOBER 29, 2022

Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. His new book “ The Price of Time: The Real Story of Interest ” is a nominee for FT’s 2022 Business Book of the Year. The latest SFTLR by Jeremy Siegel with Jeremy Schwartz.

Assets 298

Assets Financial Market Investing Investments 298

Abnormal Returns

NOVEMBER 2, 2022

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? (abnormalreturns.com) Research links: an extremely long horizon. abnormalreturns.com) Spending does more than change your bank balance.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

MAY 23, 2023

theblock.co) AI Fake AI stories will continue to roil the financial markets. (mailchi.mp) Crypto Prosecutors are pouring through a ton of evidence in the SBF case. nytimes.com) Coinbase ($COIN) is not sitting back in its fight with the SEC. finance.yahoo.com) OpenAI competitor Anthropic just raised a $450 million Series C round.

Financial Advising 246

Financial Advising Media Economy Banking 246

The Big Picture

APRIL 22, 2023

Fowler and Clymer (dubbed the “ High Priest of Horology “) discuss all things wristwatches and timepieces, including their experiences at the 2023 Watches & Wonders , why the marketplace has exploded over the past few years, and what are their favorite grail watches.

Compliance 299

Compliance Wealth Management Consulting Management 299

Abnormal Returns

NOVEMBER 3, 2022

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? (abnormalreturns.com) Personal finance links: yesterday's news. abnormalreturns.com) Spending does more than change your bank balance.

Financial Advising 209

Financial Advising Media Banking Economy 209

The Big Picture

SEPTEMBER 22, 2023

21, 2021) The Federal Reserve’s latest dot plot, explained (BankRate September 20, 2023) The Fed and its Dots lavish portrait (James Lavish, Dec 18 2022) The Fed ‘Dots’ Put Financial Markets In A Tizzy (Forbes 6/19/21) The post Nobody Knows Anything, Dot Plot Edition appeared first on The Big Picture.

Economics 325

Economics Financial Market Marketing Marketing 325

The Big Picture

APRIL 5, 2023

A $3 Trillion Threat to Global Financial Markets Looms in Japan Source: Bloomberg Sign up for our reads-only mailing list here. Churchill was the top U.S. private equity lender in 2022 and was “Lender of the Year” according to M&A Advisor. Kencel was named one of private credit’s 20 power players.

Taxes 289

Taxes Valuation Assets Media 289

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 299

Startup Management Economy Financial Market 299

The Big Picture

SEPTEMBER 21, 2022

A Wealth of Common Sense ) see also The 6 Ways of Influence : 6 ways of influence show up in the financial world and how you can prevent yourself from falling for such trickery. ( If nothing else, it’s good to hear from a wide range of sources to ensure you don’t get too full of yourself. ( Of Dollars And Data ). • Bloomberg ). •

Financial Advice 288

Financial Advice Engineering Economy Management 288

A Wealth of Common Sense

DECEMBER 31, 2023

2022 was one of the worst years ever for financial markets. It was the worst year ever for the Barclays Aggregate Bond Market Index. Over the past 100 years: It was the third worst year for a 60/40 portfolio. It was the seventh worst year for the S&P 500. It was the worst year ever for the 10 year Treasury bond.

Financial Market 145

Financial Market Portfolio Marketing Marketing 145

A Wealth of Common Sense

MARCH 5, 2024

I was a late bloomer when it came to becoming interested in the markets. I knew literally nothing about the financial markets until my senior year in college when I got an internship in sell-side research. I wasn’t one of these wunderkinds reading Barron’s every weekend and picking stocks when I was young.

Financial Market 142

Financial Market Investing Investments Marketing 142

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investing 147

Investing Investments Financial Market Portfolio 147

The Big Picture

JANUARY 5, 2023

Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. My early morning train WFH reads: • Get Ready for the Richcession : Well-off Americans could get hurt more than usual in the next downturn ( Wall Street Journal ). •

Food 264

Food Financial Market Assets Marketing 264

A Wealth of Common Sense

JANUARY 4, 2023

There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 124

Marketing Marketing Financial Market Numbers 124