Abnormal Returns

SEPTEMBER 24, 2024

bonddad.blogspot.com) Earlier on Abnormal Returns The investment world was a different place when Josh Brown started writing. (apolloacademy.com) Economy Case-Shiller shows a 5.0% increase in national housing prices through July. calculatedriskblog.com) Slowing home price increases will continue to feed into OER.

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Investments Investing Financial Advising Retail 265

The Big Picture

NOVEMBER 18, 2024

I submitted the final manuscript for my new book, How Not to Invest , last week. It’s not easy to distill your entire investing philosophy into a single work. My trick was to sneak in the investing lesson by showing some really bad outcomes—not only in finance but in many other fields. What do you include? What do you leave out?

Investing 217

Investing Investments Media 217

Abnormal Returns

OCTOBER 7, 2024

Companies What are the chances that Google ($GOOGL) gets broken up? ft.com) Pfizer ($PFE) has an activist in Starboard Value. wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in.

Investing 279

Investing Investments Financial Advising Retail 279

Abnormal Returns

SEPTEMBER 18, 2024

Strategy No matter how you spin the numbers, day trading is a losing proposition. morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. alchemy.substack.com) 23andMe's ($ME) independent board members have resigned. axios.com) Coffee Coffee prices just keep going up. ft.com) Customized (coffee) drinks are all the rage.

Investing 254

Investing Investments Financial Advising Media 254

Nerd's Eye View

JUNE 12, 2024

For example, if an advisor recommends an investment that prioritizes the commission they would receive rather than any benefit the client would derive from it, they could incur fines and sanctions for violating their fiduciary duty as an advisor.

Fiduciary Duty 245

Fiduciary Duty Risk Tolerance Investments Investing 245

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 147

Investments Investing Assets Retail 147

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

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The Big Picture

MAY 9, 2024

@TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Media 336

Media Taxes Math Investments 336

Abnormal Returns

MARCH 3, 2024

(abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? morningstar.com) Every investing fad eventually ends. morningstar.com) Every investing fad eventually ends. awealthofcommonsense.com) Solana is at new all-time highs. What is Europe's alternative?

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Abnormal Returns

SEPTEMBER 1, 2024

Stop trying to invest like one. obliviousinvestor.com) What tennis can teach us about success in investing. awealthofcommonsense.com) Just because something is an index fund doesn't mean its a good investment. (awealthofcommonsense.com) You're not a billionaire. humbledollar.com) You can't just lock in money market rates.

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Abnormal Returns

APRIL 14, 2024

(awealthofcommonsense.com) All-time highs shouldn't prevent you from investing in the stock market. radreads.co) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' theirrelevantinvestor.com) Once you start humble bragging, it's time to rein things in.

Media 306

Media Portfolio Management Investing 306

Abnormal Returns

JULY 28, 2024

mebfaber.com) Three investment myths, debunked. microcapclub.com) Our brains weren't built for investing. Top clicks this week What is the best performing stock of all-time? morningstar.com) Lessons learned from the best performing stocks of all-time. awealthofcommonsense.com) For investors, inflation is THE enemy.

Assets 317

Assets Investing Investments Marketing 317

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 291

Financial Advising Media Economy Investing 291

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering 325

Engineering Management Portfolio Assets 325

Abnormal Returns

JUNE 24, 2024

standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for. riabiz.com) Fisher Investments is a unique asset. investmentnews.com) Why PE is still interested in financial advisory investments. pehub.com) Advisers An advisory firm is people.

Financial Advising 276

Financial Advising Retirement Assets Economy 276

Abnormal Returns

FEBRUARY 11, 2024

morningstar.com) Some classic investing lessons from Ed Thorp. barrons.com) Valuations matter, but using them in your investment process is a challenge. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J.

Valuation 284

Valuation Portfolio Investing Investments 284

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

JUNE 18, 2024

ofdollarsanddata.com) Pension funds could skip on the alternatives and just invest in low-cost index investments. crr.bc.edu) Strategy The many ways in which investing is NOT like poker. (visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes.

Financial Advising 299

Financial Advising Media Assets Economy 299

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. insights.finominal.com) Does machine learning improve on factor investing? morganstanley.com) How much do valuations matter for multi-asset investing? alphaarchitect.com) Research Managed futures returns are lumpy.

Valuation 262

Valuation Media Portfolio Assets 262

Abnormal Returns

MAY 26, 2024

tker.co) The 18 best investing blogs of 2024. thecollegeinvestor.com) Top clicks this week The 18 best investing blogs of 2024. thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps. Mentions Sam Ro's favorite free finance newsletters.

Investing 278

Investing Investments Marketing Marketing 278

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed. to 350%, with an average of 114%.

Economics 349

Economics Marketing Marketing Investments 349

Abnormal Returns

SEPTEMBER 29, 2024

Also on the site The investment world was a different place when Josh Brown started writing. washingtonpost.com) Some investments are an IQ test. In "You Weren't Supposed to See That" he takes a look back. abnormalreturns.com) Top clicks this week On the strange math of stock returns. Then there's risk. downtownjoshbrown.com)

Math 300

Math Investing Investments 300

Abnormal Returns

FEBRUARY 13, 2024

morningstar.com) Why it's so hard to compare public and private investments. caia.org) Fund management How should we assess 'pedigree' when it comes to investment managers? Private equity What does the research say about private equity performance?

Accounting 307

Accounting Assets Management Investing 307

Abnormal Returns

AUGUST 18, 2024

downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns. blogs.cfainstitute.org) There is no holy grail in investing. (optimisticallie.com) Big up and down days in the stock market tend to cluster.

Distribution 299

Distribution Assets Investing Investments 299

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' (wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds.

Economy 299

Economy Sales Investing Investments 299

Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. economist.com) Alternative investments are generally sold, not bought. Also on the site At a certain age it's time to just say no to more stuff. abnormalreturns.com) It may take time, but markets eventually work. axios.com) Why you should diversify internationally.

Retirement 294

Retirement Portfolio Investing Investments 294

Abnormal Returns

JUNE 25, 2024

Alternatives Pension plans could generate equivalent returns with low-cost, index investments. crr.bc.edu) Equity funds with VC investments don't outperform. papers.ssrn.com) Just how big is the carried interest loophole. papers.ssrn.com) 52 week highs Liquidity picks up at 52-week highs.

Retail 290

Retail Management Planning Investing 290

Abnormal Returns

OCTOBER 16, 2024

(peterlazaroff.com) Justin Carbonneau and Matt Zeigler talk with Ben Carlson about major investing mistakes. humansvsretirement.com) Jim Dahle talks with Andrew Tobias author of "The Only Investment Guide You'll Ever Need." theatlantic.com) Investing Lost decades for the stock market happen.

Transportation 289

Transportation Insurance Retirement Taxes 289

The Big Picture

MAY 6, 2024

.” The guys who made that prediction: Rex Sinquefield, co-founder of Dimensional Funds (DFA) which now runs about 677 billion; and Roger Ibbotson, professor at Yale, and winner of too many awards to count for his contributions to investing theory. To say nothing of a contrarian but accurate extrapolation of future market returns).

Numbers 290

Numbers Investments Investing Marketing 290

Abnormal Returns

NOVEMBER 5, 2023

Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' humbledollar.com) Be wary shifting too much of your money into bonds. humbledollar.com) There's nothing magic about asset allocation.

Asset Allocation 307

Asset Allocation Sales Assets Investing 307

Abnormal Returns

SEPTEMBER 18, 2024

Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. tonyisola.com) Investing shouldn't be exciting. peterlazaroff.com) Bogumil Baranowski talks with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." wapo.st) Older Americans are at-risk of rising rents.

Management 291

Management Retirement Taxes Planning 291

Abnormal Returns

DECEMBER 10, 2023

allstarcharts.com) Investing is hard. tker.co) The more room you can put between yourself and your investments, the better. Top clicks this week Why investors may regret earning 5% on cash. Really hard. awealthofcommonsense.com) What happens after a 20% up year for the stock market?

Asset Allocation 306

Asset Allocation Assets Investing Investments 306

Abnormal Returns

JUNE 17, 2024

joincolossus.com) The biz Ken Fisher is selling a minority stake in Fisher Investments to Advent International and the Abu Dhabit investment fund. abnormalreturns.com) Investing When are advisers liable for negligent investment advice? riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business.

Financial Counseling 265

Financial Counseling Compensation Planning Wealth Management Startup 265

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio.

Food 279

Food Financial Advising Media Economy 279

Abnormal Returns

JUNE 5, 2024

creativeplanning.com) Investing Why index fund investing is so counterintuitive. (ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. humbledollar.com) Gold is not taxed like stocks and bonds.

Estate Planning 299

Estate Planning Retirement Planning Taxes 299

Abnormal Returns

FEBRUARY 14, 2024

peterlazaroff.com) Barry Ritholtz talks value investing with Jeremy Schwartz of WisdomTree Investments. Podcasts Peter Lazaroff talks all things equity compensation with Derek Jess. ritholtz.com) Carl Richards talks with Jamie author of "Confessions of a Sociopath: A Life Spent Hiding in Plain Sight."

Tax Planning 282

Tax Planning Taxes Planning Investing 282

Abnormal Returns

AUGUST 13, 2024

Venture capital There is nothing normal about the distribution of angel investment returns. blogs.cfainstitute.org) How much AUM do the big hedge funds have per investment professional? blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. papers.ssrn.com) How much protection do individual investors need?

Distribution 265

Distribution Retail Media Portfolio 265