Abnormal Returns

DECEMBER 19, 2023

advisorperspectives.com) A history of quant investing and the state of the factor zoo. aqr.com) Why it's so hard to make money betting against the stock market. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice.

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The Big Picture

MAY 1, 2023

Towards that end, check out Catherwood’s latest project: The Ages Of Finance: A Timeline Of Markets. You can sort the long history of finance on a timeline, either by specific topics — Equities, Milestones & Innovations, Commodities, Debt, and Manias & Crashes — or by “All Market History.”

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The Big Picture

JUNE 17, 2024

They are based on historical data that looks at 200 Years of Market Concentration. As the chart above shows, there are long periods of market concentration. Increased concentration is a sign of a bull market and bear markets reduce concentration.” You might be surprised at the findings.

Marketing 316

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Abnormal Returns

OCTOBER 24, 2024

Markets Degeneracy has become a fixture of the current environment. howardlindzon.com) The stock market's biggest winners started out as small caps. awealthofcommonsense.com) Cash was never meant to be a long-term investment. awealthofcommonsense.com) Cash was never meant to be a long-term investment.

Investing 289

Investing Investments Startup Financial Advising 289

The Big Picture

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Abnormal Returns

AUGUST 28, 2024

Markets The Fed's balance sheet continues to shrink. sherwood.news) Companies Is any media companies actually investable? sherwood.news) The NFL Private equity investments in the NFL are a go. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: the market canopy.

Marketing 269

Marketing Marketing Financial Advising Media 269

Abnormal Returns

OCTOBER 7, 2024

(wired.com) Venture Capital The venture capital market is still working through its excesses. optimisticallie.com) Even before the hurricanes, Florida's housing market was cooling off. spyglass.org) How Fidelity quickly raised $250 million for a new venture capital fund.

Investing 279

Investing Investments Financial Advising Retail 279

The Big Picture

OCTOBER 4, 2023

Source: Visual Capitalist Batnick also takes a swing at this: What’s the Stock Market Worth? The post $109 Trillion Global Stock Market appeared first on The Big Picture.

Marketing 334

Marketing Marketing Investing Investments 334

Abnormal Returns

MAY 1, 2024

collabfund.com) Markets have to clear. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. Good luck identifying them. behaviouralinvestment.com) How to think about debt. fortunesandfrictions.com) Companies Berkshire Hathaway ($BRK.A) ft.com) How Elon Musk's decision can affect broader society.

Marketing 279

Marketing Marketing Financial Advising Economy 279

Abnormal Returns

JANUARY 28, 2024

humbledollar.com) What happens when you stop focusing on the stock market. abnormalreturns.com) An example where investing out of spite doesn't work out. Strategy Stop obsessing about the Fed's next move. tker.co) Why the vast majority of investors should avoid alternatives. Then check out our weekly e-mail newsletter.

Marketing 278

Marketing Marketing Financial Advising Economy 278

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? To help us unpack all of this and what it means for your investments, let’s bring in Jeff Hirsch. Jeff Hirsch : Yeah. As vicious.

Marketing 317

Marketing Marketing Government Numbers 317

Abnormal Returns

AUGUST 28, 2024

crr.bc.edu) A review of Larry Swedroe's new book "Enrich Your Future: The Keys to Successful Investing." How to get out. bestinterest.blog) How Millennials pulled ahead of other generations. bankeronwheels.com) Four RMD mistakes to avoid. morningstar.com) How to track your net worth. ofdollarsanddata.com)

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Retirement Commission Marketing Marketing 286

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. Inefficient markets can lead to unexpectedly better returns. How does this affect VC investing?

Investing 182

Investing Investments Startup Valuation 182

Nerd's Eye View

APRIL 15, 2024

But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.

Marketing 240

Marketing Marketing Engineering Media 240

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Nerd's Eye View

MAY 27, 2024

This is because the tactics generally used tend to be time-based marketing tactics, and as the firm's client base and revenue grows, the advisor's time becomes increasingly valuable and in short supply. Ultimately, the key point is that marketing, when limited by an advisor's own time and energy, can only take a firm so far.

Marketing 245

Marketing Marketing Clients Media 245

The Big Picture

FEBRUARY 22, 2024

A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Going back to 1954, markets are always higher one year later – the only exception was 2007. This is the 15th time markets have made ATH highs after 12 months. Check out the table above, via Warren Pies.

Economics 349

Economics Marketing Marketing Investments 349

Nerd's Eye View

APRIL 3, 2024

The equity market is experiencing its own bifurcation, with a wide dispersion in (extremely elevated) valuations across the "Magnificent 7" and the rest of the market, which is much closer to historical averages.

Economics 244

Economics Marketing Marketing Valuation 244

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.

Investing 147

Investing Investments Assets Retail 147

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. The dumbest idea ever!

Media 336

Media Taxes Math Investments 336

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.' nytimes.com) What perma-bears get wrong about this stock market.

Media 306

Media Portfolio Management Investments 306

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. behaviouralinvestment.com) The stock market is not rigged against the little guy.

Investments 278

Investments Investing Marketing Marketing 278

Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. politico.com) Today's constructive CPI report rang a bell for financial markets. politico.com) Today's constructive CPI report rang a bell for financial markets. ft.com) Just how much has indexing affected markets?

Economy 317

Economy Financial Market Investments Investing 317

Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) It may take time, but markets eventually work. kindnessfp.com) Markets work: the case of lithium. economist.com) Alternative investments are generally sold, not bought. ofdollarsanddata.com) How often do bear markets occur?

Retirement 294

Retirement Portfolio Investments Investing 294

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?

Investments 300

Investments Investing Marketing Marketing 300

Abnormal Returns

FEBRUARY 11, 2024

morningstar.com) Some classic investing lessons from Ed Thorp. moontower.substack.com) Some signs of internal weakness in the stock market. barrons.com) Valuations matter, but using them in your investment process is a challenge. blogs.cfainstitute.org) All-time stock market highs is not a bearish signal.

Valuation 284

Valuation Portfolio Investments Investing 284

Abnormal Returns

SEPTEMBER 1, 2024

Stop trying to invest like one. humbledollar.com) You can't just lock in money market rates. 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.

Insurance 307

Insurance Management Investments Investing 307

Abnormal Returns

JULY 28, 2024

mebfaber.com) Three investment myths, debunked. microcapclub.com) Our brains weren't built for investing. sherwood.news) How much do 20-year real stock market returns vary over time? 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.

Assets 317

Assets Investments Investing Marketing 317

The Big Picture

APRIL 11, 2024

There were no disclosure rules, insider trading was rampant, and market manipulation the norm. Deregulating the brokerage industry, SEC allowed trading fees to be set by market competition for the first time in more than 180 years. Few noticed what was to become a revolution in investing. A new bull market broke out in 1982.

Commission 351

Commission Taxes Management Electronics 351

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. 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. crr.bc.edu) Strategy The many ways in which investing is NOT like poker.

Financial Advising 299

Financial Advising Media Assets Economy 299

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. vox.com) Politics and investing don't mix. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets.

Insurance 313

Insurance Assets Financial Market Investments 313

The Big Picture

MAY 6, 2024

Those two young men in Chicago in 1974 had made one of the most spectacular market calls in history.” To say nothing of a contrarian but accurate extrapolation of future market returns). Such was the case with a Justin Fox article “ 9% Forever? The actual return was 15%.)” ” The post US Equities: 9% Forever?

Numbers 290

Numbers Investing Investments Marketing 290

Abnormal Returns

AUGUST 25, 2024

Top clicks this week 15 sure-fire ways to lose money in the markets. sherwood.news) It's not your imagination, market moves are getting faster. sherwood.news) How passive investing has created market inefficiencies. awealthofcommonsense.com) Successful investors have a long time horizon. sherwood.news)

Investments 301

Investments Investing Marketing Marketing 301

The Reformed Broker

FEBRUARY 7, 2023

” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. “When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” The repetition of patterns is amazing.

Investments 363

Investments Investing Marketing Marketing 363

Abnormal Returns

DECEMBER 31, 2023

Top clicks this week Some investment sites worth reading every week including Sam Ro's TKer. awealthofcommonsense.com) Putting an estimate on long term equity market returns. blairbellecurve.com) The stock market was up big in 2023, but it wasn't easy. investmenttalk.co) Another year where ignoring market forecasts paid off.

Financial Advice 298

Financial Advice Investments Investing Marketing 298

The Big Picture

OCTOBER 10, 2022

Imagine the impact of markets losing a ~quarter of their value in one trading session. The 87 crash impacted many market-related elements. We can trace lots of today’s market structure to that event, and the changes it wrought subsequently. Overheated market : +42.5% for the first 3 quarters of the year; 2.

Insurance 360

Insurance Marketing Marketing Portfolio 360

Abnormal Returns

JUNE 23, 2024

bloomberg.com) Market breadth is not great. apexmoney.com) Big technological transitions are often associated with increase market concentration. ritholtz.com) The many ways in which investing is NOT like poker. (blogs.cfainstitute.org) Why uranium prices are soaring. sherwood.news) An appreciation of Jonathan Clements' work.

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Investments Investing Marketing Marketing 296