The Big Picture
DECEMBER 11, 2023
billion in retail inventory losses in 2021 was not “attributable to organized retail crime.” That line is just another in a long series of falsehoods put forth by the professional b *s at the National Retail Federation. This costs retailers anywhere between $15-20 billion annually in the US. No, “ nearly half ” of $94.5
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
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Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management
SEPTEMBER 24, 2024
Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.
Abnormal Returns
MARCH 17, 2025
propublica.org) Economy Retail sales are decelerating. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. (scottsumner.substack.com) What do we lose if the world turns against the U.S.? paulkrugman.substack.com) The U.S. has halted efforts to clean up Agent Orange in Vietnam.
Wealth Management
JUNE 25, 2024
A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.
The Big Picture
NOVEMBER 27, 2024
Investors should consider this when they create a portfolio. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. And, we never know when that Boulder, which disrupts everything, will come along.
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