The Big Picture

AUGUST 1, 2022

I suspect Amazon algorithms will eventually figure this out, but meanwhile, it reveals that advertiser dollars and not consumers are the retail giant’s newest priority. Thirds party sales : the proliferation of third-party sales as opposed to Amazon as your retailer has led to a general degradation of quality. As Juozas Kaziuk?nas

Advertising 361

Advertising Retail Electronics Insurance 361

Abnormal Returns

OCTOBER 15, 2024

Retail Just how profitable is to trade against retail order flow? papers.ssrn.com) Zero commissions could obscure the true costs of trading. papers.ssrn.com) Quant stuff How XTX Markets have generated huge profits using cutting edge quant models. on.ft.com) A look at the companies behind the scenes setting odds at online sports books.

Commission 279

Commission Retail Marketing Marketing 279

Nerd's Eye View

JANUARY 31, 2023

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246

Clients Retail Financial Advisor Recruitment 246

Abnormal Returns

AUGUST 6, 2024

Retail Using LLMs to identify retail trader strategies. papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks. alphaarchitect.com) Analysts Why are all-start investment analysts influential? papers.ssrn.com) Can LLMs replace the average human analyst?

Retail 279

Retail Taxes Accounting Economics 279

The Big Picture

OCTOBER 12, 2023

I wanted to wait until after the (faux retail holiday) Prime Day(s) ended before sharing a few tales of further (to use Cory Doctorow’s phrase) “ Enshittification.” If there was a silver lining to the lockdowns, it is that most of us have accounts with many other retailers (Target, Walmart, InstaCart, Chewy, etc.)

Advertising 334

Advertising Retail Accounting 334

Abnormal Returns

MAY 21, 2024

morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. papers.ssrn.com) Retail traders pay attention to analyst revisions. Debt How do private debt funds perform, post-fees and properly adjusted for risk? papers.ssrn.com) Are 'fallen angels' still an opportunity?

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Wealth Management

SEPTEMBER 10, 2024

One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.

Retail 110

Retail Financial Advisor 110

Advisor Perspectives

NOVEMBER 15, 2024

Nominal retail sales in October were up 0.40% month-over-month (MoM) and up 2.85% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.15% MoM and up 0.27% YoY.

Retail 110

Retail Sales 110

Abnormal Returns

MARCH 11, 2024

ft.com) Retail Why retailers aren't talking about theft as much this year. (barrons.com) Finance A Reddit IPO is on deck. axios.com) On the end of SVB a year later. om.co) Why do investment banks love having co-heads of divisions? npr.org) Is this the future of malls?

Retail 264

Retail Media Banking Assets 264

Mish Talk

DECEMBER 17, 2022

Why Not Lower Retail Prices? Collapse In Prices Can You Take Advantage? Deflation is a B h Clever Lease Extension There you go. Some excellent comments from @guydealership and others. The lead chart suggests Carvana is headed for bankruptcy. Not to worry, I am sure the owners got out at the top with stock options and sales.

Retail 66

Retail Sales Economics 66

Abnormal Returns

SEPTEMBER 22, 2024

Hedge funds or retail traders? (msn.com) Mortgage rates are back to early 2023 levels. axios.com) The most reliable auto brands according to CR. visualcapitalist.com) Who are you going to bet on? monevator.com)

Retail 304

Retail Numbers Assets Marketing 304

Advisor Perspectives

SEPTEMBER 17, 2024

Nominal retail sales in August were up 0.05% month-over-month (MoM) and up 2.13% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 0.14% MoM and down 0.45% YoY.

Retail 104

Retail Sales 104

Abnormal Returns

OCTOBER 3, 2024

(sherwood.news) Wall Street is dying to sell private credit fund to retail investors. fastcompany.com) Who wouldn't want a corner retail in their neighborhood? wsj.com) Why it's taken years for the SEC to put in place a new market surveillance system. sherwood.news) Is the worst of the price declines for CRE over?

Financial Advising 279

Financial Advising Retail Media Economy 279

Abnormal Returns

SEPTEMBER 24, 2024

sherwood.news) Retail Online retailers are cutting back on discounts. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT). etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases? sherwood.news) A map of grocery store dominance across America.

Investments 265

Investments Investing Financial Advising Retail 265

Wealth Management

JUNE 17, 2024

After suffering outflows in January, these long-only systematic funds popular with the retail crowd have now enjoyed five consecutive months of inflows and are on track to beat 2023’s haul.

Retail 105

Retail 105

Advisor Perspectives

JULY 16, 2024

Nominal retail sales in June were down 0.02% month-over-month (MoM) and up 2.28% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.03% MoM and down 0.68% YoY.

Retail 98

Retail Sales 98

Abnormal Returns

JUNE 11, 2024

institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams. (nytimes.com) Secondaries What is the value of a secondary stake in a PE fund purchased at a big discount? wsj.com) A relatively recent FASB rule change allows for marking up the value of secondary stakes. axios.com) Economy The U.S.

Financial Advising 267

Financial Advising Retail Healthcare Economy 267

Abnormal Returns

MARCH 17, 2024

barrons.com) Why retailers aren't talking about theft as much this year. (theirrelevantinvestor.com) How much should you spend on vacation? artofmanliness.com) Privately-owned Publix is putting other grocery chains to shame. npr.org) Is this the future of malls? wsj.com)

Valuation 278

Valuation Retail 278

Advisor Perspectives

AUGUST 15, 2024

Nominal retail sales in July were up 0.97% month-over-month (MoM) and up 2.66% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.81% MoM and down 0.25% YoY.

Retail 98

Retail Sales 98

Abnormal Returns

DECEMBER 14, 2023

economist.com) Why Japanese retail investors are notoriously equity-averse. calculatedriskblog.com) Retail sales are slowing. (theirrelevantinvestor.com) All the price trends are headed in the right direction. capitalspectator.com) Global The FTSE 100 trades around 10x earnings.

Financial Advising 291

Financial Advising Retail Media Economy 291

Abnormal Returns

JUNE 25, 2024

insights.finominal.com) Retail traders just can't quit lottery stocks. (alphaarchitect.com) Is MaxCU a better measure of manager performance than something like the Sharpe Ratio? papers.ssrn.com) Why factor strategies benefit from smart rebalancing. alphaarchitect.com) Why CTAs have diversified into individual equities. papers.ssrn.com)

Retail 290

Retail Management Planning Investing 290

Abnormal Returns

AUGUST 13, 2024

ofdollarsanddata.com) Retail trading frenzies can have real world impacts. (blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. papers.ssrn.com) Research How long can stocks underperform inflation? papers.ssrn.com) How much protection do individual investors need?

Distribution 265

Distribution Retail Media Portfolio 265

Advisor Perspectives

OCTOBER 17, 2024

Nominal retail sales in September were up 0.43% month-over-month (MoM) and up 1.74% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.25% MoM and down 0.65% YoY.

Retail 97

Retail Sales 97

Calculated Risk

NOVEMBER 14, 2024

Friday: • At 8:30 AM ET, Retail sales for October will be released. increase in retail sales. Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. The consensus is for a 0.3% Also at 8:30 AM, The New York Fed Empire State manufacturing survey for November. The consensus is for a reading of 3.5,

Retail 104

Retail Sales Manufacturing 104

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. (morningstar.com) What investors get wrong about the 'Yale Model.' capitalallocators.com) How much should a fund manager hold in their own strategy? bloomberg.com) Which helps explain the sorry state of stores.

Financial Advising 279

Financial Advising Retail Numbers Media 279

Advisor Perspectives

SEPTEMBER 17, 2024

The Census Bureau's Advance Retail Sales Report for August revealed headline sales were up 0.1% last month. The latest reading was higher than the expected -0.2% monthly growth in consumer spending.

Retail 97

Retail Sales 97

The Big Picture

APRIL 10, 2023

This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. Then there is retail. Fundamental changes are taking place in the labor economy, especially within the service sector. Spend any time dining out and you cannot help but notice how short-staffed restaurants are. .

Retail 320

Retail Food Manufacturing Economy 320

The Big Picture

DECEMBER 7, 2023

Prices of durables have been falling for five straight months ( Wall Street Journal ) • US retail lobbyists retract key claim on ‘organized’ retail crime : The main lobbying group for U.S. It produced the report in collaboration with private security firm K2 Integrity. The FDA Is In Its Way.

Retail 238

Retail Commission Economy Accounting 238

Abnormal Returns

AUGUST 12, 2024

kitces.com) Advisers Why private equity is going after retail investors: fees, high fees. (riabiz.com) Altruist Altruist is shifting more clients onto its own custodian platform. riabiz.com) The latest in financial advisortech including a look at Altruist' new product offerings. kitces.com) How to get started in podcasting.

Retail 263

Retail Retirement Clients Planning 263

Abnormal Returns

MARCH 5, 2024

sparklinecapital.com) Options How retail traders use options. Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. papers.ssrn.com) A video on the Black-Scholes options pricing model. marginalrevolution.com) Alts How fundraising affects PE fund decision making.

Retail 277

Retail Portfolio Investing Investments 277

Abnormal Returns

MARCH 12, 2024

mrzepczynski.blogspot.com) How retail investors help drive post-earnings drift. (alphaarchitect.com) People (poker players) love skewness. papers.ssrn.com) Research At what rate do small caps transition into large caps? mailchi.mp) More evidence for the momentum effect.

Retail 265

Retail Management Investments Investing 265

Mish Talk

NOVEMBER 24, 2022

Welcome Change Major retailers like Kohl’s, Target, Macy’s, Walmart, J.C. Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts. Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts. said Gabriella Santaniello, founder of the retail research firm A Line Partners. Your budget is your hot trend.

Advertising 221

Advertising Retail Budgeting Sales 221

Abnormal Returns

FEBRUARY 26, 2024

morningstar.com) Alts managers are gearing up to get in front of retail investors. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out. riabiz.com) Alts How to talk to your clients about alternative investments. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference.

Wealth Management 291

Wealth Management Financial Services Retail Insurance 291

Abnormal Returns

MARCH 13, 2024

theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. (riabiz.com) AI What flavor of AI should your company buy? wsj.com) How AI is making industrial robots smarter. nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 317

Financial Advising Valuation Retail Media 317

The Reformed Broker

JANUARY 13, 2023

This week, Michael Batnick, Callie Cox, and Downtown Josh Brown discuss discuss the latest CPI data, why Michael’s feeling a little bullish, calling the Fed’s bluff, chances of a soft landing, retail investor sentiment, and much more! Listen here: The post We Just Might Pull This Off appeared first on The Reformed Broker.

Retail 262

Retail Marketing Marketing 262

Abnormal Returns

SEPTEMBER 12, 2024

nytimes.com) How Shein conquered American retail. (thezvi.substack.com) 11 predictions about AI including 'AI will create more disruption than profit.' honest-broker.com) Business The story of endless shrimp: how Red Lobster went bankrupt. msn.com) How Bob Iger maneuvered his way to return to the CEO job at Disney ($DIS).

Retail 279

Retail Economics 279

Abnormal Returns

SEPTEMBER 17, 2024

mailchi.mp) Retail Who underdiversifies the most? (ft.com) Diversification Bob Elliott, "While selection alpha is uncertain, the benefits of diversification and lower fees are far more certain." caia.org) It's easier to forecast correlations and volatility than returns. acadian-asset.com) What people focus on when looking at price charts.

Retail 264

Retail Media Accounting Assets 264