Thursday links: rapid advancement

CryptoMemecoins are soaring. ( skeptical take on crypto, and using factors for crypto investing. ( is going public via a SPAC deal. ( ($HOOD) wants to provide IRAs to gig workers. ( are now lending to private credit funds. ( Goldman Sachs ($GS) trades at a discount to the stock market. ( hedge fund managers are finding fundraising challenging. ( is exiting the WW International ($WW) board. ( helped save Papa John's ($PZZA). Now he is moving on. ( Vision Pro is THE Apple ($AAPL) Television. ( your TV resolution already too good? ( countries are debating what to do with Russia's frozen assets. ('s war on Ukraine is, in part, a war on its culture. ( South Korean women are having fewer babies. ('s marriage rate is at historic lows. ( income and spending were healthy in January. ( delinquencies are on the rise. ( population is growing the fastest in the U.S.? ( on Abnormal ReturnsLongform links: basketball’s oldest tradition. ( thoughts on the power of letting go. ( you missed in our Wednesday linkfest. ( finance links: a healthy relationship with money. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaEverybody is selling your data to help train AI models. ( Twitter used to be a haven. No longer. (, Tinyletter. (»»

Category: blogSource: ABNORMALRETURNS10 hr. 29 min. ago Related News

Longform links: basketball’s oldest tradition

Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... Book excerptsAn excerpt from Rob Henderson's "Troubled: A Memoir of Foster Care, Family, and Social Class." ( excerpt from Aaron Goldfarb’s new book “Dusty Booze: In Search of Vintage Spirits.” ( excerpt from "The Alternative: How to Build a Just Economy" by Nick Romeo. ( excerpt from “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest-Growing Sport,” by Joshua Robinson and Jonathan Clegg. ( Q&A with Byron Tau author of "Means of Control: How the Hidden Alliance of Tech and Government is Creating a New American Surveillance State." ( Q&A with Brad Wilcox author of “Get Married: Why Americans Must Defy the Elites, Forge Strong Families, and Save Civilization.” ( Q&A with Christine Yu author of "Up to Speed: The Groundbreaking Science of Women Athletes." ( lessons learned from the war in Ukraine. ( still goes on in war-torn Ukraine. ( dopamine hits now drive culture. ('t look for dopamine hits in your portfolio. ( YouTubers are quitting. ( is coming for the porn industry. ( AI going to kill off the call center worker? ( chip manufacturing is a technological miracle. ( is Marc Benioff buying up land on the Big Island of Hawaii? ( are highlighting their children on social media. Look away. ('s borders have been shifting for centuries. ( a huge case of art fraud went down and was eventually exposed. ( we don't trust each other anymore. ( it's like to be a sociopath. ( emotions are made. (»»

Category: blogSource: ABNORMALRETURNS13 hr. 45 min. ago Related News

Wednesday links: a new revenue model

MarketsSome of the most speculative sectors are perking up. ( hit its highest level since November 2021. ( Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." ( rise of passive investing hasn't broken the markets. ( the 60/40 portfolio isn't going anywhere. ( happens if you invest at a stock market top? ( creditPrivate credit fundraising is slowing. ( credit valuations are all over the board. ( employees just sold shares at a $65 billion valuation. ( just raised a big new round of capital. ( TikTok's influence already peaked? ( did Vice Media go bust? ( how expensive is Apple ($AAPL) stock? ( Apple ($AAPL) is ditching its iCar efforts. ( other form factors could Apple ($AAPL) pursue? ( ($AAPL) is selling the Vision Pro all wrong. ( loss drugsData on a new Viking Therapeutics ($VKTX) weight loss drug are promising. ( are generally in favor of the new class of weight loss drugs. ('s no easy way to quit Ozempic, and like drugs. ( is the freight industry tell us about the economy? ( Q1 GDP nowcasts are trending around 2% ( increased immigration is boosting the economy. ( on Abnormal ReturnsPersonal finance links: a healthy relationship with money. ( you missed in our Tuesday linkfest. ( links: information and noise. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaFive insights from Malissa Clark's "Never Not Working: Why the Always-On Culture Is Bad for Business–and How to Fix It." ( role model isn't someone who you just copy. ( the difference between effectiveness and efficiency. (»»

Category: blogSource: ABNORMALRETURNSFeb 28th, 2024Related News

Personal finance links: a healthy relationship with money

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why... PodcastsPeter Lazaroff with five reasons you need a financial plan that have nothing to do with money. ( Carbonneau and Jack Forehand talk with Justin Castelli about your mission in life. ( well do you know yourself? Barry Ritholtz talks with David Dunning. ( Benz and Amy Arnott talk with Marc Freedman who the co-CEO and founder of about working later in life. ( Ferri talks all things taxes with Kaye Thoma of ('s the bear case for housing prices? ( a house isn't always easy. ( your 'forever home' larger or smaller? ( rising interest rates affect retirement planning. ( over-reliance on traditional IRA can be a tax problem in retirement. ( surprises in retirement including 'You'll travel less than you expect.' ( Medicare options. ('re not too clever to be conned. ( to keep older relatives from getting ripped off. ( Q&A with Manisha Thakor author of “Money Zen: The Secret to Finding Your “Enough.” ( enough looks like. ( financeHow does 'Coast FIRE' work? ( are three ways to get rich. ( can do a lot of things for you including 'helping others.' ( 'free lunches' are rare but they are out there. ( can now vote proxies for some of your ETF holdings. Should you? ( firsthand look at the IRS' Direct File program. ( creating 'generational wealth' is such a challenge. (»»

Category: blogSource: ABNORMALRETURNSFeb 28th, 2024Related News

Research links: information and noise

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... ResearchWhat factors matter for bond returns? ( to combine top-down and bottom-up aggregate earnings estimates. ( equity returns are but a guess until all capital is returned. ( biotech stocks are like lottery tickets. ( to trade Bitcoin without trading Bitcoin. ( there a 'Protestant retirement ethic'? (»»

Category: blogSource: ABNORMALRETURNSFeb 27th, 2024Related News

Tuesday links: a love/hate relationship

MarketsCommunications and health care are leading the U.S. market in 2024. ( closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. ( happens when you invest right before a bear market? ( case for, but mostly against, dividend-focused ETFs. ( it's so easy to get sucked into trading too much. ( successful launch of spot Bitcoin ETFs means people are looking to other cryptocurrencies. ( still wants no part of crypto. ( managementWarren Buffett could have continued running investment partnerships with high fees, but he didn't. ( AI could help investors vote their proxies. ('s business was built on the back of unpaid labor. ( is heavily dependent on advertising revenue. ( advertisingWhy Walmart ($WMT) decided to go head-to-head with Amazon ($AMZN) for TV ads. ( can blame the big companies for why online ads are only getting worse. ( ads are coming to your favorite streamer. ( prices are still ticking higher. ( rents are a mixed bag. ( wage growth is headed higher. ( immigration is helping the economy. ( on Abnormal ReturnsResearch links: information and noise. ( you missed in our Monday linkfest. ( links: zero engagement. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaTed Gioia, "In an overly digitized world, people embrace with intensity the few remaining ritualistic activities available to them." ( are turning to apps to find friends, not just dates. ( getting older is hard; bad stuff just piles up. (»»

Category: blogSource: ABNORMALRETURNSFeb 27th, 2024Related News

Monday links: performance pressure

InternationalThe Magnificent Seven is all anybody can talk about in the U.S. What is Europe's alternative? ('s bet on Japanese trading companies is paying off. ('s stock market as a technology play. ( investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' ('s nothing magic about holding cash. ( HathawayA closer look at Berkshire Hathway's ($BRK.A) 2023 numbers. ( notes from Warren Buffett’s 2023 letter to shareholders. ( capitalIndia's most valuable startup, Byjus, is a hot mess. ( growing number of unicorns haven't raised capital in over three years. ( cap banks are underperforming. ( investors are allocating more money to farmland. ( Q&A with Vlad Tenev, CEO of Robinhood ($HOOD). ( managers are having a moment. ( ($GOOGL) should dominate AI but it doesn't. Is culture the problem? ( Google Search just keeps getting worse. ( on Abnormal ReturnsAdviser links: zero engagement. ( you missed in our Sunday linkfest. ( clicks last week on the site. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaToyota's ($TM) big bet on hybrids is looking prescient. ( is coming for the global EV market. (»»

Category: blogSource: ABNORMALRETURNSFeb 26th, 2024Related News

Adviser links: zero engagement

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsFrazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. ( Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. ( Crosby on why not caring what other people think is a valuable asset. ( Britton talks with Michael Kitces about adviser well-being. ( bizHow Altruist has gained ground in the custody space. ( XYPN's new corporate RIA, Sapphire, will roll out. ( to talk to your clients about alternative investments. ( managers are gearing up to get in front of retail investors. ( highlights from the 2024 T3 Conference. ( consumers are increasingly trying out fintech apps. ( American College of Financial Services notes the coming shortage of advisers. ( advisers need to know about new regulations about beneficial ownership. ( advisers should work with tax professionals. ( couples can approach a financial life together. ( younger generations requires a different approach. ( look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.' (»»

Category: blogSource: ABNORMALRETURNSFeb 26th, 2024Related News

Sunday links: the end of trust

StrategyEvery investing fad eventually ends. ( CAN opt-out of the short term game. ( ($NVDA) is not just a chip company, its a platform. ('s hard to think of another large company growing sales so rapidly. ( Rosenberg, "AI is no fad, but neither was the internet. That didn't stop dotcom stocks from collapsing." ( digital coin could disrupt Bitcoin in the future. ( the Bitwise Bitcoin ETF ($BITB) became a player. ( HathawaySam Ro, "Buffett’s greatest trade didn’t involve any single financial security. Rather, I’d say his greatest trade was selling “cigar butt” investing and buying the investing philosophy championed by his right-hand man." ( link to the 2023 Berkshire Hathaway ($BRK.A) annual report and shareholder letter. ( honored the late Charlie Munger in his shareholder letter calling him the 'architect' of the company. ( thinks Berkshire can do 'slightly better' than the average U.S company. ( stocks Buffett is unwilling to sell. ( estateCharter schools are taking up space in abandoned shopping malls. ( we may have hit peak warehouse space demand. ( is undergoing a wave of auto theft. ( Portugal has nearly eliminated drug overdoses. ( satellite data to track the destruction in Ukraine over the past two years of war. ( would it cost to raise teacher pay to an ambitiously high level? ( the U.S. may rebuild China-made cranes at the ports. ( supports gun buybacks, but their effectiveness is iffy. ( Alabama's ruling could affect IVF patients. ( 401(k) isn't going away any time soon. ( to increase organ donation. ( Fed’s Reverse Repo Program is going in reverse. ( economic schedule for the coming week. ( on Abnormal ReturnsTop clicks last week on the site. ( you missed in our Saturday linkfest. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaWhat the decline of Vice Media and BuzzFeed and tell us about digital media. ( are seeing their past work go up in smoke as sites go offline. ( is adept at making mediocre stuff. (»»

Category: blogSource: ABNORMALRETURNSFeb 25th, 2024Related News

Saturday links: useless things

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... EVsMercedes Benz is pushing out the date it will go full EV. ( EV-only companies are struggling. ( EVs make for less asthma. ( the math on a hybrid vs. conventional ICE. ( how green are hybrids? ( driving is only getting worse. ( are increasingly rolling cybersecurity threats. ( AM radios may be safe now. ( wants to streamline the residential rooftop solar process. ( solar panels can serve as cover for native plants and pollinators. ('s not just the U.S. that struggles with building nuclear. ( first wave of wind turbines are in need of replacement. ( to use batteries that store heat to power industrial processes. ( quickly will heat pumps replace gas furnaces? ( minerals market is resetting. ( metal theft is on the rise. ( Great Lakes are largely ice-free this Winter. ( civic sustainability plan is no small thing. ('s no upside to air pollution, i.e particulates. ( travelWhy the big airlines have an edge over the discount airlines. ( years after the disappearance of MH370, asking if another plane can disappear without a trace. ( is a Delta Airlines ($DAL) secret trading card program. ( Odysseus lander made it to the Moon but ended up on its side. ( space junk is hard. ( have discovered a Stone Age era, one-kilometer stone wall. ( were in the Columbian Amazon some 13,000 years ago. ( ($NVDA) is increasingly a software play. ( better AI models? Combine them. ( to best use ChatGPT. ( treatments are a bit like the Wild West. ( to maintain a relationship with someone who is depressed. ( all cognitive skills decline with age. ( FDA has approved a novel type of cancer therapy to treat aggressive forms of melanoma using immune system cells from a patient's tumor. ( FDA has approved Xolair to treat severe food allergies. ( underestimated demand for its RSV vaccine for infants. ( Do you really need an annual physical? ( are getting closer to answers about myalgic encephalomyelitis/chronic fatigue syndrome, or ME/CFS. ( of nicotine-alternative Zyn are booming. ( needles for silk for vaccinations. ( is Zone 2 training. ( to improve VO2 max. ( to get started (indoor) rowing. ( sauna is more than just a hot room. ( case for hot yoga. ( overdoses don't care if you come from a successful family. ( cannabis can be used to wean users off illegal drugs. ( weed is not a guarantee of its purity. ( overview of the market for alternative proteins. ( to get more protein in your diet. ( came to farms and isn't leaving any time soon. ( levels in tuna are not really going down. ( to make a healthier potato chip. ( waste is a big problem. ( peak TV is affecting actors. ( is already taking Hollywood jobs. ( A24 ready to break into the mainstream? ( the PG-13 rating came to be. ( it would mean if college athletes were considered employees. ("The World Series of Poker for golf" is coming. ( communities are 're-wilding' golf courses. ( the surface, the NBA is facing some issues. ( ($AAPL) has a new sports (scores) app. ( Deming, "SAT scores don’t measure innate talent, but rather a composite of talent, family resources, school quality, and many other things." ( University is bringing back the SAT and ACT requirement. ( of college graduates are in jobs that don't require a degree. ( case for college admission by lottery. ( religious colleges are under increasing financial pressure. ( things that need to be taught in high school including 'You will most likely change jobs and careers numerous times in your lifetime. Never stop learning, and be flexible.' ('s not just students that are missing class more, so are teachers. ( on Abnormal ReturnsWhat you missed in our Friday linkfest. ( links: good guest guidelines. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaMost everyone is drinking less these days, except middle-aged women. ( Spanish birth rate has hit its lowest level since records began in 1941. ( KitchenAid stand mixer stands out for its durability and design. (»»

Category: blogSource: ABNORMALRETURNSFeb 24th, 2024Related News

Friday links: common investment knowledge

StrategyThere are no iron laws in finance. ( need to match decision making with the time frame. ( Nasdaq ($NDAQ) has a reverse stock split problem. ( look at some of the most shorted stocks in the world. ( biggest multi-manager hedge funds, Citadel, Millennium and Point72, keep getting bigger. ( car washes are popping up all over the country. ( ($KKR) is getting out of the music rights business. ( Berkshire Hathaway ($BRK.A) ever pay a dividend? ( to parse a CPI report. ( employment growth in 2023 lower than initially thought? ( on Abnormal ReturnsPodcast links: good guest guidelines. ( you missed in our Thursday linkfest. ( links: the CNBC paradox. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( media37 pieces of career advice including '​All success is a lagging indicator​… all the good stuff (and bad stuff) is downstream from choices made long before.' ( big employers love part-time workers. ( evidence for the four-day workweek. (»»

Category: blogSource: ABNORMALRETURNSFeb 23rd, 2024Related News

Podcast links: good guest guidelines

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the... The bizHow the Acquired podcast became a huge hit. ( you need a 'Podcaster Copilot'? ( to be a good podcast guest. ( Thompson talks with Prof. Arindrajit Dube about real wage growth. ( Ritholtz talks with Bill Dudley, former president and CEO of the Federal Reserve Bank of New York. ( Klein talks child poverty with Lisa Hamilton, CEO of the Anne E. Casey Foundation. ( Gilbert and David Rosenthal look at the apex of luxury goods, Hermès. ( Weisenthal and Tracy Alloway talk Boeing's ($BA) future with Richard Aboulafia, managing director of AeroDynamic Advisory. ( Reustle talks Heico ($HEI) with Eric Ruden, an Analyst at Ironvine Capital. ( Passmore and Benjamin Felix talks with Eric Balchunas about all things spot Bitcoin ETFs. ( Faber talks with Wes Gray and Robert Elwood about converting SMAs into an ETF. ( Seides talks with Michael Mauboussin about the changing nature of public markets. ( Carbonneau and Jack Forehand talk with Mike Green about how the growth in passive has changed markets. ( Green talks with famed investor Bruce Berkowitz of Fairholme Fund fame. ( Covel talks with Eric Crittenden of Standpoint Funds. ( McKay talks with Charles Duhigg author of "Supercommunicators: How to Unlock the Secret Language of Connection." ( Ferriss talks with Cal Newport, author of the new book "Slow Productivity: The Lost Art of Accomplishment Without Burnout." ( Harris talks with Dr. Jenny Taitz author of "Stress Resets: How to Soothe Your Body and Mind in Minutes." ( Mars talks with Walt Hickey author of "You Are What You Watch." ( O'Shaughnessy talks with Rob Henderson author of "Troubled: A Memoir of Foster Care, Family, and Social Class." (»»

Category: blogSource: ABNORMALRETURNSFeb 23rd, 2024Related News

Thursday links: lost decades

JapanThe Nikkei 225 has reach an all-time high for the first time since year-end 1989. ( a reminder the Nikkei is still below its high on a real basis. ( short term yield have been a tailwind for the innovative Alpha Architect 1-3 Month Box ETF ($BOXX). ( ECB isn't crazy about spot Bitcoin ETFs. ( keeps building up on Berkshire Hathaway's ($BRK.A) balance sheet. ( semiconductor facilities are facing some serious speed bumps. ( Apple ($AAPL) Vision Pro is "a great piece of technology. It's not yet a great product." ( Chipotle ($CMG) pushing too hard on margins? ( ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). ( really don't want AI to train on its own output. ( AI could kill off traffic to certain websites. ( no sign of an uptick in weekly initial unemployment claims. ( lower income households are faring in this economy. ( case for higher for longer. ( on Abnormal ReturnsLongform links: the CNBC paradox. ( you missed in our Thursday linkfest. ( finance links: shaming and blaming. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaWhy experiences matter more these days. ('s okay to talk about the weather. ( say no. It's okay. (»»

Category: blogSource: ABNORMALRETURNSFeb 22nd, 2024Related News

Longform links: the CNBC paradox

Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... BooksA Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." ( Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." ( Q&A with Kurt Wagner's author of "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul." ( you shouldn't trust product recommendations you see at the top of Google searches. ( the importance of the robots.txt file to how the Internet works. ( you should wait as long as possible to give your children a phone. ( Hermes is different. ( the company that sells unclaimed airline luggage. ( case for venture capital. ( was ultimately a big con. ( changing climate requires skilled communicators to explain what is going on. ('s only a matter of time before disinformation creates a real-world disaster. ( Whitfield, "The scale and spread of ant societies is a reminder that humans should not confuse impact with control." ( really don't know how to best feed out pet dogs and cats. ( much is Saudi Arabia willing to spend to make a splash in global football? ( six people who played for the Brooklyn Dodgers remain. ( Valley's elite increasing live in isolation. ( look inside the new University of Austin. ( has been with us for millennia. ( profile of Vaclav Smil author of “Size: How It Explains the World.” ( Manhattan is perpetually filled with scaffolding. ( life is like aboard a nuclear-powered submarine. (»»

Category: blogSource: ABNORMALRETURNSFeb 22nd, 2024Related News

Personal finance links: shaming and blaming

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how... PodcastsBarry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. ( Hy talks with Kyla Scanlon about lessons learned from the attention economy. ( Kopelman and Jacob Turner discuss some common personal finance misconceptions. ( Williamson talks the laws of human psychology with Morgan Housel. ( planning in retirement is so challenging. ( Benz and Amy Arnott talk with Roger Young of T. Rowe Price about non-financial considerations in retirement. ( work in retirement for any number of reasons. ( Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." ( rates make holding a mortgage in retirement easier. ( building blocks of personal finance apply to everyone. ('t make your finances more complex than they need to be. ( financial mistakes to avoid including 'Not carrying umbrella coverage.' ( should you hire a financial advisor? ( you know how to pay taxes on your Series I savings bonds? ( to consider Roth IRA conversions. ( is the IRS' Taxpayer Advocate Service? ( Cramer, "A poor understanding of your spending is nearly impossible to overcome." ( to tamp down on impulsive spending. ( to spend intentionally. ( financeStock picking is not the same thing portfolio managment. In fact, it's a distraction. ( Singletary, "When we seek to shame people for their financial shortcomings, we neglect to recognize the barriers they face." ( Dave Ramsey is finding it harder to attract Gen Z fans. ( increasing number of retirees feel 'trapped' in their Medicare Advantage plans. ( solution to higher home owner insurance premiums is to reduce coverage. ( you should update your estate documents. ( collections come with a big burden. ( won't be remembered for the work you do. (»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Wednesday links: selling certainty

MarketsThe list of Europe's biggest stocks is filled with pharma companies. ( funds have been underweight the Magnificent Seven. ( sells. Nuance is what matters. ('t invest in alternatives unless you are in it for the long run. ( equityPrivate equity distributions are way off their highs. ( equity has a growing interest in the child care industry. ( wants a chunk of ODTE options trading volume. ( you get busted for trading a rival's stock? ( fund secrecy cuts both ways. ( capitalHow Anthropic raised $7.3 billion in funding in the past year. ( tech-types are returning to San Francisco. ( continue to distance themselves from investments in China. ( DalioFund managers are narrative creating machines. Investors need to look deeper. ( can we learn from Rob Copeland's "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend." ( managementFund managers don't 'rubber stamp' proxy advisor recommendations. ( future of ETFs is the multi-class structure. ( to look for in an index including 'Is it sensible?' ( Capital has taken issue with the UK trust industry. ( bettingDraftkings ($DKNG) is expanding into online lotteries via the acquisition of Jackpot. ( betting set a record handle in 2023. ( Conference Board's LEI no longer signals recession. ( is still top of mind for consumers. ( spending has not yet returned to pre-pandemic levels. ( expectations can have long term effects. ( on Abnormal ReturnsPersonal finance links: shaming and blaming. ( you missed in our Tuesday linkfest. ( links: incremental risks. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaRetailers are cracking down on serial merchandise returners. ( appliances don't last as long as they used to. (»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Tuesday links: multiple ways to win

MarketsWhat's driving stock market returns? ( how sticky is the $6 trillion sitting in money market mutual funds? ( Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." ('t let any single asset distract you from your overall portfolio. ( rates matter. ( ($WMT) is buying TV maker Vizio ($VZIO). ( Roku ($ROKU) stock is struggling. ( ($DIS) is a winner when it comes to licensing content. ( Wall Street giants are backing away from climate pledges. ( sign of peak ESG. ( Russia continues to sell its oil on the global market. ( will have a landmine problem for years to come. ( Arabia is spending like crazy. ( coincident indicators are not great. ( yield curve is STILL inverted. ( on Abnormal ReturnsResearch links: incremental risks. ( links: helping clients feel secure. ( you missed in our Sunday linkfest. ( clicks last week on the site. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaAmericans don't move far from their mothers. ( the benefits of different generations talking. ( are moving less and less. (»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Research links: incremental risks

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... Private equityWhy niche private equity strategies outperform. ( private equity managers tilt toward bigger, safer investments. ( college endowments have outperformed for one reason - taking on more risk. ( straightforward case for the low volatility effect. ( cross-asset momentum work? ( do you account for 'catastrophic risk' in valuing a company? ( ChatGPT to forecast corporate investment. ( the value of better corporate governance. ( value only tells you so much about a bet. ( does race affect the muni bond market? (»»

Category: blogSource: ABNORMALRETURNSFeb 20th, 2024Related News

Adviser links: helping clients feel secure

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsPeter Lazaroff dives deeper into equity compensation with Derek Jess of Plancorp. ( older women are saying no to marriage, largely for money reasons. ( Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." ( wealth management industry is going to be slammed with demand. ( indexing has made for a better financial advice industry. ( bizCreative Planning was able to retain some 60% of the United Capital assets. ( Planning Network is launching a new in-house RIA, XYPN Sapphire. ( lot of RIAs are in that in-between stage. ( individuals need to ask themselves why they are getting pitched expensive alternatives. ( Tony Robbins wants to sell you on alternatives. ( securitySpousal claiming strategies for Social Security are nuanced. ( to research a Social Security question. ( planningChanging an estate plan takes time. ( your clients have a digital estate plan? ( advisers don't need to fear AI. ( members want 'authentic appreciation' not recognition. ( to work with a niche, like veterinarians. ( to fight better about money as a couple. ( older Americans are at-risk of scams. ( the pandemic affected life insurance premia. ( tax treatment differs across states for 529-to-Roth IRA rollovers. ( Charitable distributed $11.8 billion in donor-recommended grants in 2023. (»»

Category: blogSource: ABNORMALRETURNSFeb 19th, 2024Related News

Sunday links: leading layoffs

StrategyWhy you need to further investigate high dividend yields. ( it takes time to come to appreciate a company. ( great company need not make for a good stock. ( lesson learned from crypto including 'Be fearful when you feel invincible.' ( are still waiting for the adoption of crypto in the real world. ( every Bitcoin ETF is going to survive. ( Bitcoin to other technologies. ( managementA look at Vanguard's two new core bond ETFs. ( Simplify Tail Risk Strategy Fund ($CYA) had a 'shockingly bad run.' ( hedge fund strategies are ending up in the ETF wrapper. ( is a superpower for the American economy. ( Chinese migrants are coming to the U.S. via Mexico. ( case for spending more on infants. ( Trump-era White House Medical Unit was a free-for-all. ( opioid access make suicide more likely. ( death rates rise in the Winter. ( should not be a social safety net. ( pandemic era murder boom is slowly ebbing. ( and political giving seem to be substitutes. ( market has failed us when it comes to local news. ( the natural rate of interest matters. ('s going on with consumer credit? ( economic schedule for the coming week. ( on Abnormal ReturnsTop clicks this week on the site. ( you missed in our Saturday linkfest. ( you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. ( mediaThis South Korean firm is paying workers some $75,00 when they have a child. ( you have fewer cousins than earlier generations. (»»

Category: blogSource: ABNORMALRETURNSFeb 18th, 2024Related News