Markets
- The market’s biggest stocks are having a big year. (axios.com)
- The S&P 500 Top 50 returned 3.97% in May 2023. (on.spdji.com)
- How major asset classes performed in May 2023. (capitalspectator.com)
Strategy
- Cullen Roche, “The beauty of indexing is that you own the haystack rather than worrying about the needles.” (disciplinefunds.com)
- There’s nothing magical about dividend investing. (rogersplanning.blogspot.com)
- How fear gets in the way of investing success. (microcapclub.com)
Finance
- Why State Farm is pulling home insurance coverage from the California market. (grist.org)
- This leveraged ETF has destroyed half of the capital invested. (ft.com)
Apple
- Why is Apple ($AAPL) unveiling its new AR/VR headsets now? (vox.com)
- Expect a new pair of high-end Mac desktops. (arstechnica.com)
- People have consistently underestimated Apple’s ($AAPL) new product announcements. (variety.com)
AI
- Can AI be used to make better venture investments? (ft.com)
- At some big banks, ~40% of open roles are AI-related. (bloomberg.com)
- There is a boom in .ai domain names. (axios.com)
Economy
- The bond market is done with the debt limit debacle. (axios.com)
- The Fed would do well to play down what’s going on with wages. (ritholtz.com)
- The quit rate is back down to pre-pandemic levels. (axios.com)
- The Sahm rule hasn’t triggered yet. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: safer experiences. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: faith in the system. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
