Markets
- Putting an estimate on long term equity market returns. (morningstar.com)
- Cybersecurity is a growing industry. (downtownjoshbrown.com)
Cash
- Cash provides you optionality. (wealthfoundme.com)
- Be careful not to overdo your cash holdings in 2024. (morningstar.com)
Reading
- Some investment sites worth reading every week including Sam Ro’s TKer. (blakebmillard.substack.com)
- 2023 wasn’t a bumper year for business books except for the likes of “Power and Progress: Our Thousand Year Struggle Over Technology and Prosperity” by Daron Acemoglu and Simon Johnson. (bloomberg.com)
Streaming
- In streaming, it’s Netflix ($NFLX) and everyone else. (arstechnica.com)
- It’s hard to see a solution, absent some streamer consolidation. (bloomberg.com)
- Kids love YouTube, streamers not so much. (wsj.com)
Housing
- The housing market can’t really normalize until inventory does. (calculatedrisk.substack.com)
- Colorado school districts are looking to help teachers with housing. (housingwire.com)
Earlier on Abnormal Returns
- Podcast links: the year in AI. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: intellectual humility. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (newsletter.abnormalreturns.com)
Mixed media
- 52 things learned in 2023 including ‘Costco is responsible for 50% of all cashew sales in the world.’ (kenthendricks.com)
- The works of art that are entering the public domain on January 1st including D.H Lawrence’s “Lady Chatterley’s Lover.” (web.law.duke.edu)
- 9 of the best things of 2023 including ‘Oppenheimer.’ (readtrung.com)
