Markets
- Just how bad was the 2022-23 bond drawdown? This bad… (ft.com)
- Why you should look at returns from 2022-23 as a whole. (priceactionlab.com)
Streaming
- Lionsgate ($LGF.A) is splitting Starz from its studio business. (axios.com)
- What would a Warner Bros. Discovery ($WBD) and Paramount ($PARA) merger mean for consumers? (theverge.com)
- Seven lessons learned from Netflix’s ($NFLX) viewership data, including the staying power of ‘Gilmore Girls.’ (wapo.st)
Finance
- Links to all the Wall Street 2024 investment outlooks. (ft.com)
- Six ETF market predictions for 2024 including a cooling off in the covered-call space. (morningstar.com)
Economy
- November PCE came in at 3.2% down from 5.6% at the peak. (calculatedriskblog.com)
- It makes sense that consumer confidence is rising. (bonddad.blogspot.com)
- Economic growth is trending around 2.0% (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: extreme arbitrage. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: existential ramifications. (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)
