February 2024
- A look at asset class performance for February 2024. (allstarcharts.com)
- Small cap stocks are still down on the year. (on.spdji.com)
- The momentum factor had a big month. (mrzepczynski.blogspot.com)
Markets
- What’s the biggest risk right now? (awealthofcommonsense.com)
- Stock market concentration is the norm. (acadian-asset.com)
Crypto
- Bitcoin is now worth two Teslas ($TSLA). (scheplick.com)
- Solana is at new all-time highs. (allstarcharts.com)
Sports
- Why the NFL Combine isn’t going away any time soon. (huddleup.substack.com)
- Making the business case for night golf. (mygolfspy.com)
- Don’t kid yourself thinking you can pull off a Wrexham-style turnaround of a low-level English soccer club. (nytimes.com)
- What is Apple’s ($AAPL) end game with its new sports app? (blog.johnwallstreet.com)
Weather
- The Smokehouse Creek Fire is the largest ever in Texas history. (thehotshotwakeup.substack.com)
- Weather this February highlighted a warming climate. (bloomberg.com)
- In the Upper Midwest, snow is a way of life. This winter it’s largely absent. (washingtonpost.com)
Economy
- Ten reasons why the Fed won’t cut in 2024. (apolloacademy.com)
- U.S. immigration is ‘wildly underappreciated.’ (danieldrezner.substack.com)
Earlier on Abnormal Returns
- Podcast links: the rise of the pod shop. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: basketball’s oldest tradition. (abnormalreturns.com)
- Five thoughts on the power of letting go. (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)
