Markets
- The U.S. stock market has crushed international competitors since the GFC. (bilello.blog)
- A stock picker’s market still requires actually picking winning stocks. (wsj.com)
Finance
Real estate
- Apartment building loans are increasingly at-risk. (nytimes.com)
- Suburban and CBD are two very different office markets. (wsj.com)
- Why the pool construction boom went bust. (axios.com)
Global
- The current case for UK stocks. (ft.com)
- France is jam-packed with tourists this summer. (herbgreenberg.substack.com)
- What happens when Starbucks ($SBUX) enters a country. (economist.com)
Economy
- Sam Ro, “The U.S. economy continues to create jobs. But the trend clearly continues to cool.” (tker.co)
- The June NFP showed an increase of 206k jobs and a 4.1% unemployment rate. (calculatedriskblog.com)
- What $5 McDonald’s ($MCD) meals say about inflation. (bloomberg.com)
- Heavy truck sales were flat in June. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: the solar revolution. (abnormalreturns.com)
- Longform links: something we forgot. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: our reliance on money. (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)
