Finance
- Analysts are in no rush to cut earnings estimates. (sherwood.news)
- Kalshi won its lawsuit against the CFTC to offer political prediction markets. (coindesk.com)
Apple
- Will AI drive a renewed iPhone upgrade cycle? (spyglass.org)
- What is Apple ($AAPL) spending all that R&D money on? (sherwood.news)
- How Apple ($AAPL) turned the watch into THE wearable. (theverge.com)
Media
- Offball is a new sports news/media site. (semafor.com)
- How much of the ‘independent media’ is really being funded by some third party? (taylorlorenz.substack.com)
Housing
- An alternative to the Case-Shiller house price numbers. (mrzepczynski.blogspot.com)
- Don’t be surprised if Americans start tapping their home equity. (bloomberg.com)
Economy
- The economy is on hold as everyone tries to figure it out. (optimisticallie.com)
- Manufacturing is a laggard in this economy. (bonddad.blogspot.com)
- Consumer inflation is pretty well anchored. (newyorkfed.org)
Earlier on Abnormal Returns
- Adviser links: staffing a growing firm. (abnormalreturns.com)
- Noted personal finance writer Jonathan Clements is dying. He still has plenty left to teach us. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
