September 2023
- How major asset classes performed in September 2023. (capitalspectator.com)
- How factors have performed YTD. (insights.finominal.com)
- The S&P 500 dropped each week in September. (quantifiableedges.com)
Rates
- JP Morgan Chase ($JPM) is going hard for HNW deposits. (wsj.com)
- For some 5%+ yields make financial advice a tougher sell. (bloomberg.com)
Crypto
- There is no love lost between the crypto industry and SBF. (nytimes.com)
- How FTX was able to garner so much support from the Silicon Valley crowd. (wired.com)
- Author Michael Lewis was on 60 Minutes talking SBF and people have notes. (cbsnews.com)
Companies
- Rivian ($RIVN) is struggling to produce vehicles at scale at a profit. (wsj.com)
- Brian Chesky is rebuilding Airbnb ($ABNB) on the fly, including better quality control. (msn.com)
- With the writers strike over, late nite hosts are returning to the air. (cnbc.com)
Global
- The costs of the war in Ukraine are adding up for the Russian economy. (economist.com)
- Japanese household hold less equities than other countries. (ft.com)
- Buybacks are not just a U.S. phenomenon. (snippet.finance)
Economy
- American households are in pretty good financial shape. (awealthofcommonsense.com)
- Multi-family home starts are slowing. (wsj.com)
Earlier on Abnormal Returns
- Adviser links: a bull market in advice. (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)
Mixed media
- The tendency for AI models to ‘hallucinate’ is not great for critical financial applications. (ft.com)
- AI is going to transform work. The question is how. (oneusefulthing.org)
- In the age of ChatGPT computer science may no longer be a ‘safe’ major. (msn.com)
- Good luck trying to opt out of OpenAI and the like. (theatlantic.com)