Markets
- The stock market has exceeded where Wall Street strategists thought it would end. (tker.co)
- Earnings seem to have returned to their normal pattern. (ritholtz.com)
- “The price of gold has barely budged for two years.” (economist.com)
Strategy
- Bear markets are transitory. (awealthofcommonsense.com)
- Why you are unlikely to outsmart the stock market. (theirrelevantinvestor.com)
- Why stocks are the best option for long term investors. (humbledollar.com)
- Economic forecasting is not the way to alpha. (thefinancialbodyguard.com)
Companies
- Bob Iger returned to a very different Disney ($DIS). (wsj.com)
- Eli Lilly ($LLY) is pushing farther into the obesity drug business. (biopharmadive.com)
- On the rapid rise (and fall) of Allbirds ($BIRD). (wsj.com)
Netflix
- Netflix ($NFLX) is still investing in the video game business. (theringer.com)
- Why Netflix ($NFLX) earnings calls are must-watch. (fastcompany.com)
Finance
- Why PE firms are targeting mom-and-pop businesses. (bloomberg.com)
- Why institutional investors want retail to jump into private equity. (institutionalinvestor.com)
- Depositors are demanding higher rates. (ft.com)
- The banking system is speeding up. (axios.com)
- Credit has flattened out this year. (disciplinefunds.com)
Twitter-Threads
- Mark Zuckerberg has revamped his image. (theatlantic.com)
- Twitter was in decline even before the launch of Threads. (wsj.com)
- How big a deal is the fact that Threads is using an open approach. (hbr.org)
- Advertisers are lining up to advertise on Threads. (slate.com)
- What happens when everyone is on a different app? (theringer.com)
- Elon Musk’s Twitter isn’t fun. (youngmoney.co)
Fund management
- The costs of ETF ownership differ by time horizon. (etf.com)
- The SEC is still trying to make money market mutual funds more resilient. (wsj.com)
- DFA wants to use the Vanguard model for ETF share classes. (etf.com)
Policy
- “America remains the only well-off democratic country without universal access to health insurance.” (slate.com)
- How different economic schools of thought did on inflation. (noahpinion.blog)
- A small group of activists is driving the voter fraud issue. (propublica.org)
- Canada wants to entice U.S. visa holders north of the border. (wsj.com)
- Is the Great Stagnation finally over? (theatlantic.com)
Inflation
- The Fed won. It’s time to declare victory. (ritholtz.com)
- Why the Fed shouldn’t fear a ‘double bump’ in inflation. (disciplinefunds.com)
- Why we are not in the clear on the inflation front, yet. (theovershoot.co)
Economy
- Good news/bad news for the U.S. economy including falling gasoline prices and rising used car prices. (awealthofcommonsense.com)
- The yield curve is still screaming recession. (econbrowser.com)
- Why is the housing market hanging in there? (city-journal.org)
- Real wages are bouncing back. (bonddad.blogspot.com)
- Americans’ views of the economy is colored by politics. (axios.com)
- Consumer confidence is birfucated. (econbrowser.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (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)
