Strategy
- Some neglected aspects of investing including ‘The influence of luck in outcomes.’ (investmenttalk.co)
- The story of a portfolio manager holding onto Credit Suisse stock too long. (morningstar.com)
Banks
- How is the integration of First Republic going for JP Morgan Chase ($JPM)? (theinformation.com)
- More capital would not have saved SVB. (ft.com)
Finance
- A handful of big IPOs are queued up after Labor Day including Instacart, Arm Holdings and Klayvio. (wsj.com)
- Hedge funds are a compensation scheme masquerating as an asset class, redux. (ft.com)
Companies
- Berkshire Hathaway ($BRK.A) has changed a lot since Warren Buffett turned 65. (rationalwalk.com)
- Why companies shouldn’t provide guidance. (microcapclub.com)
ESG
- ‘Woke boycotts’ are working and companies are taking note. (vox.com)
- Anti-ESG shareholder resolutions are on the rise, but aren’t gathering much support. (ft.com)
ETFs
Economy
- The July PCE price index increased 3.3% year-over-year. (calculatedriskblog.com)
- Why the unemployment rate could start ticking up. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: distracted from leisure. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: accumulation vs. decumulation. (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)
