Fund management
- Just because it’s a ‘stock pickers market’ doesn’t mean fund managers actually outperform. (morningstar.com)
- Covered-call ETFs won’t save you from a sharp market downturn. (ft.com)
Berkshire Hathaway
- Why See’s Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com)
- Why has Berkshire Hathaway ($BRK.A) built such a big cash pile? (economist.com)
Weight loss drugs
- Eli Lilly ($LLY) is selling a lot of Zepbound. (biopharmadive.com)
- GLP-1 shortages have driven sales of unbranded tirzepatide sourced from compounding pharmacies. (biopharmadive.com)
- More older Americans could benefit from weight loss drugs. (wsj.com)
- Researcher keep finding additional benefits from GLP-1 drugs. (wired.com)
Energy
- Texas is awash in natural gas. (nytimes.com)
- Gasoline prices are off their highs of the year. (wsj.com)
- Peak Oil? It depends on who you ask. (ft.com)
Economy
- Weekly initial unemployment claims ticked lower this week. (calculatedriskblog.com)
- It will be interesting to see what happens to claims over the next 4-5 weeks. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: significant severance costs. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a very simple philosophy. (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)
