Markets
- U.S. earnings estimates, and margins, continue to tick higher in 2024. (carsongroup.com)
- Covid was boon for U.S. corporate profitability. (sherwood.news)
Strategy
- How would you do if had tomorrow’s newspaper today? (ft.com)
- Investing is simple but not easy. (thefinancialbodyguard.com)
Finance
- Not every sovereign wealth fund is created alike. (ft.com)
- On the rollout of a stock picking AI bot. (advisorhub.com)
Fund management
- Are lower rates going to put a dent in money market funds? (wsj.com)
- Vanguard is doubling down on active fixed income funds. (ft.com)
Economy
- Weekly initial unemployment claims continue to trend lower. (calculatedriskblog.com)
- The data points toward a limited uptick in the unemployment rate. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: the digital biosphere. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: assessing your financial situation. (abnormalreturns.com)
- The investment world was a different place when Josh Brown started writing. In “You Weren’t Supposed to See That” he takes a look back. (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)
