Markets
- The stock market sniffed out the lack of a recession in 2023. (awealthofcommonsense.com)
- Rubin Miller, “Annual forecasts are a deeply entrenched legacy exercise, disoriented toward client success but highly profitable for banks.” (fortunesandfrictions.com)
Strategy
- Why you should keep in mind the ‘return on hassle’ when it comes to your investments. (ofdollarsanddata.com)
- Why people underperform their own investments. (ritholtz.com)
ETFs
- Joe Wiggins, “While it may be difficult for investors to make money from thematic funds, it is easy for asset managers.” (behaviouralinvestment.com)
- TCW Group is buying the ETF business of Engine No. 1. (wealthmanagement.com)
Hollywood
- What happens to media companies if the strike(s) drag on? (theankler.com)
- The Hollywood strikes are more than just an economic battle. (variety.com)
Work
- Why presenteeism isn’t going away any time soon. (bbc.com)
- How workers really spend their days. (wsj.com)
- Don’t schedule meetings after 4pm. (vox.com)
- Weight discrimination is real. (wsj.com)
CRE
- Dror Poleg, “Office buildings are rightly perceived as more risky, and their income less predictable.” (drorpoleg.com)
- Offices are only a part of the commercial real estate universe. (morningstar.com)
- New York City continues to add net square office footage. (bloomberg.com)
- Hotels are gearing up for longer stays. (nytimes.com)
Housing
- The May Case-Shiller numbers showed a 0.5% decrease in national home prices. (calculatedriskblog.com)
- Why new home sales are holding up better than existing home sales. (bonddad.blogspot.com)
- Joe Weisenthal and Tracy Alloway talk aboutt the two-tiered housing market with Morgan Stanley housing strategist James Egan. (bloomberg.com)
- Will Boomers act like prior generations when it comes to putting houses up for sale? (housingwire.com)
Earlier on Abnormal Returns
- Research links: finding the right model. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the authenticity of human connection. (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)
