Rates
- How an inverted yield curve affects stock and bond market returns. (mrzepczynski.blogspot.com)
- Utility stocks are battling higher fixed income yields. (wsj.com)
- High real yields are hurting the Federal budget deficit. (axios.com)
Strategy
- Dollar-cost averaging makes downturns less painful. (awealthofcommonsense.com)
- On the mismatch between our investment horizons and our actual behavior. (behaviouralinvestment.com)
Crypto
- What exactly would a spot Bitcoin ETF change? (blockworks.co)
- Lawyers are cleaning up on the FTX bankruptcy. (nytimes.com)
Finance
- Pension funds have successfully sued the big banks over their securities lending behavior. (pionline.com)
- Another sign that interest in cash is on the rise. (wsj.com)
Companies
- Tomasz Tunguz, “Open source software has evolved from a movement into a big business.” (tomtunguz.com)
- Why you are seeing so many ads for Employee Retention Credit services. (wsj.com)
- Lab-grown diamonds are breaking the DeBeers cartel. (marginalrevolution.com)
- ESPN’s flywheel is broken. (stratechery.com)
Fund management
- Why the ETF structure might be perfect for long-short strategies. (institutionalinvestor.com)
- Investors are starting to stretch out their bond fund durations. (morningstar.com)
Economy
- Heavy truck sales are still expanding. (calculatedriskblog.com)
- These two manufacturing sectors have yet to roll over. (allstarcharts.com)
- How much longer can the American consumer hold out? (ft.com)
- Soft landings are a rarity. (themoneyillusion.com)
Earlier on Abnormal Returns
- Research links: the importance of scale. (abnormalreturns.com)
- Adviser links: the power of personalization. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
