Strategy
- How (and where) to hold cash in your portfolio. (morningstar.com)
- For alternatives, Is illiquidity a feature or a bug? (savantwealth.com)
- Don’t underestimate how weird the world can be. (mr-stingy.com)
Crypto
- Grayscale won a victory against the SEC raising the prospects of a spot Bitcoin ETF. (blockworks.co)
- The entire crypto space jumped on the news. (coindesk.com)
Companies
- Nvidia’s ($NVDA) stock prices assumes rapid growth going forward. (theirrelevantinvestor.com)
- Private equity is pouring money into fiber optic networks. (wsj.com)
- Moving an exec across the country sure is expensive. (ft.com)
Global
- Germany’s economy is off-track. (wsj.com)
- Stop treating the BRICS organization like its a real thing. (noahpinion.blog)
- Ukraine’s farmers are getting squeezed. (wsj.com)
Economy
- Case-Shiller national home prices were unchanged through June. (calculatedrisk.substack.com)
- 19 economic charts worth a look including a look at increased business investment. (tker.co)
Earlier on Abnormal Returns
- Research links: the majority of returns. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: motivational interviewing. (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)
