Strategy
- Why we diversify. (awealthofcommonsense.com)
- On the importance of portfolio rebalancing. (thefinancialbodyguard.com)
- Pessimists persist because we forget their poor predictions. (whitecoatinvestor.com)
Crypto
- Stablecoins are emerging as the killer use case. (theblock.co)
- Why the identify of Satoshi matters. (bloomberg.com)
- The blockchain is coming for real estate. (on.ft.com)
Activists
- What changes Starboard Value wants to see at Pfizer ($PFE). (biopharmadive.com)
- Cheesecake Factory ($CAKE) has an activist who wants the company to spinoff tertiary brands. (wsj.com)
Shipping
- America needs more supply chain experts. (sherwood.news)
- Amazon ($AMZN) has gotten rid of plastic air pillows at its warehouses. (theverge.com)
- A startup, Paccurate, wants to help companies optimize their packaging and help reduce shipping costs. (techcrunch.com)
ETFs
- ETF launches are dominated by speculative stuff. (disciplinefunds.com)
- People love to trade the iShares 20+ Year Treasury Bond ETF ($TLT) often to ill effect. (ft.com)
- The Defiance Large Cap Ex-Magnificent Seven ETF ($XMAG) has launched. (barrons.com)
Ukraine
- Russia has already been successful in depopulating Ukraine. (semafor.com)
- Ukraine was struggling with population growth even before the war. (npr.org)
- North Korean involvement in Ukraine is now apparent. (reuters.com)
Earlier on Abnormal Returns
- Research links: shorting the apocalypse. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: time and space. (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)
