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Friday links: doing hard things

Abnormal Returns

Markets Just how bad was the 2022-23 bond drawdown? ft.com) Why you should look at returns from 2022-23 as a whole. morningstar.com) Economy November PCE came in at 3.2% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

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Tuesday links: the vibes discourse

Abnormal Returns

capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theinformation.com) Economy State coincident indicators show a slowing economy. abnormalreturns.com) Adviser links: personability and empathy.

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Friday links: the weight of work

Abnormal Returns

on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. morningstar.com) Economy Housing is holding up U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) Good luck forecasting the next recession.

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Sunday links: thematic potholes

Abnormal Returns

arstechnica.com) Economy Another chart crime debunked. ritholtz.com) The apartment economy continues to loosen. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (etftrends.com) Policy State and local Covid stimulus funds remain unspent. Then check out our weekly e-mail newsletter.

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Friday links: a misplaced fondness

Abnormal Returns

news.crunchbase.com) Economy The PCE price index, excluding food and energy, increased 2.9%, down from a 5.4% peak in 2022. calculatedriskblog.com) 'Goldilocks' is an apt description of this economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Wednesday links: what winning looked like

Abnormal Returns

Markets 15 charts that explain 2022 returns. morningstar.com) 2022 was a good year for value. alhambrapartners.com) Commodities Managed futures returns in 2022 were front-end loaded. concoda.substack.com) Companies Google ($GOOGL) and Meta's ($META) share of digital advertising fell below 50% in 2022.

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Friday links: the most important investing skill

Abnormal Returns

ritholtz.com) India's stock market held up well in 2022. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Those stakes are set to change hands.

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