Quote of the Day
"Internet platforms need to recognize that creative human communities are highly valuable resources to cultivate, not merely sources of exploitable raw material for LLMs."
(Judith Donath and Bruce Schneier)
Chart of the Day
(ritholtz.com)Geopolitics
- A look at how geopolitical events affect the stock market. (carsongroup.com)
- Why we fear doing nothing during a geopolitical crisis. (behaviouralinvestment.com)
Strategy
- Investors need to understand history and be willing to look ahead. (morningstar.com)
- Why people make seemingly bad financial decisions. (ofdollarsanddata.com)
Companies
- Meta ($META) never wants to be at the mercy of Apple ($AAPL). (stratechery.com)
- Starbucks ($SBUX) has some $2.2 billion stored in its rewards program. (sherwood.news)
- Amazon ($AMZN) has installed more than 17,000 chargers at about 120 warehouses around the US. (msn.com)
Finance
- How would 24/7 stock trading change things? (axios.com)
- When will BNPL companies start reporting to the big credit bureaus? (nytimes.com)
- Jeff Yass really doesn't want ByteDance to take a TikTok-related hit. (ft.com)
- How Citigroup ($C) continues to operate in Ukraine. (wsj.com)
Fund management
- Despite a market rally, Ark Invest AUM is struggling to maintain AUM. (wsj.com)
- Redemptions continue at the Blackstone Real Estate Income Trust. (wsj.com)
- More downside-protected ETFs are coming to market. (thinkadvisor.com)
Economy
- Jamie Dimon, “Even if we go into recession, the consumer’s still in good shape.” (nypost.com)
- Why hasn't consumer sentiment rebounded more? (crr.bc.edu)
- The privilege for the U.S. of being oil self-sufficient. (ft.com)
Earlier on Abnormal Returns
- Research links: changing market equilibria. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: old school thinking. (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)