Quote of the Day
"By accelerating the discovery process, AI might not deliver just a one-off boost to economic output but permanently raise its growth rate, Brynjolfsson said."
(Greg Ip)
Markets
- A look at major asset class returns in 2023. (visualcapitalist.com)
- Long technology, short utilities was the trade in 2023. (visualcapitalist.com)
Strategy
- How to read all those market and economic forecasts. (morningstar.com)
- A look at different variants of the 60/40 portfolio. (priceactionlab.com)
Hedge funds
- David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well. (msn.com)
- Hedge funds are losing favor among financial advisers and their clients. (investmentnews.com)
Companies
- Companies are wary of relying too heavily on OpenAI. (wsj.com)
- Apple ($AAPL) is planning to launch Stolen Device Protection. (cnbc.com)
- What does Netfflix ($NFLX) have in mind for video games? (wsj.com)
ETFs
- Five ETF predictions for 2024 including the spot Bitcoin ETF. (theetfeducator.com)
- Will a spot Bitcoin ETF kill off futures-based funds? (etf.com)
Economy
- The December NFP report showed continued payroll growth and a 3.7% unemployment rate. (calculatedriskblog.com)
- Still no sign of a recession in the employment data. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: the power of attention. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a disappointing company. (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)