Quote of the Day
"Having an investment strategy with an edge, and marrying that with a too short time horizon is identical to possessing no advantage at all."
(Joe Wiggins)
Chart of the Day
Bumble ($BMBL) and Match ($MTCH) are badly underperforming the rest of the market. (chart via YCharts)
Markets
- Are the Magnificent Seven all that overvalued? (morningstar.com)
- Has Nvidia ($NVDA) earned it valuation? (theirrelevantinvestor.com)
Crypto
- Why this crypto rally is different. (ofdollarsanddata.com)
- Wall Street is all-in on Bitcoin. (ft.com)
- Grayscale is cloning its spot Bitcoin ETF with the Grayscale Bitcoin Mini Trust ($BTC) is coming. (wealthmanagement.com)
Companies
- Why Reddit isn't allocating too much of its IPO to power users. (ft.com)
- Meta ($META) can now be added to dividend indices. (wisdomtree.com)
Global
- Signs of strength in the Mexican economy. (apricitas.io)
- Canada's economy has some real advantages. (bloomberg.com)
- Agriculture is driving Brazil's economy. (marginalrevolution.com)
Economy
- February CPI increased 0.4%. (calculatedriskblog.com)
- Post-pandemic inflation is a mix of supply and demand factors. (papers.ssrn.com)
Earlier on Abnormal Returns
- Research links: the smallest argument. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: assuming future returns. (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)