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Monday links: attention as an asset class

Abnormal Returns

Markets How major asset classes performed in March 2024. morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data.

Assets 207
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Sunday links: a satellite asset

Abnormal Returns

npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Hong Kong is self-destructing.

Assets 236
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Wednesday links: ancient asset returns

Abnormal Returns

etf.com) Economy Real wages are now above pre-pandemic levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (platformer.news) Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems. bloomberg.com) Some ETF statistics for 2023.

Assets 241
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Sunday links: a useful asset

Abnormal Returns

currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ritholtz.com) Rate hikes are working.

Assets 208
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Tuesday links: buying cheaper assets

Abnormal Returns

hypercritical.co) Economy Case-Shiller showed a 2.6% abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (coindesk.com) Apple AI is coming to Apple ($AAPL) GPUs. om.co) Apple TV+ just doesn't have a big enough library.

Assets 205
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Thursday links: sharing your best work

Abnormal Returns

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

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Wednesday links: looking inward

Abnormal Returns

Markets A look back at Q1 2024 asset class returns. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. novelinvestor.com) Growth and value performance flip-flopped in March 2024.