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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 211
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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 240
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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? newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice. bloomberg.com) Some ETF statistics for 2023.

Assets 244
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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 211
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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? newsletter.abnormalreturns.com) Mixed media Just how much is China's economic growth slowing?

Assets 208
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Wednesday links: larger market trends

Abnormal Returns

on.spdji.com) How major asset classes performed in April 2024. wsj.com) How at-risk is Japan to financial instability? marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago.

Marketing 258
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Thursday links: forced returns

Abnormal Returns

Markets Three assets that don't diversify your portfolio as well as you think. morningstar.com) Risk-on assets have failed to outperform in 2024. sherwood.news) Sports business The NFL is playing their hand well with media partners. spyglass.org) Economy A soft landing is still on the table.