Quote of the Day
"The most important part about the ‘vibes’ becoming a part of the discourse is that we are acknowledging that how people feel actually really matters for how the economy performs."
(Kyla Scanlon)
Markets
- How major asset classes performed in December 2023. (capitalspectator.com)
- 2023 was a welcome respite from 2022, market-wise. (awealthofcommonsense.com)
- Growth stocks have trounced value over the past decade no matter the geography. (albertbridgecapital.com)
Strategy
- 10 predictions for 2024 including 'The economy overheats.' (theirrelevantinvestor.com)
- Don't get caught sitting in cash in 2024. (allstarcharts.com)
Elon
- Tesla ($TSLA) stock is Elon Musk's greatest creation. (herbgreenberg.substack.com)
- Fidelity has marked down its value of Twitter shares by some 70%. (finance.yahoo.com)
Finance
- Blackrock ($BLK) lost ETF market share in 2023. (ft.com)
- Dallas continues to attract big financial firms. (craincurrency.com)
- Alternatives managers are struggling to find salespeople for complex products. (ft.com)
Venture capital
- Don't look for a big rebound in VC funding in 2024 despite fresh, new opportunities. (avc.com)
- There's no sign the IPO window has reopened. (tomtunguz.com)
- Expect more early stage VCs to shut their doors in 2024. (techcrunch.com)
- Canva employees are getting an opportunity to sell stock. (theinformation.com)
Economy
- State coincident indicators show a slowing economy. (ritholtz.com)
- Nine stories for 2024 including whether inflation is now behind us. (tker.co)
- Ten thoughts on the 'transitory' inflation debate. (employamerica.org)
Earlier on Abnormal Returns
- Research links: hedging crucial risks. (abnormalreturns.com)
- Adviser links: personability and empathy. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (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)