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Wednesday links: a good process

Abnormal Returns

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. on.ft.com) There is still a lot of uncertainty around office building valuations. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here.

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Thursday links: margins of safety

Abnormal Returns

(theirrelevantinvestor.com) Big tech stocks have their own valuation experience. ft.com) CRE How much commercial real estate exposure do regional banks really have? nytimes.com) Economy Weekly initial unemployment claims are off their lows of a year ago. wisdomtree.com) Big Tech has messed with factor investors.

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Wednesday links: an awesome product

Abnormal Returns

(marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. apolloacademy.com) How much longer can banks and office owners push out loan expirations? entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

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Sunday links: the appeal of simple stories

Abnormal Returns

tker.co) You can't take historical stock market statistics to the bank. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Monday links: the changed housing market

Abnormal Returns

Markets Small cap stocks stand out for their cheap valuations. nytimes.com) Finance When will the big banks fix its Zelle fraud problem? morningstar.com) Economy The labor economy drives spending, not savings. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: a healthy accounting system

Abnormal Returns

capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. every.to) Q3 saw big drops in startup valuations. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. abnormalreturns.com) Spending does more than change your bank balance.

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Sunday links: pricing in risk

Abnormal Returns

wsj.com) How a seed investor approaches valuation discussions. newyorker.com) Who benefits from the existence of the Federal Home Loan Bank system? nytimes.com) Economy How will the fertility crisis affect GDP growth? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?