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Saturday links: successful outsiders

Abnormal Returns

axios.com) On the economics of building a new gasoline station. insidehook.com) Food Why you should go to a farmers markets when on vacation. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Global Leaders Investment Letter: August 2022

Brown Advisory

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. In the financial markets we see evidence of cycles in capital flows as market prices rise. specialty insurer Hiscox.

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Transcript: Dave Nadig

The Big Picture

The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. NADIG: DMCY does emerging and development markets.