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Thursday links: failing utterly

Abnormal Returns

wsj.com) Cal-Maine Foods ($CALM) stock rode higher egg prices all year, until today. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (capitalspectator.com) The stock market is not a Ponzi scheme.

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Saturday links: sharing and generosity

Abnormal Returns

msn.com) United Air ($UAL) has launched an investment fund looking to back sustainable fuel efforts. bloomberg.com) Food Why vegans should support lab-grown meat. theconversation.com) How ultra-processed foods affect the brain. wired.com) What are 'blue foods' and how do they differ?

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Saturday links: our negative feelings

Abnormal Returns

fastcompany.com) Food How liking Chick-Fil-A became a political hot button issue. abnormalreturns.com) Podcast links: an investing paradox. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? papers.ssrn.com) On the economics of (real) Christmas trees. Sure, why not.

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Saturday links: sympathy vs. compassion

Abnormal Returns

theverge.com) Delta Air ($DAL) is investing in eVTOL maker Joby Aviation. scientificamerican.com) Food Consumers are trading down when it comes to groceries. cnn.com) On the economics of the Costco ($COST) rotisserie chicken. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Saturday links: a happiness killer

Abnormal Returns

indystar.com) Energy Carbon capture and storage is an economic issue, not a technical one. slate.com) Why are food allergies seemingly on the rise. bloomberg.com) Investing in pandemic prevention has a positive NPV. nytimes.com) Food The USDA is surprisingly limited in its ability to regulate salmonella. in 2022.

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Global Leaders Investment Letter: August 2022

Brown Advisory

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

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Wednesday links: the market’s other plans

Abnormal Returns

axios.com) Cash Cash often looks best, when it is the worst investment. ft.com) Food Chipotle ($CMG) is now targeting smaller towns. Why don't more fast food restaurants serve them? economic surprise index is soaring. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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