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Monday links: a good problem to have

Abnormal Returns

(wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: picking up the phone. ft.com) Working in Hong Kong is no longer worth the risk for many companies.

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Sunday links: real world experience

Abnormal Returns

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers.

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Tuesday links: a reliance on algorithms

Abnormal Returns

theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% abnormalreturns.com) Adviser links: complex things. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? from the peak.

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Global Leaders Investment Letter: August 2022

Brown Advisory

The chart below shows global sales of wafer factory equipment with clear cycles over the past 14 years. In the financial markets we see evidence of cycles in capital flows as market prices rise. If you are a private investor you should not act or rely on this document and should consult with your financial adviser.