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Friday links: a wide range of outcomes

Abnormal Returns

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media America's population keeps shifting South.

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Wednesday links: the shelf life of a stock

Abnormal Returns

Banking The number of bank branches in the U.S. bloomberg.com) Economy The housing and manufacturing sectors are both range-bound. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? peaked in 2012. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads.

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Tuesday links: ceilings and floors

Abnormal Returns

axios.com) Tesla's ($TSLA) inventory numbers are on the rise. variety.com) Liberty Media ($FWONK) is taking control of MotoGP. bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face.

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Wednesday links: looking inward

Abnormal Returns

theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. bloomberg.com) How immigration is affecting the jobs numbers. (espn.com) There is no shortage of twins playing in the NBA.

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Monday links: unprecedented employment

Abnormal Returns

nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Financial media The financial media lapped up stories of "organized retail crime." variety.com) Lessons learned from 37 years in financial media including 'Stock analysts are hedgehogs not foxes.'

Media 228
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Thursday links: navigating a minefield

Abnormal Returns

economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Economy The 'Sahm rule' is not going to trigger any time soon.

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Friday links: the window has closed

Abnormal Returns

(corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. If I had to describe the economy using one word, I would use “strong.” (theirrelevantinvestor.com) Noah Smith, "In other words, a rising tide is lifting all boats.

Media 236