Remove Economy Remove Financial Advising Remove Retail Remove Valuation
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Wednesday links: a good process

Abnormal Returns

on.ft.com) There is still a lot of uncertainty around office building valuations. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wired.com) The spot Bitcoin ETF fee war is here.

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Tuesday links: liquid and legible

Abnormal Returns

theirrelevantinvestor.com) Do market valuations mean revert over time? morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility.

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Friday links: the most important investing skill

Abnormal Returns

(ft.com) Startups How unicorns are dealing with the decline in valuations. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. Those stakes are set to change hands.

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Friday links: the ESG boom

Abnormal Returns

ft.com) Retail investors are increasingly snapping up T-bills at auction. tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated.

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Sunday links: the appeal of simple stories

Abnormal Returns

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. 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: old finance articles

Abnormal Returns

allstarcharts.com) And valuations are still attractive. institutionalinvestor.com) Are retail investors going to return to crypto? fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people.

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Thursday links: the cause of bubbles

Abnormal Returns

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?