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Monday links: getting stuff done

Abnormal Returns

Strategy Valuations matter, but using them in your investment process is a challenge. ft.com) Economy The U.S. is leading the global economy, post-pandemic. minneapolisfed.org) Heavy truck sales rose in January. nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge.

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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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Thursday links: embracing imperfection

Abnormal Returns

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (carsongroup.com) Not everything is getting more expensive. bonddad.blogspot.com) Heavy truck sales grew in November.

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Thursday links: the wisdom of indexing

Abnormal Returns

Markets TIPS are on sale. wsj.com) Databricks just raised fresh capital at a $43 billion valuation. disciplinefunds.com) Economy It's still hard to see a recession on the horizon. bonddad.blogspot.com) The resumption of student loan repayments will hit the economy. wsj.com) Strategy Bull markets have four distinct stages.

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Tuesday links: the case for diversification

Abnormal Returns

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. calculatedriskblog.com) New home sales are on the rise. abnormalreturns.com) Adviser links: a decent place. institutionalinvestor.com) How big a problem is 'volatility laundering'?

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Monday links: the changed housing market

Abnormal Returns

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Economy The labor economy drives spending, not savings. bonddad.blogspot.com) New heavy truck sales continue apace. valueplays.net) Earlier on Abnormal Returns Adviser links: technical skill. Thanks, Dave!

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Wednesday links: something completely different

Abnormal Returns

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) PE firms are still having problems keeping junior analysts.