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Friday links: irresponsible investing

Abnormal Returns

monevator.com) Diamonds are a lot less attractive when you can simply manufacture more. ft.com) Venture capital Most companies are not suitable for a venture capital investment. msn.com) Economy Is the decline in inflation done? (youngmoney.co) Strategy The case for TIPS at today's levels. vox.com) Finance Look out.

Investing 230
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Wednesday links: larger market trends

Abnormal Returns

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. (collabfund.com) Markets have to clear.

Marketing 246
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Question #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?

Calculated Risk

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 110
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Friday links: foolishly reckless

Abnormal Returns

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. bonddad.blogspot.com) The U.S.

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The Equity Beat: Old Economy Stocks Aging Like Fine Wine

Brown Advisory

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98
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Thursday links: analysts and accountants

Abnormal Returns

No matter their manufacturer, nearly all future EVs in America will rely on Tesla." axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

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What’s Wrong with China’s Economy?

Trade Brains

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 5️⃣ Foreign direct investment is down 6️⃣ Overall debt-to-GDP ratio is about 300% and rising 7️⃣ Decreasing population: In 2022, China’s population fell for the first time since 1961, which was not expected until 2029 or later.

Economy 72