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Friday links: bearish events

Abnormal Returns

washingtonpost.com) Streaming Why production companies are freely licensing content to streamers. entertainmentstrategyguy.com) Economy A soft landing is now consensus. (theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. variety.com) Why every cable outlet is running reruns.

Startup 219
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Thursday links: bear market endings

Abnormal Returns

theinformation.com) Jamie Dimon is cautious about the economy. finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market. noahpinion.substack.com) Why the U.S.

Marketing 130
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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022.

Ethics 192
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10 Monday AM Reads

The Big Picture

The Federal Reserve is struggling to cool inflation further without damaging the economy. Quanta Magazine ) • Why More Americans Are Using Fake License Plates and Getting Away : With It The old system of traffic control is breaking down. My back-to-work morning train WFH reads: • The Fed Has No Good Options. The easy part is over.

Math 276
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10 Friday AM Reads

The Big Picture

All of the confusion results from turning the economy off and back on again. After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. Things are very weird right now. Contradictions abound. Everything.

License 278
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10 Thursday AM Reads

The Big Picture

Carson ) • Don’t believe what anyone says about the economy. Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Including me. Will it last?

License 141
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Evaluating the Magnificent Seven Using Validea’s Guru Strategies

Validea

As the top companies in the world’s largest economy, they are seen as the leaders of the digital economy and the faces of American innovation and global success. These tech and consumer behemoths have achieved massive scale and profitability, driving the bulk of the market’s gains in recent years.