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Weekend Reading Magazine Covers and Market Caps

Discipline Funds

A lot of people feel depressed about the economy because life is hard. 3) Bearish Magazines. Financial pundits are all mocking The Economist magazine and its very bullish cover. There’s an old theory that magazine covers tend to be a contrarian indicator. It’s hard having kids. It’s hard having two working parents.

Marketing 106
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Podcast links: fake podcast invites

Abnormal Returns

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. fasterplease.substack.com) Derek Thompson talks with Ravi Agrawal, the editor-in-chief of Foreign Policy magazine, about India under Modi. (bigtechnology.com) The Apple ($AAPL)-Spotify ($SPOT) battle is just exhausting.

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Sunday links: when irrationality takes over

Abnormal Returns

ft.com) Strategy Why you can ignore all the magazine cover commentary. bloomberg.com) Economy Consumer balance sheets are in good shape. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. yield curve has been inverted for a record amount of time. wsj.com) Marriage is a good deal, financially, in the U.S.

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10 Thursday AM Reads

The Big Picture

The weird contradictions rendering the US economy inexplicable : Thanks to the pandemic and how advanced economies responded to it, we’re in a very strange place indeed. The typical relationships between one signal from the economy and another have diverged in surprising ways. Quanta Magazine ). Bloomberg ). •

Economy 269
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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. Quanta Magazine ). Things are very weird right now. Contradictions abound. 2020 threw a wrench in everything. Everything. Irrelevant Investor ). • taxpayers millions of dollars ended up in China. . It could help us identify other worlds with life too.

License 281
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10 Monday AM Reads

The Big Picture

Geopolitics, the economy and unforeseen events will determine whether the relief will last. ( A society with murky goals whose selling point is superiority is not a healthy place to find it.” ( New York Magazine ). • New York Magazine ). Falling Oil Prices Defy Predictions. But What About the Next Chapter? New York Times ).

Food 297
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10 Weekend Reads

The Big Picture

What if I told you there was a way to mitigate that, while creating new habitats and more life, growing the economy, and making money along the way? Stratospheric IQs are like leprechauns, unicorns, or mermaids. (