Quote of the Day
"Indeed, the more we face loss and setback, the more important it becomes to create and immerse ourselves in meaning and beauty."
(Brett Steenbarger)
Strategy
- Gold is ultimately a bet on global chaos. (morningstar.com)
- What investors get wrong about the 'Yale Model.' (capitalallocators.com)
- How much should a fund manager hold in their own strategy? (awealthofcommonsense.com)
Retailing
- Why retail workers are quitting in record numbers. (bloomberg.com)
- Which helps explain the sorry state of stores. (wsj.com)
- How Twitter went wrong, from a user experience perspective. (daniellekurtzleben.substack.com)
- Twitter is fending off multiple suits over unpaid bills. (arstechnica.com)
- Elon is still managing Twitter according to his whims. (wsj.com)
Global
- The pullback from investing in China is clearly visible. (ft.com)
- The war in Ukraine has forced an entire generation to flee Russia. (businessinsider.com)
Housing
- The Fed failed to kill the housing market. (wsj.com)
- A record number of apartments are under construction. (axios.com)
- Americans are not cashing out on their home equity. (axios.com)
- Rising home values are boosting household net worth. (calculatedriskblog.com)
Economy
- Q3 GDP is tracking at 3% growth. (calculatedriskblog.com)
- By any measure, the current yield curve inversion is out of the ordinary. (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: finding happiness at work. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: the college casino. (abnormalreturns.com)
- Public predictions are exhausting. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)