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Monday links: unprecedented employment

Abnormal Returns

nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." ft.com) Economy Consumers are finally pushing back against higher prices.

Media 228
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Wednesday links: an awesome product

Abnormal Returns

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. spyglass.org) This is Apple's ($AAPL) brand promise.

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Sunday links: poor listeners

Abnormal Returns

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. seths.blog)

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Sunday links: crossed fingers

Abnormal Returns

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? city-journal.org) The number of nursing homes was in decline even before the pandemic. bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. Strategy How high a VIX is too high? wsj.com) How much can the U.S.

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Monday links: indiscriminate selling

Abnormal Returns

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

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Sunday links: disregarding the facts

Abnormal Returns

awealthofcommonsense.com) How to dole out risk in your portfolio. nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months.

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Thursday links: the cause of bubbles

Abnormal Returns

ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever.