Quote of the Day
"Summing up: do work, take a position, and have it be recognized as ‘right” by all legal means necessary."
(Jeffrey Bronchik)
Markets
- On the Magnificent 7 vs. Other 493 narrative. (investmenttalk.co)
- Investor sentiment is not reflecting much optimism. (allstarcharts.com)
Strategy
- Buy bonds when real yields are high. (morningstar.com)
- The problem with jumping from strategy to strategy. (priceactionlab.com)
- Just because you can invest in something doesn't mean you should. (rogersplanning.blogspot.com)
Companies
- Amazon ($AMZN) has launched its own AI chatbot. (cnbc.com)
- Twilio ($TWLO) has attracted an activist investor or two. (theinformation.com)
Finance
- Norway's SWF really wants the opportunity to invest in private equity. (ft.com)
- The knives are out for the private credit boom. (advisorhub.com)
- Why private banks fight over law firm relationships. (ft.com)
China
- How much has FDI into China fallen? (ft.com)
- How Chinese are getting money out of the country. (nytimes.com)
- Shein has confidentially filed to go public in the U.S. The company's ties to China remain in question. (cnbc.com)
Economy
- There is still little sign of weakness in consumer spending. (tker.co)
- Why haven't higher interest rates crush the economy? (carsongroup.com)
- The Case-Shiller home price index was up 3.9% year-over-year through September. (calculatedriskblog.com)
- A measure of new tenant rent are way below the measure of CPI rent. (threads.net)
- How a soft landing could play out. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: knowing market history. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: safety and reliability. (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)