Quote of the Day
"On a go-forward basis, we believe that the fixed income market is the most attractive it’s been since 2011."
(Jeffrey Sherman)
Strategy
- How much has indexing saved investors in fees? (evidenceinvestor.com)
- Some investors may not understand when they take on leverage. (rogersplanning.blogspot.com)
Companies
- Brad Gerstner on how to turn Meta's ($META) stock around. (medium.com)
- Big tech companies are sitting on their own bond market losses. (theinformation.com)
- Snowflake ($SNOW) is growing into its valuation. (thediff.co)
Global
- How the U.S. is trying to throttle China chip production. (wsj.com)
- China is dramatically reducing the amount of economic statistics it publishes. (econbrowser.com)
- Canadian home prices fell for the fifth straight month. (bnnbloomberg.ca)
- Inflation is a global problem. (economist.com)
Economy
- This high yield bond indicator is signalling economic trouble ahead. (axios.com)
- When will housing construction roll over in earnest? (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: what bear markets demand. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)