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Quote of the Day
"Your JOB as an investor and a beekeeper is to be there for the entire life cycle, even for the really hard parts like culling a weak queen or getting out of a weak investment. Even if it’s raining outside."
(Ben Hunt)
Markets
- New all-time highs for the stock market are statistically a good thing. (thereformedbroker.com)
- Should mid-cap stocks earn any kind of premium? (bloomberg.com)
Strategy
- What happens when you buy emerging market stocks after a 30% decline? (awealthofcommonsense.com)
- Higher inflation upends the stock-bond correlation. (mrzepczynski.blogspot.com)
- Political worries? Keep an eye on the US dollar. (ftalphaville.ft.com)
Crypto
Tesla
- Tesla ($TSLA) bonds (high yield) are trading near their lows. (ftalphaville.ft.com)
- Elon Musk needs his Tim Cook. (bloomberg.com)
Netflix
- Netflix ($NFLX) wants to get more selective about the films it greenlights. (hollywoodreporter.com)
- Netflix ($NFLX) original movies are either critical hits or duds with little in-between. (qz.com)
- Do viewers care about Rotten Tomatoes ratings for TV shows? (digg.com)
Airbnb
- Cory Weinberg, "A growing share of new homes on Airbnb are year-round rentals owned by hosts who never live in them." (theinformation.com)
- Tyler Cowen, "Smart property is becoming ordinary." (marginalrevolution.com)
Funds
- Active managers can have skill and still not outperform. (etf.com)
- On the value of doing nothing when investing. (evidenceinvestor.co.uk)
Global
- Signs that China is undergoing a 'consumption downgrade.' (nytimes.com)
- Should measures of country-level corruption play a role in asset allocation? (morningstar.com)
Economy
- Weekly initial unemployment claims are hanging out at historically low levels. (calculatedriskblog.com)
- Truck tonnage continues its upward slope. (scottgrannis.blogspot.com)
- The Fed is beginning to show cracks in its consensus of continued hikes. (blogs.uoregon.edu)
Earlier on Abnormal Returns
- Startup links: ringing the bell. (abnormalreturns.com)
- Melting permafrost, penny stock losses and panic attacks: revisiting three earlier posts. (abnormalreturns.com)
- What you missed in our Wednesday links. (abnormalreturns.com)
- Personal finance links: clarity of purpose. (abnormalreturns.com)
