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Quote of the Day
"One of the biggest joys of writing and sharing everyday is the fantastic and diverse readership that shows up to read everyday. I write to help myself think, but the perks have been incredible."
(Howard Lindzon)
Markets
- This week has historically been a weak one for the stock market. (quantifiableedges.com)
- Putting into perspective the move in bond yields. (allstarcharts.com)
- Muni bonds are in short supply these days. (barrons.com)
Strategy
- Are you really doing anything different than everyone else? (traderfeed.blogspot.com)
- Being a contrarian is tough. (klementoninvesting.substack.com)
Crypto
Companies
- Why didn't Kraft's ($KHC) Boca Burger become a Beyond Meat ($BYND)? (chicagobusiness.com)
- Fedex ($FDX) is cutting prices to fill its airplanes. (wsj.com)
- DoorDash is now outpacing GrubHub in the US restaurant delivery space. (wsj.com)
Amazon
- Amazon ($AMZN) has a big counterfeit good problem. (nytimes.com)
- Amazon ($AMZN) is paying rock-bottom rates for logistics. (businessinsider.com)
Finance
- Activist investors are still at work, but they are being much quieter about it. (axios.com)
- Matt Levine, If big public-market institutional investors can regularly buy shares in big private technology companies, an IPO for those companies becomes both less necessary (they can raise money privately) and less appealing (who’s going to buy?)." (bloomberg.com)
Funds
- Vanguard has formed a joint venture with Ant Financial. (ft.com)
- Blackrock ($BLK) is champing at the bit to put annuities into 401(k) plans. (wsj.com)
Economy
- The Chicago Fed National Activity Index (CFNAI) showed some improvement in May. (calculatedriskblog.com)
- What happens to the stock market when the Fed cuts rates. (fattailedandhappy.com)
Earlier on Abnormal Returns
- Adviser links: confusing and misleading. (abnormalreturns.com)
- Picking up plastic straws in front of an oncoming steam roller. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Ready or not, e-commerce for real estate is here! (abnormalreturns.com)
- It's not just unique domain names that are tough to come up these days. (abnormalreturns.com)
