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Quote of the Day
"There are two ways that risk can ruin you: by taking way too much of it or taking way too little."
(Michael Batnick)
Chart of the Day
Bond investors have once again given up on the idea of there ever being inflation again.
Markets
- How much time should you spend parsing tariff headlines? (thereformedbroker.com)
- Does the stock market have an effect on Presidential election outcomes? (awealthofcommonsense.com)
Strategy
- Investing based on Armageddon is an oxymoron. (thereformedbroker.com)
- Cliff Asness on why factor-based investing is way harder than it looks. (afr.com)
Finance
- Nir Kaissar, "Berkshire’s portfolio remains unabashedly Buffett: big profits at a reasonable cost." (finance.yahoo.com)
- Jean-Louis Gassée, "Rewards isn’t the game that Apple Card is playing." (mondaynote.com)
Funds
- Two free ETF ideas for fund sponsors. (etf.com)
- Viking Global is making its hedge fund look ever more like a VC fund. (ft.com)
Global
- France's economy is finally outpacing Germany's. (news.yahoo.com)
- More details on Indonesia's decision to move its capital from Jakarta. (npr.org)
- The collapse of WOW Air could push Iceland into recession. (axios.com)
Economy
- The Chicago Fed National Activity Index showed slowing growth in July. (calculatedriskblog.com)
- What happens when you use an adjusted term spread to forecast recessions. (econbrowser.com)
- To ignore the inversion of the yield curve, you need a good reason. (linkedin.com)
Earlier on Abnormal Returns
- Adviser links: bypassing DIY. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The top clicks last week on the site. (abnormalreturns.com)
