Quote of the Day
"No one is going to become a baseball card billionaire. Rising interest rates are going to blow a lot of this stuff up. “But rates aren’t rising!” Yes they are."
(Josh Brown)
Markets
Strategy
- You can get the future right, and still be wrong about markets. (morningstar.com)
- Investment philosophies should evolve over time but slowly. (buggyhuman.substack.com)
- You can't be successful trying to be someone other than yourself. (chicagoseantrades.com)
Companies
- Roblox is once again set to go public via a direct listing. (barrons.com)
- Spotify ($SPOT) is rolling out more tools for podcasters. (axios.com)
- How Disney+ ($DIS) can keep growing beyond 100 million users. (thestreamable.com)
Funds
- Wells Fargo ($WFC) has sold its asset management arm to a couple of private equity firms. (cnbc.com)
- Mark Gilbert, "ETFs are the ideal vehicle to test the viability — or otherwise — of investment theses." (bloomberg.com)
Collectibles
- The psychology behind the boom in collectibles investing. (awealthofcommonsense.com)
- What's going on with the explosion in interest in sports card collectibles? (medium.com)
Top Shot
- A look behind the company behind Top Shop, Dapper Labs. (bleacherreport.com)
- A deep dive into the NBA Top Shot mania. (theirrelevantinvestor.com)
- Top Shot's popularity is affecting the price of traditional cards. (justinpaterno.com)
Economy
- The bond market is taking economic policy makers at their word. (statnews.com)
- Many consumer goods companies are still struggling to keep up with demand. (wsj.com)
- Why the world is experiencing a shortage of semiconductors. (bloomberg.com)
Earlier on Abnormal Returns
- Research links: random retail flow. (abnormalreturns.com)
- Did you miss the bottom in mortgage rates? (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: defining financial freedom. (abnormalreturns.com)
- Earning the permission of your audience. (abnormalreturns.com)
- Tired of hour-long podcasts? then check out your favorite bloggers read some their recent posts on The Goldmine. (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)
