Quote of the Day
"Every development to an investment process, platform or piece of regulation should be viewed through a behavioural lens."
(Joe Wiggins)
Markets
- A sign that market breadth is waning. (sentimentrader.com)
- Muni bonds have pretty lost their after-tax yield advantage. (barrons.com)
Strategy
- Lessons learned from Capital Camp including 'Saying you're a contrarian and actually being one are two different things.' (bpsandpieces.com)
- How to win any argument on investments - change the time frame. (compoundadvisors.com)
- Eighteen financial terms that define our time including 'micro bubbles.' (blog.validea.com)
Crypto
- Insider trading comes to the NFT world. (theblockcrypto.com)
- Why did Coinbase ($COIN) pick a very public fight with the SEC? (washingtonpost.com)
- It's hard to talk about cryptocurrencies without mentioning regulation. (fullstackeconomics.com)
- Institutional investors are already moving beyond Bitcoin. (institutionalinvestor.com)
- Crypto has been the place for hedge funds in 2021. (ft.com)
Apple
- Apple's ($AAPL) lead in chip design is fading. (semianalysis.substack.com)
- Some quick reactions to the iPhone 13 event. (sixcolors.com)
- Apple ($AAPL) is pushing deeper into fitness. (frontofficesports.com)
- The Apple ($AAPL) Keynote lacked buzz. (lefsetz.com)
Rivian
- Rivian has been cleared to sell its electric light-duty pickup truck, the R1T. (barrons.com)
- Production of the R1T has begun. (techcrunch.com)
Finance
- Canva is now valued at $40 billion. (techcrunch.com)
- It's hard to avoid venture capital these days. (ritholtz.com)
- Pagaya is going public via a SPAC deal. (wsj.com)
Economy
- The case for transitory inflation is growing. (theovershoot.co)
- Industrial production now exceeds pre-pandemic levels. (bonddad.blogspot.com)
- Signing bonuses are now a feature for hourly workers. (bloomberg.com)
Earlier on Abnormal Returns
- Personal finance links: a first-world curse. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: playing lotto. (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)
