Quote of the Day
"You can tell when someone knows their main quest because of the way they carry themselves. The way they use their time. The arguments they stay out of. The long stretches during which you have no idea where they are or what they’re up to."
(Joshua Brown)
Markets
- Gold miners are off their lows. (sentimentrader.com)
- Your portfolio probably holds too much domestic equity. (morningstar.com)
Crypto
- Crypto-focused Paradigm announced a $2.5 billion fund. (coindesk.com)
- A DAO is trying to buy a copy of the Constitution. (notboring.co)
Venture
- How Tiger Global has helped upend the business of venture capital. (readthegeneralist.com)
- $100 million seed rounds will make it very difficult for VCs to make money. (avc.com)
Funds
- Capital gains distributions are the bane of mutual fund holders. (morningstar.com)
- 75% of European ETP trades occur off-exchange. (ft.com)
- You can't think about index design without taking capacity into account. (blogs.cfainstitute.org)
Housing
- Rental rates are soaring in metro areas. (wsj.com)
- The future of CBD office buildings may be apartments. (bloomberg.com)
Inflation
- Higher inflation is not hitting company bottom lines. (wsj.com)
- The case for patience on inflation. (theovershoot.co)
- What's the worst case for inflation? (awealthofcommonsense.com)
- Everybody's inflation experience is different. (theirrelevantinvestor.com)
- Where people see CPI to be a year from now. (ritholtz.com)
- Inflation is now a political problem. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: optimizing the right thing. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone read last week on the site. (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)
