Quote of the Day
"It’s becoming quite apparent that people REALLY hate inflation, even when just about everything else is humming along."
(Ben Carlson)
Strategy
- The stock market doesn't care what your valuation metrics say. (thereformedbroker.com)
- A 20% drop in an individual stock is not a bear market. (priceactionlab.com)
Sports
- It's seemingly just a matter of time before Twitter ($TWTR) is involved in sports betting. (frontofficesports.com)
- On the likelihood of someone buying Peloton ($PTON). (frontofficesports.com)
- $300 will get you this cool Green Bay Packers NFT. (wsj.com)
Alternatives
- Howard Lindzon, "The fever is everywhere in venture land." (howardlindzon.com)
- As China cracks down on its tech sector, investors are turning to India. (ft.com)
- Gary Gensler wants more transparency for private equity. (bloomberg.com)
Fund management
- Nothing in investing is free, including Schwab Intelligent Portfolios. (morningstar.com)
- How to avoid tax-inefficient mutual funds. (morningstar.com)
- Starting an ETF, 101. (alphaarchitect.com)
Economy
- National home builder confidence is still at high levels. (calculatedriskblog.com)
- Broken supply chains are forcing companies to re-shore production. (washingtonpost.com)
- Industrial production is at its highest level since December 2019. (bonddad.blogspot.com)
- North Dakota's Bakken oil fields are unlikely to return to their glory days. (ft.com)
Earlier on Abnormal Returns
- Research links: the replication crisis. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: optimizing the right thing. (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)
