Quote of the Day
"Averages from the past are not predictions of the future."
(Aaron Brown)
Markets
- The 2021 market looked a lot like 1995. (sentimentrader.com)
- Amazon ($AMZN) lagged in 2021. (ritholtz.com)
- 2021 IPOs have been crushed. (howardlindzon.com)
- REITs had a great 2021. (topdowncharts.com)
Strategy
- Secular bull markets always come along with cyclical bear markets, and vice versa. (awealthofcommonsense.com)
- Just another reminder that corporate earnings are at record highs. (theirrelevantinvestor.com)
Finance
- Private equity firm TPG ($TPG) is nearing its public debut. (wsj.com)
- Offerpad is doubling down on the iBuying business. (housingwire.com)
- Bankruptcies dipped in 2021. (axios.com)
Elizabeth Holmes
- Why Elizabeth Holmes was convicted of fraud while others like her have walked free. (washingtonpost.com)
- Elizabeth Holmes' conviction is happening amidst the 'golden age of fraud.' (thereformedbroker.com)
- The Elizabeth Holmes verdict won't prevent the next fraud. (latimes.com)
Work
- Why it seems like everybody is taking a work sabbatical these days. (wsj.com)
- How not to avoid get lowballed in a salary negotiation. (nytimes.com)
- So-called futurists are often just marketers in-disguise. (wired.com)
Economy
- The onshoring of manufacturing is accelerating but will take time to see results. (nytimes.com)
- Why the employment situation is going normalize over time. (spilledcoffee.substack.com)
Earlier on Abnormal Returns
- Personal finance links: the nature of life. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the trade-off graph. (abnormalreturns.com)
- The year investors changed their minds on gold. (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)
