Quote of the Day
"There are many awful ways to invest that we should avoid at all costs, but there is also no right way - just a range of reasonable techniques all of which come with advantages and serious drawbacks."
(Joe Wiggins)
Markets
- The rotation into value has been abrupt. (sentimentrader.com)
- Cliff Asness says it's 'too early to gloat' about the value rebound. (bloomberg.com)
Mortgages
- Mortgage rates have spiked higher in 20220. (mortgagenewsdaily.com)
- 2% 10-year Treasury yields imply a 4% 30-year conventional mortgage. (calculatedrisk.substack.com)
- Will higher mortgage rates give homebuyers another push? (cnbc.com)
Strategy
- Don't confused selling options with income. (humbledollar.com)
- Why you need to look behind the label of your international equity ETF. (etf.com)
Venture
- Female founders secured only 2% of venture capital in the U.S. in 2021. (bloomberg.com)
- European startups also saw a surge in funding in 2021. (news.crunchbase.com)
- 'Fake it til you make it' only works under certain circumstances. (marker.medium.com)
Video
- Why does Disney ($DIS) keep pushing Pixar movies straight to Disney+? (variety.com)
- There's no shortage of demand for children's content on streaming. (thestreamable.com)
- Demand for anime content keeps growing. (axios.com)
Supply chain
- California ports are struggling with Omicron-related outages. (wsj.com)
- Omicron is forcing more closures of Chinese factories and ports. (wsj.com)
Economy
- Annualized CPI hit 7.0% which is the highest rate since 1982. (calculatedriskblog.com)
- Why we may be seeking peak inflation. (thereformedbroker.com)
- How much longer will energy prices push up inflation? (klementoninvesting.substack.com)
- Real wage growth has slowed. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Personal finance links: playing the game of life. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: beta blues. (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)
