Quote of the Day
"One pillar of a great investment philosophy is believing that no one is spraying a confetti cannon full of cash out into the audience."
(Rubin Miller)
Strategy
- Four reasons to sell stocks now, or any time, including 'You’re getting close to retirement and need to de-risk.' (morningstar.com)
- If you're so pessimistic, why aren't your short? (marginalrevolution.com)
Crypto
- Eaglebrook Advisors, a platform offering separately managed accounts of bitcoin and other digital assets, raised a Series A. (citywireusa.com)
- CoinTracker has achieved unicorn status. (decrypt.co)
Private equity
- Larger PE firms are growing AUM at a faster rate than the smaller ones. (institutionalinvestor.com)
- From a returns perspective, PE has gotten more challenging over time. (caia.org)
Streaming
- Is it inevitable that entertainment companies buy into the gaming space? (hollywoodreporter.com)
- HBO Max is no longer the most expensive streaming service. (theverge.com)
- Why YouTube dominates the creator space. (protocol.com)
- Why streaming consolidation is inevitable. (ft.com)
Economy
- Inflation breakevens are holding steady. (econbrowser.com)
- Weekly initial unemployment claims show an Omicron-specific boost. (bonddad.blogspot.com)
- Q4 2021 GDP showed a 6.9% annual increase. (calculatedriskblog.com)
- A financialized economy makes the job of the Fed more difficult. (thereformedbroker.com)
Earlier on Abnormal Returns
- Longform links: a bet worth placing. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the long journey. (abnormalreturns.com)
- A market correction reading list from Josh, Michael, Ben, Barry and Blair. (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)
