Quote of the Day
"It is perfectly possible to have an investment process and not realise what the underpinning beliefs are, although I would not recommend it."
(Joe Wiggins)
January 2022
- How major asset classes performed in January 2022. (capitalspectator.com)
- Liquid alts are off to a good start in 2022. (citywireusa.com)
Markets
- Multiple compression is here. (howardlindzon.com)
- Everything moves faster these days. (theirrelevantinvestor.com)
Crypto
- Om Malik, "Metaverse is the new “cloud” or “big data.” (om.co)
- New York state led in terms of crypto funding in 2021. (bloomberg.com)
Business
- Warehouse space is tight across the U.S. (nytimes.com)
- Investors are snapping up marinas as demand stays strong. (wsj.com)
- Private equity have been slow to sign up for the GFANZ. (bloomberg.com)
Funds
- Why the Supreme Court's recent ERISA decision will accelerate trends in the 401(k) space. (morningstar.com)
- Psychedelics are not legal in the U.S. but there are now three psychdelic-focused ETFs. (etf.com)
Economy
- Open jobs seem to have peaked along with Omicron. (nytimes.com)
- Don't believe the hype about apartment rents. (ritholtz.com)
- A shocking number of teachers are considering leaving the profession. (npr.org)
Earlier on Abnormal Returns
- Research links: delightfully weird anomalies. (abnormalreturns.com)
- February ESG links: stakeholder capitalism. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the best technologies. (abnormalreturns.com)
- Just because sports gambling is legal, doesn't mean you should participate. (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)
