online pharmacy order xenical without prescription with best prices today in the USA
buy cymbalta online cymbalta online generic
Quote of the Day
"The best investors are masters of subtraction."
(Novel Investor)
Markets
- Brazil's stock market is off to a good start in 2022. (axios.com)
- European bond yields are on the way higher. (allstarcharts.com)
Strategy
- Valuations matter, but so do the details. (blog.validea.com)
- Why we love to provide post hoc reasons for market moves. (ritholtz.com)
- Brett Steenbarger, "Bad trading is sticking with ideas out of stubborness." (traderfeed.blogspot.com)
- Is Facebook ($FB) the first domino to fall among Big Tech? (philbak.substack.com)
- Facebook has allowed a cadre of 'superusers' to drive engagement on the platform. (theatlantic.com)
- Facebook as a product is dead. It puts the rest of the company at-risk. (500ish.com)
Companies
- Twitter ($TWTR) has been a disappointment as a public company. (theirrelevantinvestor.com)
- Stock-based compensation schemes work best when the price keeps going up. (ft.com)
- A major accounting scandal didn't kill Luckin Coffee. (ft.com)
- Why DTC companies don't have network effects. (unchartedterritories.tomaspueyo.com)
Apple
- How did Apple ($AAPL) do product-wise in 2021? (sixcolors.com)
- Apple ($AAPL) is favoring iPhones over iPads when it comes to supply constraints. (ft.com)
- App Store, or not, Apple ($AAPL) wants to get paid. (macworld.com)
SPACs
- SPACs are the new money market funds. (wsj.com)
- The first half of 2023 is going to see a wave of SPAC expirations. (ft.com)
Funds
- Fidelity's index arm now manages some $1 trillion in assets. (on.ft.com)
- Why ETFs have a tax advantage over mutual funds. (morningstar.com)
- On the high cost of performance fees. (klementoninvesting.substack.com)
Economy
- Despite Omicron, weekly initial claims are sitting at low levels. (calculatedriskblog.com)
- January CPI came in hot guaranteeing Fed rate hikes. (bonddad.blogspot.com)
- Why inflation is hanging around. (ritholtz.com)
- Why gasoline prices could be elevated for awhile. (wsj.com)
- Americans are still overcompensating in the grocery store. (wsj.com)
- Is a recession the only cure for inflation? (capitalspectator.com)
Earlier on Abnormal Returns
- Longform links: capturing value. (abnormalreturns.com)
- Personal finance links: the nature of wealth. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: daytime drama. (abnormalreturns.com)
- The upside of creating something everyday. (abnormalreturns.com)
- What we can from Mackenzie Scott about donating money with intention. (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)
