Quote of the Day
"Expertise is about learning new ways to notice."
(Seth Godin)
Strategy
- Do you have to be a little crazy to generate superior returns? (awealthofcommonsense.com)
- What should fund investors NOT do? (behaviouralinvestment.com)
- Why recent inflation is such a jolt to the system. (realreturns.blog)
- Why you may not bullish enough, over the long run. (ofdollarsanddata.com)
Crypto
- Can Bitcoin mining ever be environmentally friendly? (nytimes.com)
- A Tennessee town is struggling with the noise from a Bitcoin mining outfit. (washingtonpost.com)
- Acorns is adding an option to invest in Bitcoin. (theblockcrypto.com)
Finance
- What does Warren Buffett see in Alleghany Corp. ($Y)? (rationalwalk.com)
- Forge Gobal ($FRGE) is now public. (news.crunchbase.com)
Global
- China is an example why GDP growth doesn't necessarily translate into stock market returns. (morningstar.com)
- Expats are fleeing Hong Kong for Singapore. (ft.com)
Economy
- The yield curve is flattening in a big way. (bonddad.blogspot.com)
- How much has the risk of a recession gone up? (capitalspectator.com)
- How sharply higher mortgage rates will affect the housing market. (calculatedrisk.substack.com)
- America is simply not building enough new housing to meet demand. (ritholtz.com)
Earlier on Abnormal Returns
- Research links: writing better equations. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: two supreme forces. (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)
