Quote of the Day
"Corporate credit is still very flush. If the Fed really wants to slow down the party, it appears to have lots of work to do."
(Neil Irwin)
Sentiment
- Consumer sentiment in the U.S. is at recession-type levels. (allstarcharts.com)
- Can you really trust sentiment surveys? (ritholtz.com)
Companies
- Why its past time to split Twitter ($TWTR) into two companies. (stratechery.com)
- Can you make the numbers work for a Twitter ($TWTR) LBO? (ft.com)
- Here's some guesses what an Elon Musk-led Twitter ($TWTR) might do. (wsj.com)
Economy
- You can thank the war in Ukraine for a downshift in GDP expectations. (econbrowser.com)
- Why the April national homebuilder survey showed a drop in sentiment. (calculatedriskblog.com)
- How much are higher rates going to affect the housing economy? (bonddad.blogspot.com)
- Americans are still coming to terms with higher inflation. (bloomberg.com)
Earlier on Abnormal Returns
- Adviser links: financial literacy efforts. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks this week on the site. (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)