Quote of the Day
"When the whole market is overvalued, expensive companies look fairly priced compared to each other. The problem is that when valuations come back to reality, everything gets pulled down equally."
(Jack Raines)
Strategy
- Stock market investors are learning a hard lesson about bonds. (awealthofcommonsense.com)
- These are the three most important words in investing. (compoundadvisors.com)
Finance
- The line between seed and Series A rounds are blurring. (news.crunchbase.com)
- Why fintech platforms are focusing on subscriptions. (protocol.com)
- Flexport's vision and ambition are truly global in nature. (readthegeneralist.com)
Fund management
- All index funds are not created alike. (alphaarchitect.com)
- KKR & Co Inc ($KKR) just raised a $19 billion buyout fund, its biggest ever. (reuters.com)
Streaming
- Success can obscure a lot problems. That works until it doesn't. (theirrelevantinvestor.com)
- The situation at Netflix ($NFLX) is going to get worse before it gets better. (vulture.com)
- How Apple ($AAPL) can make Sunday Ticket work. (variety.com)
- The streaming business is only getting more competitive. (ramp.beehiiv.com)
Economy
- Demographics are set to be positive for housing for the rest of the decade. (calculatedrisk.substack.com)
- With home prices on the rise, expect tax property assessments to continue to rise. (housingwire.com)
Earlier on Abnormal Returns
- Adviser links: previous generations. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last 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)
