Quote of the Day
"The heroes of the bubble aren’t tweeting as much these days. They’ve learned, the hard way, that the crowd isn’t their friend. The public is only with you when you’re winning."
(Joshua Brown)
Markets
- The S&P 500 is off to its second worst start to the year. (compoundadvisors.com)
- 15 crazy charts including a look at the beating the bond market is taking in 2022. (awealthofcommonsense.com)
- 20 investing lessons learned including there is no perfect inflation hedge. (theirrelevantinvestor.com)
- How a bear markets is akin to a forest fire that helps set the table for future growth. (blairbellecurve.com)
Trading
- Brent Donnelly, "Every trader and every trading strategy has an optimal level of capital." (epsilontheory.com)
- Brett Steenbarger, "The successful trader is much more like the entrepreneur than the manufacturer of widgets. Identifying and adapting to changing markets is central to success." (traderfeed.blogspot.com)
Bitcoin
- Coinbase ($COIN) shares are down more than 80% from its IPO. (edition.cnn.com)
- El Salvador underwater on a lot of its Bitcoin. (ft.com)
- Why Bitcoin doesn't belong in 401(k) plans. (washingtonpost.com)
Apple
- After 20 years, the iPod has been discontinued. (macrumors.com)
- There's no iPhone without the iPod. (theverge.com)
- The psychology behind Apple's ($AAPL) product packaging. (trungphan.substack.com)
Netflix
- Netflix ($NFLX) is planning an ad-supported tier by year-end 2022. (mashable.com)
- Ad-supported streaming services keep adding content and subscribers. (hollywoodreporter.com)
- Netflix ($NFLX) needs to bulk up its bundle of services. (500ish.com)
Asset management
- You can't talk about the ethics of index investing without understanding what today's investors face. (etftrends.com)
- The pros and cons of moving Wall Street jobs to Nashville. (bloomberg.com)
- A look at recent asset manager diversity data. (institutionalinvestor.com)
- Manager selection is filled with all sorts of biases. (evidenceinvestor.com)
Economy
- No matter how you measure it, inflation has surged. (calculatedriskblog.com)
- Higher inflation is pulling down real wages. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Personal finance links: good ideas taken too far. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: financial BS. (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)
