Quote of the Day
"Recessions are never good; people lose jobs and wealth, especially people who invest in very risky assets. But some recessions are worse than others."
(Allison Schrager)
Markets
- What's the difference between a secular and cyclical bull market? (ritholtz.com)
- Some things you see in every bear market including someone who claims to have called it. (awealthofcommonsense.com)
Strategy
- Vishal Khandelwal, "When it comes to investing, it is a good idea to always make decisions keeping in mind the next best opportunity." (safalniveshak.com)
- Brett Steenbarger, "If markets are ever-changing, then we must be ever-open to change." (traderfeed.blogspot.com)
Companies
- Marriott ($MAR) is rolling out a new ad network. (wsj.com)
- Why so many big companies are rolling out advertising efforts. (mobiledevmemo.com)
Finance
- Check out an actual feel-good private equity story. (axios.com)
- How much risk is sitting in the CLO market? (thediff.co)
Fund management
- Diverse asset managers are not making much headway in terms of AUM. (ft.com)
- Red states are pushing back against ESG efforts. (nymag.com)
Economy
- When it comes to the economy, 2022 is looking a lot like 2000. (axios.com)
- More signs that the housing market is finally cooling off. (axios.com)
Earlier on Abnormal Returns
- Adviser links: learning how to say no. (abnormalreturns.com)
- Writing IS thinking. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
- The ten most read items 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)
