Quote of the Day
"Sentiment readings can be fantastic contrary indicators, but they are rarely actionable, and then only when at extremes."
(Barry Ritholtz)
Markets
- Some very good reasons why consumer (and investor) sentiment is in the dumps. (theirrelevantinvestor.com)
- Information hygiene is crucial in a bear market. (ritholtz.com)
Venture capital
- VCs and founders are going to have to unlearn some lessons. (howardlindzon.com)
- Andreessen Horowitz has raised a $600 million fund to invest in games. (venturebeat.com)
- Some things that founders should re-focus on at this time. (medium.com)
- Elite schools still account for the most startup founders. (news.crunchbase.com)
Fund management
- The end of falling rates is going to put big managers like Pimco to the test. (ft.com)
- Vanguard is struggling with their info systems. (etf.com)
Economy
- Gasoline is now more than $4 a gallon in all 50 states. (cbsnews.com)
- Housing is set to be a net positive for the economy over the coming year. (bonddad.blogspot.com)
- Not every recession means a disaster. (awealthofcommonsense.com)
- How remote work affected home prices. (marginalrevolution.com)
Earlier on Abnormal Returns
- Personal finance links: investor psyches. (abnormalreturns.com)
- A Q&A with Brian Feroldi author of “Why Does the Stock Market Go Up.” (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: adapting to changing markets. (abnormalreturns.com)
- Writing IS thinking. (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)
