Quote of the Day
"How much of this summer do you want to give to debates about interest rates where you have absolutely no say whatsoever in the outcome?"
(Joshua Brown)
Markets
- How much do real yields matter for stocks? (morningstar.com)
- Big drops in consumer staples stocks is not a sign of a healthy market. (priceactionlab.com)
- The bear market is here for inexperienced investors. (nytimes.com)
Strategy
- Ten ways to deal with the current bear market including 'Begin your plan by acknowledging you are venturing into the unknown.' (ritholtz.com)
- The 60/40 portfolio is having a rough time of it. (ft.com)
- Is the Chinese stock market 'uninvestible' or simply 'unanalysable'? (economist.com)
Crypto
- FTX is launching zero-commission stock trading. (theblockcrypto.com)
- What is going to happen to all the crypto marketing efforts? (gq.com)
- Crypto skeptics are having their day in the sun. (theatlantic.com)
- A look at the business of Bitcoin mining. (paulbutler.org)
Streaming
- Can Disney ($DIS) avoid Netflix's ($NLFX) mistakes? (variety.com)
- Even long-standing subscribers are quitting Netflix ($NFLX). (theinformation.com)
- People really do want ad-supported streaming options. (thestreamable.com)
Economy
- Weekly initial unemployment claims have stopped going down. (bonddad.blogspot.com)
- The 55-64 crowd is back working at pre-pandemic levels. (nytimes.com)
- The housing market is slowing. (theatlantic.com)
- Central bankers are facing an unprecedented set of factors. (time.com)
Earlier on Abnormal Returns
- Longform links: the internet paradox. (abnormalreturns.com)
- Things are tough out there. Here is some required bear market reading. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: investor psyches. (abnormalreturns.com)
- A Q&A with Brian Feroldi author of “Why Does the Stock Market Go Up.” (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)
