Quote of the Day
"Investing in the financial markets can be infuriatingly counterintuitive."
(Ben Carlson)
Markets
- There are four types of bear markets including whether it comes along with a recession. (compoundadvisors.com)
- Google searches for 'stagflation' have spiked higher. (mrzepczynski.blogspot.com)
- Interest rates have stopped going up, for now. (capitalspectator.com)
- The market has already discounted a lot of bad news. (theirrelevantinvestor.com)
Companies
- How the bear market could set off a new round of media company consolidation. (variety.com)
- Om Malik, "Whatever it is, Twitter is not a social network. It isn’t even social media — it is a personalized propaganda network." (om.co)
Startups
- Venture capital funding in London is on the rise. (bloomberg.com)
- Sequoia Capital is warning portfolio companies about hard times ahead. (theinformation.com)
Institutional
- Why LPs often feel pressured by GPs invest in new PE funds. (institutionalinvestor.com)
- Institutional interest in farmland keeps growing. (businessofbusiness.com)
ETFs
- The Freedom 100 Emerging Markets ETF ($FRDM) has gotten a lot of attention of late. (forbes.com)
- The long term track record of thematic funds is not great. (morningstar.com)
Housing
- Non-bank lenders dominate mortgage lending and are now feeling the pain of higher rates. (wsj.com)
- Three factors played a role in the unusual housing market these past two years. (ritholtz.com)
- New home buyers have no choice but to grapple with higher mortgage rates. (thomaskopelman.com)
Economy
- Why the employment situation should ease in the second half of the year. (thereformedbroker.com)
- How the pandemic changed household formation. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Personal finance links: open to manipulation. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: a heavy sector bias. (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)
