Quote of the Day
"Every major asset class is in a better position today than where it started the year, with higher yields on Treasury bills, Treasury bonds, corporate bonds (investment grade & high yield), REITs, and equities."
(Charlie Bilello)
Markets
- S&P 500 companies paid out a record amount of dividends in Q2 2022. (wsj.com)
- Stock-bond correlation worked against the 60/40 portfolio this year. (caia.org)
- Every major asset class yields more than it did at the beginning of 2022. (compoundadvisors.com)
Crypto
- Bitcoin is no stock market hedge. (blogs.cfainstitute.org)
- Multicoin Capital is now investing out of its third fund. (theblock.co)
- Deal or no deal, Elon Musk has ignited chaos within Twitter ($TWTR). (nytimes.com)
- How Twitter ($TWTR) should change their terms of service. (howardlindzon.com)
Finance
- The CME ($CME) is adding a new lumber futures contract. (wsj.com)
- Bill Ackman is sending SPAC holders their money back. (wsj.com)
- Expect more SPACs to do the same. (barrons.com)
Work
- Have we been demanding too much from our jobs? (washingtonpost.com)
- Remote work is allowing companies to consolidate and upgrade their existing space. (wsj.com)
- Capital One ($COF) has made their rooftop into an oasis including mini-golf. (fastcompany.com)
Economy
- How to model an economic recession in real-time. (capitalspectator.com)
- More signs of a turn in the housing market. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Research links: piling in and piling on. (abnormalreturns.com)
- Four tips to avoid stock market aggravation. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a story as old as time. (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)
