Quote of the Day
"The “soft landing” idea is going to fade away. Now it will be a soft, silky, sexy mild recession. It’s about to become consensus."
(Joshua Brown)
Markets
- The Euro is trading at parity with the U.S. dollar. (nytimes.com)
- How much of an economic downturn is priced in already? (tker.co)
Commodities
- Why long commodities are not a long-term strategic investment. (wapo.st)
- Don't kid yourself about gold. (allstarcharts.com)
Finance
- The CFA Institute is facing pushback in this year's proxy vote. (institutionalinvestor.com)
- More signs that gambling and trading are converging. (ft.com)
Fund management
- Fidelity is launching more liquid alts funds. (investmentnews.com)
- Meb Faber on why shareholder yield ETFs have had legs. (citywireusa.com)
College football
- What USC and UCLA add to the Big Ten from a media rights perspective. (frontofficesports.com)
- Why the Big Ten expansion makes money sense. (stratechery.com)
- What the powers that be get wrong about college football. (theringer.com)
Economy
- The consensus is growing around a recession. (thereformedbroker.com)
- It's hard to find much positive in the June CPI report. (bonddad.blogspot.com)
- Keep an eye on service vs. goods inflation. (ritholtz.com)
Earlier on Abnormal Returns
- Personal finance links: two things to do. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: piling in and piling on. (abnormalreturns.com)
- Four tips to avoid stock market aggravation. (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)
