Quote of the Day
"So data is important because it makes policy and drives long term expectations - but it’s also important to recognize it isn’t the perfect picture of reality."
(Kyla Scanlon)
Markets
- Ben Carlson, "Sometimes all the market needs to see is that things aren’t as bad as investors originally feared." (awealthofcommonsense.com)
- Investing means you are going to experience regret. (humbledollar.com)
Companies
- Peloton ($PTON) is still trying to right-size the business. (frontofficesports.com)
- Ford ($F) is struggling with quality issues. (wsj.com)
- Despite a spate of controversy, World Wresting Entertainment ($WEE) is one of the best performing sports-related stock YTD. (frontofficesports.com)
- Tencent and Alibaba ($BABA) have lost around a $1 trillion in market cap. (ca.finance.yahoo.com)
- TikTok doesn't have many friends in Washington. (nytimes.com)
ETFs
Policy
- More Americans are facing rapidly rising rents. (bloomberg.com)
- The Federal Maritime Commission is in the middle of the global shipping mess. (nytimes.com)
- Telehealth uniquely at-risk for fraud. (politico.com)
- There is no real justification for the carried interest loophole. (rogerlowenstein.substack.com)
- Watch what companies do, not what they say. (statnews.com)
- Cable news is 'distilled partisanship.' (theconversation.com)
Economy
- Short term and long term economic trends are in disagreement. (tker.co)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don't let inertia keep you from learning something new (and useful). (abnormalreturns.com)
- My Q&A with Eric Barker author of “Plays Well with Others: The Surprising Science Behind Why Everything You Know About Relationships Is (Mostly) Wrong.” (abnormalreturns.com)
- Calibrating your work-life balance. (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)
