Quote of the Day
"Anytime you work with data you should consider how it could fail you."
(Nick Magiulli)
Markets
- Why we are still in a bull market. (allstarcharts.com)
- Our investment behavior is dependent on what we already did. (klementoninvesting.substack.com)
Companies
- Elliott Management is done with Softbank. (ft.com)
- Berkshire Hathaway ($BRK.B) has amassed a nearly 10% stake in Ally Financial ($ALLY). (finance.yahoo.com)
- The SaaS premium has pretty much disappeared. (theinformation.com)
Finance
- The Llibor/SOFR transition is pretty much over. (caia.org)
- No, indexing has not ruined the stock market. (advisorperspectives.com)
Economy
- An increasing number of home deals are falling apart. (redfin.com)
- Apartment rents are on the rise around the country. (axios.com)
- Industrial production in July moved higher. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: keeping risk in check. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: better listening. (abnormalreturns.com)
- Single-bond ETFs are here. (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)
