Quote of the Day
"Everything is intertwined. The dollar impacts energy, energy impacts policy, policy impacts consumption, consumption impacts production, etc etc. It’s a system, and some parts are fraying a little bit right now."
(Kyla Scanlon)
Strategy
- Time in the market trumps bad market timing. (compoundadvisors.com)
- Brett Steenbarger, "Overtrading is a failure of vision." (traderfeed.blogspot.com)
Disney
- Disney ($DIS) is no hurry to get rid of ESPN. (variety.com)
- ESPN is a big domino in the sports betting space. (frontofficesports.com)
Fund management
- Vanguard is gaining ground on Blackrock ($BLK) in ETFs following a very different strategy. (ft.com)
Buy American
- Re-shoring manufacturing activity can only go so far. (washingtonpost.com)
- 'Buy American' is more complicated than it looks. (nytimes.com)
Economy
- Everyone is looking for compelling evidence that inflation is coming down. (tker.co)
- The Fed made two mistakes when it comes to the mortgage market. (awealthofcommonsense.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (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)
