Quote of the Day
"A community is not made up of just creators …a community is everyone else, the readers, the amplifiers, the superfans."
(Howard Lindzon)
Strategy
- Diversifiers don't always work. (rogersplanning.blogspot.com)
- Another example of why running money is difficult. (ft.com)
Crypto
IPOs
- Aside from Airbnb ($ABNB), gig economy stocks have been a disaster. (oversharing.substack.com)
- Newly public real estate startups have been a disaster as well. (news.crunchbase.com)
Companies
- Apple ($AAPL) risks turning off customers with its ad blitz. (wired.com)
- Don't underestimate the transition going on at Netflix ($NFLX). (protocol.com)
- CEOs should worry about the business, not projecting out market caps. (nypost.com)
Construction
- Why housing construction hasn't rolled over yet. (bonddad.blogspot.com)
- The apartment building boom isn't over yet. (wapo.st)
Economy
- Jobless claims are now moving sideways. (bonddad.blogspot.com)
- Mortgage rates are rising, due in part to rising spreads. (axios.com)
- Greg Mankiw thinks the Fed may be overdoing it. (gregmankiw.blogspot.com)
- Where the supply chain sits going into the holiday season. (vox.com)
Earlier on Abnormal Returns
- Longform links: concentrated bets. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: possibilities vs. goals. (abnormalreturns.com)
- As a content creator, authenticity is the only path forward. (abnormalreturns.com)
- Celebrating our 17th blogiversary and a book giveaway. (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)
