Quote of the Day
"Making decisions by polling your 110 million followers on a Sunday night is no way to make an intelligent decision about corporate leadership."
(Barry Ritholtz)
Markets
- Ruchir Sharma, "In the end, there will be nowhere to hide in a tight money era." (ft.com)
- Risk parity strategies have had a rough 2022. (institutionalinvestor.com)
Crypto
- What's the future for the Grayscale Bitcoin Trust ($GBTC) if they can't convert to an ETF. (wsj.com)
- A deep dive into the business of Binance.US. (dirtybubblemedia.substack.com)
- Some fund investors went all-in on cryptocurrencies and are not paying the price. (morningstar.com)
Finance
- The most recent crop of IPOs is not looking so hot. (wsj.com)
- 2022 was a banner year for the ETF business. (investmentnews.com)
Streaming
- John Koblin, "Peak TV has peaked." (nytimes.com)
- How to kick randos off your streaming account(s). (wsj.com)
- AMC Networks ($AMCX) shows the challenge of the cable to streaming transition. (nytimes.com)
Housing
- National homebuilder confidence continues to sharply decline. (calculatedriskblog.com)
- There is a big difference between today's housing market and that of 2008. (wsj.com)
- Older Americans are increasingly at-risk of homelessness. (wsj.com)
- Institutional investors don't like paying property taxes. (papers.ssrn.com)
Economy
- Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." (awealthofcommonsense.com)
- Traditional economic models are all that helpful at the moment. (nytimes.com)
Earlier on Abnormal Returns
- Adviser links: giving with awareness. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
