Quote of the Day
"When everyone is expecting the market to go one way, it usually goes the other."
(Michael Batnick)
Strategy
- Six things that don't change in financial markets including the attraction of 'shiny objects.' (humbledollar.com)
- Why its both the best (and worst) time for individual investors. (rock-wealth.co.uk)
Companies
- Not a lot went right for Big Tech in 2022. (semafor.com)
- Just about everything went right for the NFL in 2022. (hollywoodreporter.com)
- Twitter has done serious damage to Elon Musk's aura of invincibility. (washingtonpost.com)
Fund management
- Blackrock ($BLK) is taking heat from both sides of the political spectrum when it comes to its ESG stance. (nytimes.com)
- 401(k) plans are a lifeline for mutual funds. (fa-mag.com)
- Five standout ETFs from 2022 not from the big three including the Schwab US Dividend Equity ETF ($SCHD). (etftrends.com)
Personal finance
- Big, expensive pickup trucks are a drag on American finances. (cbsnews.com)
- Online sellers are getting a temporary reprieve from the IRS. (wsj.com)
- 11 items in the SECURE Act 2.0 including delayed RMDs. (humbledollar.com)
- The case against Flexible Savings Accounts. (marginalrevolution.com)
China
- As Covid rips through China, Apple's ($AAPL) supply chain is at-risk. (ft.com)
- China's experience with Omicron will tell us a lot about its lethality. (wsj.com)
Russia
- Putting a number on the Ukrainian children removed to Russia. (washingtonpost.com)
- How Ukrainians in Kherson surreptitiously worked to oppose Russia's rule. (nytimes.com)
- How Ukraine's civilians are dealing with electricity outages. (msn.com)
- War or not, Russia's infrastructure is falling apart. (washingtonpost.com)
Policy
- The amended Electoral Count Act looks to prevent another January 6th. (semafor.com)
- Why the Child Tax Credit, despite widespread support, didn't get renewed. (msn.com)
- Why didn’t the IRS do more to vet Trump’s finances? (wapo.st)
- Research shows minorities are more likely to be stopped for speeding. (papers.ssrn.com)
- Can gun insurance mandates help reduce gun deaths? (nytimes.com)
Economy
- What kind of landing is the U.S. economy going to have? (awealthofcommonsense.com)
- The amplitude of this Fed tightening cycle is notable. (mrzepczynski.blogspot.com)
- Americans kept spending through the holiday season. (ft.com)
- A look at the global economy at year-end. (econbrowser.com)
- The (limited) 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)
- How market shocks affect our perceptions of risk. (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)
Good news
- Nine things that went right in 2022 including the successful Double Asteroid Redirection Test (DART). (vox.com)
- The USPS had a better year in 2022. (nbcnews.com)
- Flu activity in the U.S. continues to decline. (statnews.com)
- Tentative signs that gun violence is ebbing in the U.S. (jasher.substack.com)
