Quote of the Day
"I've found that if you look at enough market indicators, you'll always find reasons to be long or short, and you'll always find reasons to trade."
(Brett Steenbarger)
Strategy
- The stock market typically bottoms before earnings. (tker.co)
- Reg D offerings for retail investors are often illiquid, low information and high fee. (wsj.com)
- What investment beliefs do you hold that a majority of investment pros would disagree with? (mebfaber.com)
- Stop thinking in terms of binary outcomes. (pragcap.com)
Finance
- Crossover investors took it on the chin in 2022. (wsj.com)
- Singapore's status as a financial hub keeps growing. (ft.com)
- Why what you see on 'Shark Tank' doesn't match up with reality. (forbes.com)
Policy
- Why public pension fund boards are often filled with inexperienced investors. (finance.yahoo.com)
- Urban transit systems are seemingly facing a permanent decline in readership. (wsj.com)
- Where infrastructure spending is boosting jobs growth. (nytimes.com)
- Why would anyone want to be a big city mayor these days? (theatlantic.com)
- The IRS is still working through 2021 paper returns. (wsj.com)
- Has economics run out of big ideas? (economist.com)
Economy
- Barry Ritholtz, "It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates." (ritholtz.com)
- What if we don't get a recession this year? (awealthofcommonsense.com)
- The labor economy is already cooling off. (rooseveltinstitute.org)
- Joe and Tracy talk soft landings with Neil Dutta and Conor Sen. (bloomberg.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last 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)