Quote of the Day
"From the unique life experience of a star fund manager to the early morning ice bath routine of a successful entrepreneur, we cannot help drawing a causal link between an individual’s success and their past actions."
(Joe Wiggins)
Markets
- Market breadth has been historically positive. (quantifiableedges.com)
- 2022 in review with charts including the good times for cash and commodities. (bilello.blog)
Rates
- Allocators can now meet goals with bonds and not rely so much on stocks. (wsj.com)
- Where do high-yield spreads stand today? (mailchi.mp)
Strategy
- Unexpected things happen in the markets all the time. (awealthofcommonsense.com)
- There's never a perfect time to invest. You just need to start. (monevator.com)
Media
- Robinhood ($HOOD) is launching a standalone media business. (axios.com)
- YouTube is now a leading podcasting platform. (morningconsult.com)
Apple
- Apple ($AAPL) is in so deep in China it is going to be difficult to disentangle itself. (on.ft.com)
- The new M2 MacBook Pros are here. (om.co)
- Twitter's first interest payment is coming due. (arstechnica.com)
- The third-party Twitter era is seemingly over. (sixcolors.com)
- What Elon Musk hath wrought in a few months atop Twitter. (theverge.com)
- Are brains weren't built to take in so many opinions a day. (investmenttalk.substack.com)
Global
- China's population fell for the first time in decades. (npr.org)
- How Cyprus became a magnet for Russian oligarchs. (cbsnews.com)
- Ryan Cohen has purchased a big stake in Alibaba ($BABA). (wsj.com)
Earlier on Abnormal Returns
- Research links: trend-following principles. (abnormalreturns.com)
- Adviser links: additional designations. (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)