Quote of the Day
"The world would be a much quieter place if investors only spoke when they had something genuinely insightful to say. But the media is not run by investors, it’s run by investment commentators."
(Conor MacNeil)
Strategy
- Just ignore all those forecasts out there. (marknewfield.substack.com)
- Life lessons from Warren Buffett and Berkshire Hathaway ($BRK.A). (neckar.substack.com)
- How to measure market sentiment. (blog.validea.com)
Venture capital
- The VC market is undergoing a regular part of the cycle. (tomtunguz.com)
- How much of the tech boom was driven by ZIRP? (theverge.com)
- DE Shaw is launching a standalone VC fund. (ft.com)
- Reddit is looking to go public in the second half of 2023. (theinformation.com)
India
- Flipkart is taking it to Amazon ($AMZN) in India. (restofworld.org)
- Air India is planning to buy 470 planes from Airbus and Boeing ($BA). (bbc.com)
Economy
- Warm weather helped drive strong January retail sales. (calculatedriskblog.com)
- Industrial production is below its peak. (bonddad.blogspot.com)
- The February NAHB showed a rise in homebuilder sentiment. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Personal finance links: money as a tool. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: mean-variance thinking. (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)
