Quote of the Day
"Investors are bombarded with so much information, but so little of it is useful."
(Rubin Miller)
Strategy
- Why short term is our default investment setting. (behaviouralinvestment.com)
- There are a lot of different ways to define company quality. (blog.validea.com)
Crypto
- Even without new laws, the SEC pulling together regulation via enforcement action. (coindesk.com)
- What Coinbase ($COIN) is facing with the SEC. (axios.com)
Companies
- Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. makes sense. (nytimes.com)
- Why some AI companies rely on Oracle ($ORCL) for compute. (theinformation.com)
Finance
- Office loan delinquencies are on the rise. (wsj.com)
- Smaller banks are more exposed to CRE loans than big banks. (ft.com)
Economy
- The economy is too hot for its own good. (theirrelevantinvestor.com)
- Consumer sentiment is not always coherent or consistent. (thebasispoint.com)
Earlier on Abnormal Returns
- Personal finance links: more than money. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: retail options trading. (abnormalreturns.com)
- Do less to do better. (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)
