Quote of the Day
"In short, history suggests no reason why Americans should be pessimistic about their financial futures...It would be a shocking and dramatic reversal if their fears proved correct."
(John Rekenthaler)
Strategy
- The stock market is converting bears into bulls. (allstarcharts.com)
- Broad diversification is back! (morningstar.com)
Companies
- Tupperware ($TUP) is at-risk of going bankrupt. (axios.com)
- Boeing ($BA) jumped ahead of Airbus in deliveries for the first time since Q2 2018. (finance.yahoo.com)
- Chipotle Mexican Grill ($CMG) is rolling out a new all-electric restaurant concept. (cnbc.com)
Finance
- The majority of commercial real estate loans aren't owned by banks. (semafor.com)
- Office building vacancy rates are at a new high. (axios.com)
Venture capital
- VC funding has not dried up yet for crypto startups. (axios.com)
- The current environment is bad for first time VCs. (theinformation.com)
Food
- Does the Michelin guide still matter? (trungphan.substack.com)
- Italy wants no part of lab-grown meat. (bbc.com)
- Compost is going upscale. (wsj.com)
Economy
- What Jamie Dimon is worried about. (investmenttalk.substack.com)
- Will tighter bank credit push the economy into recession? (nytimes.com)
- Real after-tax mortgage rates are at their highest level in years. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: untruthful talk. (abnormalreturns.com)
- When non-profits forget who they were set up to serve. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the power of selectivity. (abnormalreturns.com)
- As it is with most things in life, the answer to the homeownership question is: it depends. (abnormalreturns.com)
- Don't pooh-pooh the digital resources available at your public library. (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)
