Quote of the Day
"The stories of the industries that we used to revere are breaking apart. Things that were Good are kind of evil (Facebook, social media, etc). Heroes have become villains."
(Kyla Scanlon)
60/40 portfolio
- What is the motivation of people telling you the 60/40 portfolio doesn't work? (cnbc.com)
- Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. But we know, with a high probability that the 40% slice of bonds is becoming much more attractive." (disciplinefunds.com)
Strategy
- Don't use inflation as an excuse not to invest. (carsongroup.com)
- The worst is probably over for bonds. (monevator.com)
Companies
- How cloud computing impacts the odds of a recession. (theirrelevantinvestor.com)
- There are no shortage of companies saying Apple ($AAPL) has infringed on their patents. (wsj.com)
- Meta ($META) keeps splashing out on "other compensation" for execs. (linkedin.com)
- SeatGeek has confidentially filed for an IPO. (theinformation.com)
Finance
- Direct investing seems easy. Results are a different story for family offices. (institutionalinvestor.com)
- Signature Bank didn't fail because of crypto exposure. (theblock.co)
Media
- Buzzfeed News is shutting down. (variety.com)
- Insider is doing a round of layoffs. (pressgazette.co.uk)
India
- India is set to overtake China in population this year. (semafor.com)
- India Stack, a government-backed set of APIs, is a new model for digital business. (ft.com)
- Paytm’s 'sound box' which reads out online payments has been a boon for small vendors. (restofworld.org)
Housing
- Homebuilders aren't keeping up with demand. (bloomberg.com)
- If mortgage rates fall, housing demand will surge. (thebasispoint.com)
- There are two real estate agents for every home sale. (businessinsider.com)
Economy
- Weekly initial unemployment claims are on the rise. (calculatedriskblog.com)
- A few more weeks like this and claims will signal a recession. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: disappointing apps. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a regretful life. (abnormalreturns.com)
- Ramit Sethi teaches you how to spend money. (abnormalreturns.com)
- Just in time for tax day, a custom indexing 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)
