Quote of the Day
"So now we are in a very strange situation where we’re being too “environmentally conscious” to produce enough of the commodities we need to make the green transition."
(Tom Morgan)
Fund management
- Professional investors are often facing cognitive dissonance. (behaviouralinvestment.com)
- Why fund investors are attracted to consistent performance. (klementoninvesting.substack.com)
- Blackrock ($BLK) wants workers back in the office four days a week. (citywire.com)
Venture capital
- The startup downturn is now flowing through venture fund returns. (wsj.com)
- A VC fund is offering founders a cut of the fund's profits. (fastcompany.com)
- How do you invest to profit off AI? (economist.com)
- What Bill Gurley is doing now. (fortune.com)
Work
- The return to the office in the U.S. has stalled. (wsj.com)
- Americans are increasingly unwilling to move for work. (bloomberg.com)
- The white collar job is disappearing. (wsj.com)
Economy
- The Fed is at risk of killing the economy. (disciplinefunds.com)
- For now, housing is not killing the economy. (bonddad.blogspot.com)
- Consumer inflation expectations are a backward looking indicator. (ritholtz.com)
- A look at the great pandemic mortgage refinancing boom. (libertystreeteconomics.newyorkfed.org)
Earlier on Abnormal Returns
- Personal finance links: a tantalizing offer. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the urge to pick stocks. (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)
