Quote of the Day
"Great trading, like all things great that we do, comes from the soul."
(Brett Steenbarger)
June 2023
- How major asset classes performed in June 2023. (capitalspectator.com)
- How factors have performed in the first half of 2023. (insights.finominal.com)
Strategy
- Why contrarians are usually wrong. (awealthofcommonsense.com)
- Investment built on forecasts are destined to fail in the long run. (mathinvestor.org)
Companies
- Nike ($NKE) is feeling the pain of the end of the sneak boom. (bloomberg.com)
- Mattel ($MAT) wants to apply the Barbie model to its catalog. (newyorker.com)
- How does the rise of EVs affect the retail auto parts business? (fortunefinancialadvisors.com)
Finance
- The IPO window is cracked open. (wsj.com)
- Insights from JP Morgan's ($JPM) Global ETF Handbook. (ft.com)
- FTX's bankruptcy process is (very) expensive. (coindesk.com)
Energy transition
- Gregor Macdonald, "Energy transitions are wealth creation events. The new energy source is either cheaper or more powerful, or both." (gregor.substack.com)
- An energy transition comes with stranded assets. (phys.org)
Economy
- The ISM Manufacturing index has been below 50 for eight months now. (bonddad.blogspot.com)
- Gas prices are not going to hold anyone back from traveling this week. (wsj.com)
Earlier on Abnormal Returns
- Adviser links: referral-worthy advice. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone was clicking on last week on the site. (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)
