Quote of the Day
"The most recent economic data make clear that the unemployment rate was significantly undercounting the pool of available workers."
(Adam Ozimek)
Chart of the Day
What a new financial conditions index, via the Fed, says about the state of things. (via FT Alphaville)
Markets
- It's not just the U.S. stock market that is rallying YTD. (ft.com)
- Bitcoin and Ethereum are at 52-week highs. (allstarcharts.com)
Strategy
- Six signs to help you avoid 'value traps.' (blog.validea.com)
- These two quality financials trade at 10-11x earnings. (brklyninvestor.com)
Finance
- If ESG investing can be restricted, then so can religious-focused funds. (morningstar.com)
- The private equity fundraising slowdown is here. (bloomberg.com)
Work
- It's not just office building owners who are losing out from hybrid work. (wsj.com)
- Mondays and Fridays are the biggest losers in the return to the office. (businessinsider.com)
Economy
- Consumer inflation expectations don't tell us all that much. (ritholtz.com)
- U.S. manufacturing construction is booming. (wsj.com)
- Apartment rents are under pressure. (calculatedrisk.substack.com)
- Signs are there that things are getting better in the U.S. (noahpinion.blog)
Earlier on Abnormal Returns
- Personal finance links: types of uncertainties. (abnormalreturns.com)
- Research links: today's investment practices. (abnormalreturns.com)
- What you missed in our Monday 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)
