Quote of the Day
"Every indexer makes judgment calls."
(Jonathan Clements)
Chart of the Day
In 2023, tech stocks have snubbed the Fed. (chart via @ycharts)
Markets
- 10 surprises from 2023, so far, including higher interest rates for longer. (bilello.blog)
- In 2023, tech stocks have snubbed the Fed. (awealthofcommonsense.com)
Finance
- Is the worst over for the venture capital market? (axios.com)
- Some PE firms are looking to decarbonize companies to generate returns. (institutionalinvestor.com)
Policy
- Why migrants are fleeing Florida. (wsj.com)
- There is no Social Security trust fund to invest. (crr.bc.edu)
- We are going to need a replacement for the gasoline tax. (nytimes.com)
- How expanded child tax credits were spent. (nber.org)
- How screenings of 'The Birth of a Nation' increased the frequency of racial violence, and support for the KKK. (econofact.org)
- Why relative unknowns run for President. (themessenger.com)
- America's gun problem, visualized. (vox.com)
Economy
- Will interest rates eventually slow the U.S. economy? (awealthofcommonsense.com)
- Heavy truck sales are up some 15% year-over-year. (calculatedriskblog.com)
- Why Wall Street economists are walking back their recession calls. (tker.co)
- Nonresidential investment keeps growing. (econbrowser.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday 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)
