Quote of the Day
"Beginning investors are dangerously susceptible to narratives...Experience, however, tempers judgments.”
(John Rekenthaler)
July 2023
- How major asset classes performed in July 2023. (capitalspectator.com)
- The U.S. stock market is on a five-month winning streak. (ft.com)
Markets
- What investors got wrong about the stock market's rally year-to-date. (ritholtz.com)
- The yield curve has been inverted for over a year now. (theirrelevantinvestor.com)
- Meme stock traders just can't quit bankrupt stocks. (herbgreenberg.substack.com)
Strategy
- 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” (ofdollarsanddata.com)
- What you leave out of your portfolio can be as important as what you put in. (morningstar.com)
Finance
- Why PE is stepping up their purchase of technology companies. (tomtunguz.com)
- Is there too much capital chasing private debt deals? (caia.org)
Funds
- State Street Global Advisors is cutting the already low fees on 10 ETFs. (thinkadvisor.com)
- Have bond ETFs pushed down the yields on private credit? (ft.com)
Retail
- Suburban malls are now selling for pennies on the dollar. (wsj.com)
- Amazon ($AMZN) is delivering more packages overnight and same-day. (cnbc.com)
Miami
- Miami has a couple of big environmental issues to deal with. (finance.yahoo.com)
- Despite the hype, Miami Dade county has lost population, of late. (wsj.com)
Economy
- "The Fed is no longer behind the curve." (econbrowser.com)
- Why apartment rents are set to be under pressure for awhile. (calculatedrisk.substack.com)
- Claudia Sahm is looking for a soft landing. (bloomberg.com)
Earlier on Abnormal Returns
- Research links: a bold exercise. (abnormalreturns.com)
- Make a plan for your stuff, before someone else has to. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: optimizing the wrong thing. (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)
