Quote of the Day
"Sometimes creating a bubble can be a superpower."
(Tim Higgins)
Chart of the Day
Forward S&P 500 earnings estimates keep heading higher. (chart via @RyanDetrick)
Strategy
- How to think about the bond sleeve of your portfolio. (fortunesandfrictions.com)
- The rise in interest rates is taking its toll on muni bond closed-end funds. (wealthmanagement.com)
Finance
- Higher real yields are going to impact all manner of sectors. (mrzepczynski.blogspot.com)
- There's no insurance without reinsurance. (nytimes.com)
Policy
- Kyla Scanlon, "Money can do a lot of things, but the laws of physics and biology supersede the almighty Dollar." (kyla.substack.com)
- America's technology sector needs more immigrants. (fastcompany.com)
- How 'tiny houses' could help transition the homeless into permanent housing. (bloomberg.com)
- Now is the time to fix Social Security. (marketwatch.com)
Economy
- Why the Fed needs a new model of inflation. (bloomberg.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)
