Quote of the Day
"What is it that Wall Street analysts do? They tell stories, and they are rewarded for telling better stories not making better forecasts."
(Mark Rzepczynski)
Chart of the Day
No matter how you slice it the performance of the ‘Magnificent 7’ has been extraordinary.
Strategy
- Individual investors win by not competing with professionals. (awealthofcommonsense.com)
- How long is too long when it comes to your bond allocation? (humbledollar.com)
- Your view of the markets often depends on your time horizon. (mrzepczynski.blogspot.com)
- 5%+ T-bill yields are a welcome relief, but don't overdo it. (disciplinefunds.com)
Crypto
- What Ric Edelman sees for the spot Bitcoin ETF space. (citywire.com)
- The race to launch a futures-based Ether ETF is heating up. (etf.com)
Finance
- The hurdle rate for VC investments has increased. (howardlindzon.com)
- The big PE giants are increasingly moving away from buyouts. (ft.com)
- Why the SEC files so many cases in September. (ft.com)
Policy
- The child care industry is in crisis. (axios.com)
- How monetary policy affects innovation and R&D spending. (papers.ssrn.com)
- Political contributions from a ByteDance owner is helping push back talk of banning TikTok. (wsj.com)
- How Americans inflation expectations have changed over time. (econofact.org)
- Another week, another Clarence Thomas bombshell. (propublica.org)
- Why anti-vaxxers are winning. (politico.com)
Economy
- A look at the past half century of economic policy uncertainty. (econbrowser.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this 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)
