Quote of the Day
"The LTCM experience is a poignant reminder that getting the sizing of one’s investments right, particularly when they involve “skin in the game”, can be more critical than identifying attractive investments."
(Victor Haghani)
Strategy
- How many assets do you really need in your portfolio? (ft.com)
- On the dangers of the hot new theory. (mrzepczynski.blogspot.com)
Finance
- Just how open is the IPO window? (theinformation.com)
- How companies, and banks, are dealing with higher corporate borrowing rates. (wsj.com)
Real estate
- Atlanta's economy is booming, but office buildings are still struggling. (wsj.com)
- Why the return to the office may be underestimated in NYC. (nypost.com)
- It's not just homeowners who are seeing rising insurance rates. (wsj.com)
Housing
- U.S. house prices are by any measure high, but the rest of the world looks even worse. (awealthofcommonsense.com)
- Inflation-adjusted home prices are 3.4% below their peak. (calculatedriskblog.com)
Economy
- Industrial production doesn't look great. (econbrowser.com)
- Why the public still views inflation as a problem. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Personal finance links: agency and power. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: keeping things simple. (abnormalreturns.com)
- Netflix's DVD-by-mail business is winding up. (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)
