Quote of the Day
"Nothing is that important. Everything is that important. Emails are emails. The most important thing you can do is just be here now - maybe not all the way here, but give your body and mind a chance to spend time together."
(Kyla Scanlon)
Chart of the Day
The bond market is on track for its third straight year of losses. (via @ycharts)
Rates
- (Rising) interest rates are driving everything these days. (allstarcharts.com)
- Despite recent losses, investors are pouring money into bond funds. (theirrelevantinvestor.com)
Strategy
- Everything lined up against the stock market in September. (carsongroup.com)
- Cash is an actual hedge against stock market declines. (priceactionlab.com)
Companies
- Brian Barrett, "Amazon is now less of a store than a mall, or maybe a sprawling bazaar." (theatlantic.com)
- How much of AI is going to mediated through specific devices? (stratechery.com)
Economy
- The August PCE price index shows continued disinflation. (axios.com)
- The Fed can't have any effect on higher food prices. (bloomberg.com)
- Remote work has been a boon for working mothers. (theatlantic.com)
- U.S. oil production is booming. (capitalspectator.com)
Earlier on Abnormal Returns
- Podcast links: making meetings better. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: remembering sentences. (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)
