Quote of the Day
"Refusing to recognize that you’ve met your goal can be as bad as never meeting the goal to begin with."
(Morgan Housel)
Markets
- How war affects the markets, largely through higher inflation. (ofdollarsanddata.com)
- Why TIPS now merit 'serious consideration.' (morningstar.com)
Fund management
- An overview of the short term bond fund space. (morningstar.com)
- Do investors really understand the return profile of options-writing funds? (etf.com)
Private credit
- Smoothed returns have generated a lot of interest in private credit funds. (ft.com)
- Private credit made hay in a period of low interest rates and low credit stress. What comes next? (am.jpmorgan.com)
Bankruptcy
- What will a restructured Rite-Aid look like? (axios.com)
- Why aren't corporate bankruptcies higher already? (mailchi.mp)
Obesity drugs
- Obesity drugs are a potential $100 billion a year opportunity. (finance.yahoo.com)
- A new study shows Tirzepetide may be more effective for weight loss than Ozempic or Wegovy. (insider.com)
- Charities associated with the big obesity drug makers are awash in opportunities. (wsj.com)
Layoffs
- LinkedIn is going through another set of layoffs. (theguardian.com)
- AI just took a chunk of Stack Overflow's business. (arstechnica.com)
Florida
- More Florida homeowners are opting to drop insurance due to soaring premiums. (wsj.com)
- Florida's citrus groves are in secular decline as home values soar. (bloomberg.com)
Economy
- National homebuilder confidence decreased in October. (calculatedriskblog.com)
- Americans are buying a lot of new cars. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: acceptably high yields. (abnormalreturns.com)
- A list of the top blogs for financial advisors to read including Abnormal Returns. (smartasset.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: picking up the phone. (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)
