Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended Saturday, October 21, 2023. You can also check out last week’s edition. The description reads as it does in the relevant linkfest.
Top clicks this week
- We are living through the worst bond bear market in history. (awealthofcommonsense.com)
- Just how expensive are the 'Magnificent Seven' stocks? (blog.validea.com)
- Why TIPS now merit 'serious consideration.' (morningstar.com)
- There is no single definitive model for the term premium. (wsj.com)
- Do investors really understand the return profile of options-writing funds? (etf.com)
- Private credit made hay in a period of low interest rates and low credit stress. What comes next? (am.jpmorgan.com)
- Narratives drive stocks and the GLP-1 narrative is strong these days. (herbgreenberg.substack.com)
- An overview of the short term bond fund space. (morningstar.com)
- How war affects the markets, largely through higher inflation. (ofdollarsanddata.com)
- Why the stock market can rise in the face of war. (priceactionlab.com)