Quote of the Day
"Quite possibly the worst thing that can happen to any company these days is to get sucked into the vortex of American politics in the year 2023."
(Andrew J. Hawkins)
October 2023
- The returns to major asset classes in October 2023. (capitalspectator.com)
- The S&P 500 was returned -2.10% in October 2023, which outperformed. (on.spdji.com)
Rates
- The Treasury market has become the hot new market. (bloomberg.com)
- Muni bond issuance has slowed to a crawl. (finance.yahoo.com)
- TIPS are looking ever more attractive. (etf.com)
Companies
- Retailers are blaming organized theft as an excuse to close stores. (cnn.com)
- WeWork ($WE) is prepping for bankruptcy. (axios.com)
Hedge funds
- How did/does Bridgewater Associates make investment decisions? (nytimes.com)
- A new hedge fund is set to launch with a unique structure: an attached news organization attached. (on.ft.com)
- Two Sigma is spinning off its impact arm. (finance.yahoo.com)
Economy
- The ISM Manufacturing index fell for the 12th straight month. (advisorperspectives.com)
- Americans aren't used to economic volatility. (awealthofcommonsense.com)
- The Fed should be done. (ritholtz.com)
Earlier on Abnormal Returns
- Personal finance links: cheat days. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: value traps. (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)
