Quote of the Day
"Why should we care about new estimates of frankly ancient asset returns?"
(Toby Nangle)
Chart of the Day
The gap between large caps and small caps this year is notable. (chart via YCharts)
Strategy
- There's a good chance you need to rebalance your portfolio. (morningstar.com)
- Bonds outperform bills leading up to a Fed rate cut. (carsongroup.com)
Apple
- What's going on with Apple's ($AAPL) Vision Pro? (om.co)
- Apple ($AAPL) is adding a new Stolen Device Protection setting. (wsj.com)
Companies
- Why Epic's win against Google ($GOOGL) matters. (platformer.news)
- Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems. (nbcnews.com)
ETFs
- If current trends continue Vanguard will overtake Blackrock ($BLK) in ETF AUM. (bloomberg.com)
- Some ETF statistics for 2023. (etf.com)
Economy
- Real wages are now above pre-pandemic levels. (econbrowser.com)
- New mega-factories need to hire, a lot, of workers. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: native planting. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: avoiding the table. (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)