Quote of the Day
"If you focus only on your investment process and what you can control, you are less stressed about your investment and give them more time to create long-term performance."
(Joachim Klement)
Strategy
- Widen your investing lens. (awealthofcommonsense.com)
- The best investors are running their own race. (klementoninvesting.substack.com)
Walmart
- Walmart ($WMT) is launching a new in-house brand, 'bettergoods.' (axios.com)
- Walmart ($WMT) is getting out of the health clinic business. (retaildive.com)
Eli Lilly
- Eli Lilly ($LLY) is selling a lot of weight loss drugs. (cnbc.com)
- How Lilly plans to ramp production by 50% in 2024. (biopharmadive.com)
CEOs
- Corporate execs get a good deal when they fly on their corporate jets. (wsj.com)
- This CEO is taking advantage of his company discount. (ft.com)
Global
- What to make of the decline of the Yen. (disciplinefunds.com)
- The economic tables have turned as Greece, Spain and Portugal outperform. (nytimes.com)
Economy
- February Case-Shiller showed a 6.4% rise in national home prices. (calculatedriskblog.com)
- The last mile for inflation is so frustrating. (mrzepczynski.blogspot.com)
- Two reasons why real wages have moved higher. (ritholtz.com)
- It's hard to find data that immigrants hurt domestic worker wages. (marginalrevolution.com)
Earlier on Abnormal Returns
- Research links: persistent risks. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: communication skills. (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)