Quote of the Day
"Most individual investors have more money invested in bonds and fixed-income equivalents than they realise."
(Charley Ellis)
Chart of the Day
Nvidia ($NVDA) is growing sales AND margins at the same time. (chart via @bespokeinvest)
Strategy
- How modern investment scams use stolen identities to work. (sherwood.news)
- Bad actors are abusing your most valuable asset, attention. (theirrelevantinvestor.com)
Companies
- DuPont ($DD) is splitting into three companies. (edition.cnn.com)
- Live Nation ($LYV) is being sued by the DoJ for anti-trust violations. (hollywoodreporter.com)
- More companies are mentioning AI in their earnings calls. (tker.co)
Finance
- Capital Group is teaming up with KKR ($KKR) to launch new hybrid credit funds. (wsj.com)
- JP Morgan ($JPM) wants more exposure to the private credit space. (bloomberg.com)
Economy
- The Sahm Rule is not at-risk of triggering any time soon. (bonddad.blogspot.com)
- Has housing inventory finally bottomed? (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Longform links: thinning out the middle class. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a fresh chance. (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)
