Quote of the Day
"Today, knowledge work is, quantitatively speaking, less about creating new things than it is about talking about those things."
(Derek Thompson)
Markets
- 2024 is the year of the megacap. (bilello.blog)
- Why market strategists are ditching S&P 500 price targets. (axios.com)
Indexing
- Just how much has indexing affected markets? (institutionalinvestor.com)
- Why indexing will never take over the market. (jlcollinsnh.com)
Strategy
- Why international diversification still makes sense. (morningstar.com)
- Does 'skin in the game' matter? It's complicated... (behaviouralinvestment.com)
- Follow Harry Dent at your own peril. (thinkadvisor.com)
Finance
- Have office building valuations come down enough to become a buy? (marketwatch.com)
- As private credit becomes stressed, lenders disagree over valuations. (ft.com)
- How the private equity bubble will deflate. (bloomberg.com)
- When the tide goes out, fraud gets exposed. (wsj.com)
Fund management
- Vanguard's new CEO has plenty on his plate. (riabiz.com)
- Political ETFs have been a dud, asset-wise. (etf.com)
Retail
- Inside Wayfair's ($W) first physical store. (fastcompany.com)
- Why Amazon ($AMZN) should push into higher end markets. (bloomberg.com)
- What happens if you shoot down a delivery drone? (techcrunch.com)
Economy
- Wholesale used car prices are down 8.9% year-over-year. (calculatedriskblog.com)
- It's past time for the Fed to start cutting rates. (stayathomemacro.substack.com)
- Why there is disagreement about the neutral rate of interest. (blogs.cfainstitute.org)
Earlier on Abnormal Returns
- Personal finance links: a wonderful gift. (abnormalreturns.com)
- Research links: simple corporate events. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: needless waste. (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)
