Quote of the Day
"Most narratives leave the important things out."
(Ryan Holiday)
Markets
- Today's constructive CPI report rang a bell for financial markets. (sherwood.news)
- Falling interest rates helped push 30-year mortgage rates well below 7.0%. (mortgagenewsdaily.com)
Finance
- Private equity firms just can't quit dividend recaps. (finance.yahoo.com)
- The market for leveraged loans is open for business, especially refinancings. (wsj.com)
Weight loss drugs
- Patients with Type 2 diabetes are struggling to get GLP-1 drugs. (npr.org)
- A range of companies are selling services around GLP-1s. (biopharmadive.com)
- GLP-1s seemingly help reduce the risk of obesity-associated cancers. (newatlas.com)
- Eli Lilly ($LLY) could become the first $1 trillion health care company. (scheplick.com)
NA beer
- Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation. (wsj.com)
- Should minors be allowed to buy non-alcoholic drinks? (npr.org)
Economy
- June CPI actually fell. (axios.com)
- Core CPI ex-shelter is now under 2%. (calculatedriskblog.com)
- How the Fed acts now will be telling. (bonddad.blogspot.com)
- We really don't have an analogy for the current economic environment. (ritholtz.com)
Earlier on Abnormal Returns
- Longform links: the traumatized life. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a wonderful gift. (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)
