Quote of the Day
"Banks want your deposits."
(Imani Moise)
Markets
- How climate change could strand trillions in investments. (bloomberg.com)
- Why the stock-bond correlation matters. (mrzepczynski.blogspot.com)
Companies
- Crowdstrike ($CRWD) has some explaining to do as the world's computers go down. (theverge.com)
- Google ($GOOGL) just keeps getting worse. (om.co)
- Have we already passed peak AI hype? (bigtechnology.com)
Media
- Netflix ($NFLX) is unique in its ability to turn old shows into hits. (nytimes.com)
- YouTube and TikTok viewing is pushing streaming services aside. (variety.com)
- Apple ($AAPL) should buy HBO. (spyglass.org)
Sports business
- EA Sports College Football 25 aside, sports video games are in secular decline. (neilpaine.substack.com)
- Sports gambling companies routinely ban bettors who win too much. (wsj.com)
Economics
- Q2 GDP is tracking around 2%. (calculatedriskblog.com)
- Is it even possible to weaken the U.S. dollar? (ft.com)
- Three sectors in the U.S. manufacturing economy that are booming. (carsongroup.com)
- Political partisanship is working its way into real economic data. (ft.com)
Earlier on Abnormal Returns
- Podcast links: harsh economic truths. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: generalized anger. (abnormalreturns.com)
- Why meme stocks and sh*tcoins are a logical outgrowth of the analytics revolution. (abnormalreturns.com)
- A lifetime subscription is anything but. (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)
