Quote of the Day
"Volatility is the price of admission when it comes to investing in equities."
(Ben Carlson)
Markets
- Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." (ft.com)
- Market sentiment got way too bullish. (allstarcharts.com)
Strategy
- There's always a (different) reason to sell. (theirrelevantinvestor.com)
- Investors need to plan for down markets. (awealthofcommonsense.com)
- If you sell stocks, you have to decide when to get back in. (spilledcoffee.co)
Finance
- Closed-end funds were not built with investors' welfare in mind. (wsj.com)
- JP Morgan Chase ($JPM) is opening more branches in smaller towns. (cnbc.com)
AI
- Big Tech is spending big on AI. (sherwood.news)
- Big Tech is getting creative when it comes to acquisitions. (spyglass.org)
- Where AI can really save a company money. (tomtunguz.com)
- Can an AI company actually be run ethically? (vox.com)
Economy
- Just how freaked out should people be about the July jobs report? (optimisticallie.com)
- Heavy truck sales rose in July. (calculatedriskblog.com)
- The Fed should have cut rates last week. (bonddad.blogspot.com)
- U.S. industrial capacity is on the rise. (apolloacademy.com)
- Who forecast inflation best? (econbrowser.com)
Earlier on Abnormal Returns
- Adviser links: the RMD mentality. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
