Quote of the Day
"Many corporate struggles and strategic decisions hinge on owning distribution. It's one thing to make a product people like, and another entirely to be the company people like because of that product."
(Byrne Hobart)
Markets
- Bond yields have already priced in a lot of economic slowing. (mrzepczynski.blogspot.com)
- Broad bond ETFs are well above their 50 and 200 day moving averages. (capitalspectator.com)
- The ranks of 'fallen angel' bonds is growing. (bloomberg.com)
Strategy
- 15 sure-fire ways to lose money in the markets. (awealthofcommonsense.com)
- Why so many institutional investors invest alike. (charlesskorina.com)
Companies
- ASML ($ASML) is arguably the most important company in technology. (sherwood.news)
- If Roblox ($RBLX) is so big, why can't it turn a profit? (matthewball.co)
- Why Trump Media and Technology Group ($DJT) stock has been declining. (latimes.com)
Finance
- Investors are still skeptical about the turnaround at Charles Schwab's ($SCHW) banking unit. (wsj.com)
- A portfolio analysis of Berkshire Hathaway ($BRK.A). (morningstar.com)
- Dividend recaps are back in a big way. (sherwood.news)
Spice
- Some surprising items are showing up on Walmart ($WMT) grocery shelves. (eater.com)
- The Starbucks ($SBUX) Pumpkin Spice Latte is already here. (axios.com)
- Old Bay isn't just for seafood. (eater.com)
Economy
- The BLS has revised down recent employment growth. (bonddad.blogspot.com)
- The services/goods consumer spending mix has normalized. (apolloacademy.com)
Earlier on Abnormal Returns
- Personal finance links: improved affordability. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: falling for something. (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)
