Quote of the Day
"Financial news is riddled with stats that are often at extremes or even breaking records. And without context, we’re left to assume these developments must mean something."
(Sam Ro)
Chart of the Day
Don’t let politics get in the way of your investing. (via Bespoke Investment)
Markets
- The S&P 500 returned 2.43% in August 2024. (on.spdji.com)
- There are too many markets at all-time highs to count. (allstarcharts.com)
Strategy
- High yields come with risk. Don't let anyone tell you otherwise. (wsj.com)
- Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com)
- Market statistics can gloss over the big picture. (tker.co)
Companies
- Intel ($INTC) has some (big) decisions to make. (axios.com)
- Why Apple ($AAPL) would 'invest' in OpenAI. (spyglass.org)
- How do you motivate a workforce when so many of them are already multi-millionaires, i.e. Nvidia ($NVDA)? (sherwood.news)
- A good reminder that even the most dominant companies, think BlackBerry ($BB), can take a turn for the worst. (scheplick.com)
ETFs
- Leveraged single-stock ETF continue to attract assets and attention. (finance.yahoo.com)
- Newly launched ETFs are coming with higher fees these days. (fa-mag.com)
- Wirehouses are listing more active ETFs. (ft.com)
Policy
- Why housing (policy) matters so much for the economy. (econlib.org)
- When did the 'Great Stagnation' really begin? (marginalrevolution.com)
- Inspectors general do important, unheralded work. (msn.com)
- Can the Operation Warp Speed model be used for other problems? (papers.ssrn.com)
- Wastewater monitoring can do a lot more than just look for Covid. (msn.com)
- The cost of raising children is only going up. Can anything be done about it? (wsj.com)
Economy
- Q3 GDP is tracking mid-2% growth. (nytimes.com)
- Instantaneous core PCE is running at 2.2%. (econbrowser.com)
- The economic data through July were largely positive. (axios.com)
- On the potential impact of Fed rate cuts. (apolloacademy.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- Saturday links: the state of the teaching profession. (abnormalreturns.com)
- How much would you pay for a house you couldn't insure? (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)
