Quote of the Day
"That suggests to me that we should be less concerned about people falling for fake news stories and more worried that ordinary citizens are cynical about stories that are trustworthy."
(Tim Harford)
Markets
- U.S. earnings estimates, and margins, continue to tick higher in 2024. (carsongroup.com)
- Covid was boon for U.S. corporate profitability. (sherwood.news)
Strategy
- How would you do if had tomorrow's newspaper today? (ft.com)
- Investing is simple but not easy. (thefinancialbodyguard.com)
Finance
- Not every sovereign wealth fund is created alike. (ft.com)
- On the rollout of a stock picking AI bot. (advisorhub.com)
Fund management
- Are lower rates going to put a dent in money market funds? (wsj.com)
- Vanguard is doubling down on active fixed income funds. (ft.com)
Economy
- Weekly initial unemployment claims continue to trend lower. (calculatedriskblog.com)
- The data points toward a limited uptick in the unemployment rate. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: the digital biosphere. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: assessing your financial situation. (abnormalreturns.com)
- The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. (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)
