Quote of the Day
"The illusion that you can accurately predict market movements or those of the stocks you own is not just misguided but is downright dangerous to your financial health."
(Vishal Khandelwal)
September 2024
- The S&P 500 was up 2.14% in September 2024. (on.spdji.com)
- How major asset classes performed in September 2024. (capitalspectator.com)
- The S&P 500 is off to its best start since 1997. (sherwood.news)
- No matter how you slice it, the stock market has done pretty well. (axios.com)
- Q3 asset class returns, visualized. (novelinvestor.com)
Markets
- Why Chinese stocks dropped, and now bounced back. (ft.com)
- Americans have upped their portfolio risk from pre-pandemic levels. (axios.com)
ETFs
- As the Magnificent Seven stocks have grown it has upended some ETF weighting schemes. (wsj.com)
- Bond ladder ETFs are now a thing. (thinkadvisor.com)
Apple
- The race between Meta ($META) and Apple on AR glasses is closer than you think. (sixcolors.com)
- Nobody really talks about the Vision Pro any more. (spyglass.org)
- Like it or not, computers are coming to your face. (theatlantic.com)
Venture capital
- High profile hedge funds have pulled back from venture investing. (institutionalinvestor.com)
- The CIA, nee In-Q-Tel, continues to make VC investments. (sherwood.news)
Global
- Why Canada's economy is lagging the U.S. (economist.com)
- The U.S. dollar isn't going anywhere as a reserve currency. (klementoninvesting.substack.com)
- How the West has restricted Ukraine's ability to fight. (theatlantic.com)
Economy
- It is difficult to argue the U.S. economy is meaningfully slowing. (apolloacademy.com)
- Another sign of a moderating jobs market. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: strategic beta blues. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: AI-assisted financial advice. (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)
