Quote of the Day
"You can never have too much perspective and context in your investment plan."
(Tony Isola)
Rates
- Why rates are bucking the Fed. (sherwood.news)
- What's behind weakness in the long end of the curve? (apolloacademy.com)
Finance
- Charles Schwab ($SCHW) is expanding 24-hour trading. (barrons.com)
- The crypto industry is licking its chops for the prospects over the next four years. (theatlantic.com)
Companies
- Does Arm Holdings ($ARMH) have an AI future? (on.ft.com)
- Super Micro's auditor ($SMCI) has resigned. (wsj.com)
- Obesity drug momentum has slowed at Eli Lilly ($LLY). (sherwood.news)
- Boeing ($BA) bonds are already trading close to junk bond levels. (ft.com)
- Reddit ($RDDT) is now profitable. (cnbc.com)
Apple
- The Apple ($AAPL) Macbook Pro now sports a M4 chip. (sixcolors.com)
- Why people feel strongly about Apple ($AAPL) products. (macworld.com)
Sports
- How Callaway's ($MODG) bet on TopGolf went wrong. (on.ft.com)
- How MLB teams can hedge against player underperformance. (johnwallstreet.com)
- A closer look at rising NBA valuations. (huddleup.substack.com)
- An existential threat to pro sports: kids don't watch live sports. (frontofficesports.com)
Economy
- 2024 Q3 GDP ran at a 2.8% growth rate. (bonddad.blogspot.com)
- Why mortgage rates are going up, not down. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Personal finance links: the lure of small rewards. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: multi-period compounding. (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)
