Quote of the Day
"Today you can get capital privately, at scale . . . you can also get liquidity in the private markets. So the reasons to go public, when you really reach an incredible scale, are getting pushed out."
(David Solomon)
Strategy
- Stock picking is hard. So is sector picking. (awealthofcommonsense.com)
- How to plan for future lower market returns. (theretirementmanifesto.com)
Finance
- Hindenberg Research is calling it quits. (wsj.com)
- eToro has filed for an IPO. (coindesk.com)
- The stocks of single-family landlords are trading at a discount to their stated NAVs. (wsj.com)
Food
- How GLP-1 users change their food purchase patterns. (twopct.com)
- Congressional types have embraced Celsius ($CELH) drinks. (msn.com)
- The FDA has banned the use of Red Dye No. 3. (theverge.com)
- Cottage cheese is having a moment. (wsj.com)
Russia
- Russia thinks it is winning the war. (vox.com)
- Russia's economy is increasingly stressed by the war in Ukraine. (ft.com)
Economy
- The term premium has blown out. (apolloacademy.com)
- Why weekly initial unemployment claims matter. (bonddad.blogspot.com)
- National homebuilder confidence ticked higher in January. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Longform links: harnessing technology. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: psychological benefits. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
