Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended Saturday, January 18, 2025. You can also check out last week’s edition. The description reads as it does in the relevant linkfest.
Top clicks this week
- How to deal with the issue of mega-cap market dominance. (awealthofcommonsense.com)
- Markets change, but human behavior doesn't. (humbledollar.com)
- From the ten largest market cap companies in 2000, only Microsoft ($MSFT) remains. (betterletter.substack.com)
- Historical returns are a 'billboard for diversification.' (awealthofcommonsense.com)
- No matter how you slice it, the booze business is struggling. (sherwood.news)
- Don't confuse 'yield' for a return of capital. (jeffreyptak.substack.com)
- America's bourbon boom is over. (wsj.com)
- Luke Kawa, "The idea that the stock market is always and everywhere rooting for lower interest rates, even if it requires outright weakness in the US job market to get them, is not consistently borne out by the data, to say the least." (sherwood.news)
- How to plan for future lower market returns. (theretirementmanifesto.com)
- It's counterintuitive, but frictions can make for better investors. (behaviouralinvestment.com)
