Quote of the Day
"Talk about politics if you want. But don’t let it divide you from the people who actually matter in your life."
(Darius Foroux)
Chart of the Day
The top 15 value creating stocks of the past decade won’t surprise you.
Strategy
- Successful investing is about avoiding unforced errors. (ritholtz.com)
- Your investment mindset is key to success. (safalniveshak.com)
- How to make better decisions under uncertainty. (twopct.com)
Crypto
- Another head of state is caught up in a crypto pump-and-dump scandal. (wired.com)
- FTX creditors are starting to get paid. (coindesk.com)
AI
- The state of the consumer AI space. (spyglass.org)
- DeepSeek shows people still love free, even if it comes with some limitations. (sherwood.news)
- The AI emperors have no clothes. (wheresyoured.at)
Finance
- Private companies are not rushing to go public. (nytimes.com)
- Blackrock ($BLK) has called off engagement meeting with companies. (semafor.com)
ETFs
- The Vanguard 500 Index Fund ETF ($VOO) is now the biggest ETF in the world. (etftrends.com)
- How Vanguard eventually caught State Street. (etf.com)
Housing
- National homebuilder confidence fell in February. (calculatedriskblog.com)
- Apartment rents are not going to stay down forever. (bloomberg.com)
- On the state of the housing market. (housingwire.com)
Economy
- Fire enough government workers and it will eventually hit the economy. (optimisticallie.com)
- Economic policy uncertainty is at a multi-decade hig. (econbrowser.com)
- How worried should we be about inflation. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Research links: contracting arrangements. (abnormalreturns.com)
- Adviser links: the latest gadgets. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
