Quote of the Day
"The future of cars is code, not chrome."
(Om Malik)
Markets
- Credit spreads are not screaming recession. (ft.com)
- Earnings estimates are coming down. (sherwood.news)
- Long Europe, short US is the consensus trade. (on.ft.com)
How Not to Invest
- Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (ritholtz.com)
- Everybody makes financial mistakes, even the most accomplished. (ofdollarsanddata.com)
- Wiz is Google's ($GOOGL) biggest acquisition ever. (theverge.com)
- Why Google's ($GOOGL) acquisition of security company Wiz is such a big deal. (tomtunguz.com)
CPG
- Procter & Gamble ($PG) vs. Unilever ($UL): a tale of the tape. (wsj.com)
- Why Pepsico ($PEP) bought Poppi. (eater.com)
EVs
- Chinese electric vehicle maker BYD claims a five-minute charging time. (axios.com)
- Autos are a scale business and China is crushing the U.S. in EVs. (crazystupidtech.com)
Fund management
- If you are going to invest in actively managed funds, keep an eye on fees. (morningstar.com)
- These 15 funds have lost investors the most money over the past decade. (morningstar.com)
Economy
- Industrial production rose in February, but new order disappointed. (bonddad.blogspot.com)
- Why the price of gold has risen. (econofact.org)
Earlier on Abnormal Returns
- Research links: your web presence. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: durable portfolios. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
