Quote of the Day
"Failure is a gift."
(Phil Pearlman)
Finance
- Who's behind the ratings for all that private credit? (ft.com)
- A problem with art as an investment - it can disappear en route. (artnews.com)
Fund management
- An example of 'do as I say, not as I do' from Cathie Wood. (jeffreyptak.substack.com)
- How Fidelity Investments stays on a growth track. (on.ft.com)
Gambling
- Sports gambling scandals shouldn't really be surprising any more. (vox.com)
- On the role tanking plays in the NBA gambling scandal. (sportico.com)
- 2026 is looking like a tax apocalypse for gamblers. (axios.com)
Restaurants
- Din Tai Fung restaurants earn more per location than any other chain in the U.S. (sherwood.news)
- Gas stations are upping their food game. (fastcompany.com)
- How higher beef prices are hitting restaurants. (ft.com)
Energy
- How geothermal energy in the U.S. could take a step forward. (wsj.com)
- The U.S. makes installing roof top solar way too expensive. (heatmap.news)
- Public support for nuclear power is growing. (pewresearch.org)
Economy
- CPI increased 0.3% in September, 0.2% for core. (calculatedriskblog.com)
- Shelter is the only trend working in favor of lower inflation. (bonddad.blogspot.com)
- Just how big is the 'wealth effect'? Not that big... (ritholtz.com)
- The rebalancing of the housing market is well underway with inventories rising. (bonddad.blogspot.com)
- The national apartment market is softening. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: the art of storytelling. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: the frictionless world. (abnormalreturns.com)
- Don't miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
