Quote of the Day
"As the public sector steps back from its role as a stabilizer, the private sector has rushed in as a gambler, betting that technology alone can hold the system together."
(Kyla Scanlon)
Strategy
- Investors who spend all their time worrying about a big market dip, often miss out on the upside in the meantime. (awealthofcommonsense.com)
- Why investors can't help themselves when it comes to trying to time the market. (behaviouralinvestment.com)
- Why holding gold over the long run can be challenging. (ofdollarsanddata.com)
Trading
- The number days with $100 billion-a-day market cap swings have soared in 2025. (ft.com)
- Truth Social ($DJT) is getting into prediction markets via a deal with Crypto.com. (sherwood.news)
- Forge Global ($FRGE) is reportedly for sale. (ft.com)
Fund management
- We glorify investors now, not actual inventors. (anildash.com)
- Nelson Peltz has made a bid for Janus Henderson ($JHG). (finance.yahoo.com)
AI
- How the hyperscalers are managing to spend go much on compute. (optimisticallie.com)
- How the AI boom has found its way into so many elements of the economy and stock market. (nytimes.com)
Data centers
- Data center operators don't really want you to know how much water they use. (theguardian.com)
- The U.S. is the data center capital of the world. (apolloacademy.com)
Economy
- The Case-Shiller national house price index rose 1.5% for the year ending in August. (calculatedrisk.substack.com)
- A look at all the economic crosscurrents. (ritholtz.com)
- Five factors affecting jobs growth including reduced immigration. (carsongroup.com)
- How slowing population growth makes the Fed's job harder. (klementoninvesting.substack.com)
- We are living in an economic data desert. (axios.com)
Earlier on Abnormal Returns
- Research links: an unmistakable pattern. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: avoiding tough questions. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
