Markets

• Some random market insights including: Nvidia's ($NVDA) forward P/E keeps falling. (awealthofcommonsense.com)
  TweetPocketInstapaperSymbols: $NVDA
• Diesel prices remain $2 a gallon above where they were pre-Iran war. (econbrowser.com)
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Strategy

• Why market pundits are doing you any favors. (behaviouralinvestment.com)
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• The stocks of great companies show big drops more often than you think. (brianferoldi.substack.com)
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Companies

• Google ($GOOGL) dodged a break up of its ads business. (axios.com)
  TweetPocketInstapaperSymbols: $GOOGL
• Novo Nordisk ($NVO) is betting on weight loss pills. (nytimes.com)
  TweetPocketInstapaperSymbols: $NVO
• It sure looks like someone knew a deal for GoPro ($GPRO) was coming. (ft.com)
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ETFs

• TIPS look attractive, but it's not as simple as buy a TIPS ETF. (morningstar.com)
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• Institutional investors are swapping between the iShares Core S&P 500 ETF ($IVV) and Vanguard S&P 500 ETF ($VOO) to avoid dividends for tax purposes. (bloomberg.com)
  TweetPocketInstapaperSymbols: $IVV $VOO
• These ETFs generate the most implied revenue for sponsors. (etf.com)
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Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
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Europe

• How heat impacted Europe this summer. (wsj.com)
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• Do Germans need to work longer and harder? (ft.com)
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• The Maldives is a way station for Russian evasion of Western sanctions. (wsj.com)
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• Spaniards are starting to eat dinner earlier. (marginalrevolution.com)
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Jobs

• Some early evidence that AI is impacting jobs. (dallasfed.org)
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• The college wage premium is shrinking. (marginalrevolution.com)
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Economy

• We are still in a low hire/low fire economy. (bonddad.blogspot.com)
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• A review of Kevin Warsh's Jackson Hole speech. (stayathomemacro.substack.com)
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• How rising interest rates affect the debt/GDP ratio. (klementoninvesting.substack.com)
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Earlier on Abnormal Returns

• Personal finance links: supercharged fraud. (abnormalreturns.com)
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• What you missed in our Tuesday linkfest. (abnormalreturns.com)
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• Research links: stock-specific volatility. (abnormalreturns.com)
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Mixed media

• A look at the scale of plastic pollution in the oceans and waterways. (reasonstobecheerful.world)
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• Natural fibers are not necessarily better than man-made. (theatlantic.com)
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• The case for landfills. (worksinprogress.news)
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