Quote of the Day
"Defining our own approach and understanding its realities and limitations is absolutely critical for any investor."
(Joe Wiggins)
Chart of the Day
(ft.com)Markets
- A look at Magnificent Seven valuations. (ft.com)
- Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. (markets.businessinsider.com)
- Newsletter writers are bullish. (allstarcharts.com)
Strategy
- A long term look at bond yields vs. stock yields. (morningstar.com)
- What kind of investor are you? (behaviouralinvestment.com)
- How to pick a proper investment benchmark. (investmenttalk.co)
Vision Pro
- A review of the Apple ($AAPL) Vision Pro and why it is really designed for a single user. (stratechery.com)
- The Vision Pro is will only serve to isolate us more than we already are. (awealthofcommonsense.com)
- Answering some questions about using the Vision Pro. (sixcolors.com)
- How long before we start seeing Vision Pros in the wild? (spyglass.org)
Weight loss drugs
- Eli Lilly ($LLY) says they will be capacity constrained through 2024. (biopharmadive.com)
- Novo Nordisk ($NVO) is beefing up its manufacturing capacity. (biopharmadive.com)
- GLP-1 users need to focus on maintaining muscle mass. (msn.com)
Finance
- JP Morgan Chase ($JPM) is once again adding bank branches. (wsj.com)
- What senior loan officers are saying about credit. (bonddad.blogspot.com)
- Who is going to take up the market share Citigroup ($C) is ceding in the muni space? (institutionalinvestor.com)
- Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. (wsj.com)
Earlier on Abnormal Returns
- Research links: a disappointing track record. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the curse of knowledge. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)