Quote of the Day
"In life and investing alike, finding your tribe can make all the difference."
(Vishal Khandelwal)
Markets
Strategy
- Ian Cassel, "Time is always trying to put you out of business." (microcapclub.com)
- A rock, digital or not, is still just a rock. (humbledollar.com)
Crypto
- The SEC has approved spot Ethereum ETFs. (theblock.co)
- It was a big week for cypto regulation. (marginalrevolution.com)
- Craig Steven Wright is NOT Satoshi Nakamoto. (arstechnica.com)
- The Doge dog has died. (semafor.com)
Companies
- To understand Nvidia ($NVDA) you need to understand their end users. (tomtunguz.com)
- How Shein and Temu snuck up on Amazon ($AMZN). (bigtechnology.com)
- More signs that Apple ($AAPL) has lost its way (slate.com)
Finance
Real estate
- Co-working is shifting to the suburbs. (bloomberg.com)
- Office vacancies are headed higher. (sherwood.news)
GLP-1 drugs
- Eli Lilly ($LLY) is investing big to make more Mounjaro and Zepbound. (wsj.com)
- Ozempic helps combat major kidney outcomes. (fiercepharma.com)
- Hims & Hers ($HIMS) is now selling compounded semaglutide for weight loss. (healthline.com)
Economy
- Keep an eye on real disposable income growth. (bonddad.blogspot.com)
- Why inflation isn't falling faster. (apolloacademy.com)
- How the last 20 years in the economy have played out. (ritholtz.com)
Earlier on Abnormal Returns
- Podcast links: pod shopping. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: thinning out the middle class. (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)
