Quote of the Day
"The key to eliminating tilt from our trading is to mentally rehearse situations of loss and frustration while we engage in exercises that keep us focused and slowed down."
(Brett Steenbarger)
Bonds
Markets
- Exchange stocks are outperforming. (allstarcharts.com)
- Have defensive stocks finally stopped going down? (entrylevel.topdowncharts.com)
- How small cap sector weights differ from large cap. (ft.com)
Fund management
- Index funds have succeeded in spite of the asset management industry. (behaviouralinvestment.com)
- It's not just BREIT that is struggling. (nytimes.com)
- Asset managers keep snapping up boutique private credit managers. (finance.yahoo.com)
Commercial aircraft
- Boeing's ($BA) quality problems didn't just start recently. (wapo.st)
- Given Boeing's many problems, you would think Airbus was doing better. (wsj.com)
Economy
- Companies are not talking recession. (apolloacademy.com)
- Small business optimism is at its highest level since 2022. (reuters.com)
- PPI continues heading lower. (econbrowser.com)
- Vehicles sales are not screaming recession. (bonddad.blogspot.com)
- Why exactly are you trying to predict a recession? (awealthofcommonsense.com)
Earlier on Abnormal Returns
- Research links: real world finance. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: spent money. (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)
