Quote of the Day
"One of the reasons investing is so hard is because it requires introspection. You’re not just thinking about the market, you’re thinking about how you’re thinking about the market."
(Jared Dillian)
Rates
- 2022 was unusual when both stocks and bonds dropped. (awealthofcommonsense.com)
- The next move in short term rates is lower. The time to prepare is now. (nytimes.com)
- Money market fund AUM is at a record high. (bloomberg.com)
Markets
- Check out a new measure of investor optimism. (sherwood.news)
- The Canadian stock market is at all-time highs. (allstarcharts.com)
Fund management
- A profile of Ken Griffin and Citadel. (wsj.com)
- Don't discount Fidelity's index fund prowess. (ft.com)
Economy
- Housing construction is looking weak. (bonddad.blogspot.com)
- CMBS office loan delinquency rates are still rising. (apolloacademy.com)
- The Composite Recession Probability Index is not screaming recession. (capitalspectator.com)
- Remote job listings are falling. (axios.com)
- Why oil production continued to boom under the Biden administration. (washingtonpost.com)
Earlier on Abnormal Returns
- Podcast links: changing our minds. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- When it comes to finances, you are on your own. No one is coming to save you. (abnormalreturns.com)
- Longform links: streaming service erasure. (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)
