Quote of the Day
"Perhaps the most essential challenge for investors is that perennially frustrating problem of other things happening, things that we are not even considering today. These are likely to overwhelm whatever we are thinking about right now."
(Joe Wiggins)
Markets
- Gold is having a decade (or two). (sherwood.news)
- People are trading Tesla ($TLSA) shares like crazy. (ft.com)
- Why you can't necessarily trust the initial reactions to an event, like an election. (behaviouralinvestment.com)
Finance
- How Microstrategy ($MSTR) is using capital markets to beef up its Bitcoin stash. (ft.com)
- Honeywell International ($HON) has attracted an activist investor. (bloomberg.com)
AI
- All the big players want to be more AI independent. (spyglass.org)
- Amazon ($AMZN) is pushing hard to produce their own AI chips. (ft.com)
Companies
- Why Sonos ($SONO) is struggling. (sherwood.news)
- Can Starbucks ($SBUX) recapture its past magic? (salon.com)
- Netflix's ($NFLX) ad-tier now has some 70 million users globally. (variety.com)
Ukraine
- What the Biden administration can still do for Ukraine. (theatlantic.com)
- Scott Pelley interviews veteran Ukrainian journalist Andriy Tsaplienko. (cbsnews.com)
- The Soyuzivka Ukrainian Heritage Center is a home away from home for Ukrainian Americans. (npr.org)
- Why Yevhen Klopotenko wrote "The Authentic Ukrainian Kitchen: Recipes from a Native Chef." (npr.org)
Economy
- Heavy truck sales dropped sharply in October 2024. (calculatedriskblog.com)
- Do we have the tools to fight another inflationary wave? (stayathomemacro.substack.com)
- Consumer sentiment is going to continue to improve as inflation moderates more. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: driving financial crises. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: losing focus. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
- The NBA has an injury problem. (sports.yahoo.com)
- NBA ratings are falling. Is the 3-pointer to blame? (frontofficesports.com)
- 2024 NBA Cup court designs, ranked. (nytimes.com)
- Nike's ($NKE) grip on basketball is loosening. (sportico.com)
- A profile of 'can't miss' NBA prospect Cooper Flagg. (espn.com)







