Quote of the Day
"Too many people who publish market opinion and commentary veer into recklessness. Writers occasionally fail to consider how their words may affect others."
(Barry Ritholtz)
Chart of the Day
Bond investors have taken it on the chin of late. (chart via YCharts)
Markets
- The stock market can go up, even if you don't understand why. (optimisticallie.com)
- Gold and commodities don't move in lockstep. (mrzepczynski.blogspot.com)
- The dollar's decline is entirely self-inflicted. (mrzepczynski.blogspot.com)
- Gen Z trades and gambles the same way. (sherwood.news)
Strategy
- Market observers need to first 'do no harm.' (ritholtz.com)
- The past decade has been historically bad for bond returns. (awealthofcommonsense.com)
Crypto
- Grayscale Investments has filed to go public. (theblock.co)
- Crypto companies are getting into banking. (ft.com)
- Vanguard Group funds have become the largest shareholder in Strategy ($MSTR). (fa-mag.com)
Private assets
- How JP Morgan Chase ($JPM) let private lending slip through its hands. (wsj.com)
- Another 401(k) provider is partnering with another firm to layer private equity into target-date funds. (wsj.com)
Companies
- It's Netflix ($NFLX) and Youtube and then everyone else. (nytimes.com)
- Airbnb ($ABNB) and Uber ($UBER) used to trade together. No more. (sherwood.news)
- Kirkland is a growing share of Costco ($COST) sales. (wsj.com)
Work
- Men are more likely to return to the office. (wsj.com)
- How companies are low-key laying off workers. (economist.com)
- The office vacancy rate keeps growing. (calculatedriskblog.com)
Economy
- How rising government debt levels affect borrowing rates. (marginalrevolution.com)
- A positive review for Kenneth Rogoff's new book "Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance, and the Road Ahead." (mrzepczynski.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: our greatest value. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
