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Quote of the Day
"Money isn’t the point. But talking about money enables you to find your footing and clarify your direction."
(Seth Godin)
Markets
- T-bill yields are approaching 4%. (barrons.com)
- Bond math looks a lot different from a year ago, let alone six months. (morningstar.com)
- Just how bad is the drawdown in the 60/40 portfolio this year? (priceactionlab.com)
Apple
- A look at the new iPhone 14s. (daringfireball.net)
- The Apple ($AAPL) Series 8 Watch is all about health. (gq.com)
- Why people don't line up for new iPhones any more. (cnet.com)
Companies
- Did Adobe ($ADBE) overpay for Figma? (ft.com)
- Netflix ($NFLX) wants advertisers to pay a premium to run ads. (variety.com)
- Is ESPN better off on its own, or as a part of Disney ($DIS)? (ft.com)
Fund management
- Bond fund investors should be excited, not concerned. (morningstar.com)
- Don't be fooled but short term results, beating the market is really difficult. (tker.co)
Quiet quitting
- 'Quiet quitting' is an overblown narrative. (theatlantic.com)
- An alternative to quiet quitting. (nytimes.com)
Economy
- Bill McBride, "Housing is the main transmission mechanism for Fed policy." (calculatedriskblog.com)
- The American consumer is coming under pressure. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: investor feedback. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: an extremely rare occurrence. (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)
