Quote of the Day
"Just like the surgeon or business person, the successful trader has to reinvent themselves to find new sources of "edge".
(Brett Steenbarger)
Strategy
- How does the stock market perform after a period of sideways action? (ofdollarsanddata.com)
- Investment funds are a tool, not an investment philosophy. (fortunesandfrictions.com)
- International diversification never went out of style. (mrzepczynski.blogspot.com)
- Covered call writing is not free money. (caia.org)
Crypto
- Crypto, and Bitcoin, are still here. (barrons.com)
- Gemini Trust is examining its options. (bloomberg.com)
Nvidia
- Nvidia ($NVDA) is now the 9th company to reach $1 trillion in market cap. (paulrlamonica.substack.com)
- The shortage of AI chips is palpable. (wsj.com)
- Five things could bring Nvidia ($NVDA) down. (thereformedbroker.com)
Companies
- What is Carl Icahn's end game for Icahn Enterprises ($IEP)? (semafor.com)
- Las Vegas casinos are raking in record gaming revenues. (wsj.com)
- Where does WW ($WW) stand in the age of Ozempic? (wired.com)
Finance
- Add California to the list of states where home insurance companies are pulling out. (axios.com)
- Insiders are buying financial stocks. (twitter.com)
Economy
- How a resumption in student loan repayments could be a drag on the economy. (bloomberg.com)
- The case for the economy avoiding a recession in 2023. (calculatedriskblog.com)
- There's nothing really shocking in the debt deal. (ft.com)
Earlier on Abnormal Returns
- Research links: data vacuums. (abnormalreturns.com)
- Adviser links: technology bets. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)