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Quote of the Day
"A single trustworthy voice is worth more than ten thousand bot-written articles."
(Ted Gioia)
Markets
- Real yields are on the rise. (allstarcharts.com)
- T-bill yields are currently above that of AAA-rated bonds. (awealthofcommonsense.com)
Strategy
- The stock market has had a good year, in only six months. (ritholtz.com)
- The feedback loop in the markets is no joke. (ritholtz.com)
Companies
- Where Apple ($AAPL) stands as a $3 trillion company. (bigtechnology.com)
- How Amazon ($AMZN) is trying to cut down on customer returns. (theinformation.com)
- Fanatics is going to end up purchasing PointsBet's U.S. business. (frontofficesports.com)
Finance
- SoFi ($SOFI) has gone mainstream. (bloomberg.com)
- Fidelity is converting six mutual funds to ETFs. (thinkadvisor.com)
- Libor is (finally) ending. (nytimes.com)
Housing
- Short-term rentals are a housing shortage sideshow. (vox.com)
- The U.S. is unique in its reliance on the 30-year mortgage structure. (bloomberg.com)
- The last 50 years of U.S. housing prices visualized. (visualcapitalist.com)
Economy
- Why we need to be able to come to terms with ambiguity. (kyla.substack.com)
- Where excess savings stand in Euroland. (ft.com)
- Does the Fed care what is happening in the rest of the world? (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: generational differences. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: the most informed experts. (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)
