Markets
- Survey data is really only useful at extremes. (theirrelevantinvestor.com)
- Stock markets around the world are at or near their highs. (downtownjoshbrown.com)
Strategy
- Good luck trying to pick the best performing asset class on a year-by-year basis. (awealthofcommonsense.com)
- It takes time to develop your investing principles. (microcapclub.com)
Bitcoin ETFs
- How much in assets will spot Bitcoin ETFs gather? (axios.com)
- A Bitcoin ETF is just another way to speculate. (ft.com)
Companies
- Why have L’Oréal and Estée Lauder stocks diverged so much? (axios.com)
- Why do gold bars on Costco.com ($COST) sell out so quickly? (wsj.com)
Global
- Conflict in the Red Sea is driving up global container shipping rates. (ft.com)
- Just because people are voting, doesn’t mean there is actual democracy. (theatlantic.com)
Policy
- Erik McClure, “We could fix everything, we just don’t.” (erikmcclure.com)
- Why the booming Sunbelt economy has bypassed the state of Mississippi. (wsj.com)
- U.S. cities are dropping off-street parking requirements. (npr.org)
- The case for Invest America Accounts. (axios.com)
- Trump businesses received $7.8 million from foreign governments while in office. (msnbc.com)
- The threat of violence hangs over the heads of elected Republican officials. (vox.com)
- The NRA may be in decline, but in many ways they have already won. (bloomberg.com)
Economy
- The U.S. labor economy is not overheating. (ft.com)
- Checking in on the health of the U.S. economy. (carsongroup.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (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)