Markets
- Some data matters more than others for the stock market. (theirrelevantinvestor.com)
- All price trends are headed in the right direction. (capitalspectator.com)
Global
- The FTSE 100 trades around 10x earnings. (economist.com)
- Why Japanese retail investors are notoriously equity-averse. (ft.com)
Strategy
- Historically the stock market recovers to all-time highs, sometimes it just takes time. (fortunesandfrictions.com)
- You can find a historical market analogy to fit any hypothesis. (klementoninvesting.substack.com)
- The case for following price, not pundits. (allstarcharts.com)
Temu
- How Temu is taking on Amazon ($AMZN) on price. (msn.com)
- How Temu found a foothold in America. (vox.com)
Finance
- The boom in music publishing rights increasingly looks like a ZIRP-era phenomenon. (on.ft.com)
- The year in IPOs, visualized. (ft.com)
Sports business
- Why American entrepreneur John Textor may regret his deep dive into international football ownership. (wsj.com)
- How Nascar was able to increase the size of its media rights package. (huddleup.substack.com)
- Lighted par-three golf is the next growth channel for the sport. (perfectputt.beehiiv.com)
Economy
- What cardboard prices are saying about the economy. (wsj.com)
- If anything, weekly initial unemployment claims are trending down, not up. (calculatedriskblog.com)
- Retail sales are slowing. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: consolidation and shakeout. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: native planting. (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)