Markets
- Not every drawdown is a buying opportunity. (ft.com)
- There is a good chance you already own some Nvidia ($NVDA). (peterlazaroff.com)
Strategy
- At some point, diversification will be rewarded. (awealthofcommonsense.com)
- How to know when your trading experiment has failed. (allstarcharts.com)
- Investment acronyms are a crap shoot at best. (ft.com)
Crypto
- Bitcoin OGs aren’t selling at new all-time highs. (howardlindzon.com)
- Some Texans are having second thoughts about Bitcoin mining in the state. (wired.com)
- The Grayscale Bitcoin Trust ($GBTC) has seen outflows but AUM is still near its peak. (dlnews.com)
Finance
- Big banks increasingly rely on prime brokerage services to make money. (ifre.com)
- Late-stage VCs, like Tiger Global, are hoping for a IPO revival, stat. (institutionalinvestor.com)
- Why some consumers are searching out small, local options. (wsj.com)
GLP-1 drugs
- Some companies are ending coverage for GLP-1s for weight loss. (wsj.com)
- How GLP-1 could blow a hole in the federal budget. (nytimes.com)
- How are GLP-1 drugs going to affect fitness chains? (cnn.com)
- How (and why) GLP-1 works on the brain. (theatlantic.com)
Cal Newport
- A Q&A with David Epstein and Cal Newport, author of the new book “Slow Productivity: The Lost Art of Accomplishment Without Burnout.” (davidepstein.substack.com)
- Brett McKay talks with Cal Newport author of the new book “Slow Productivity: The Lost Art of Accomplishment Without Burnout.” (artofmanliness.com)
- Some notes on Cal Newport’s “Slow Productivity.” (moontower.substack.com)
Economy
- Not much changed in the January JOLTS. (bonddad.blogspot.com)
- It’s hard to have a recession having started in February 2024. (econbrowser.com)
- Why Europe’s economy is lagging the U.S. (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: memories and feelings. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: frequent disappointments. (abnormalreturns.com)
- The 2024 UBS Global Investment Returns Yearbook is here! (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)
