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Friday links: your single most valuable asset

Abnormal Returns

slate.com) Global Japan's government bond yields now exceed China's. politico.com) Economy There's still no sign of a recession in the data. abnormalreturns.com) Longform links: facilitating communication. (semafor.com) Automattic Automattic is in turmoil. ft.com) The West is coming to terms with the extent of Chinese espionage.

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How to Communicate the Silicon Valley Bank Failure to Your Clients

Indigo Marketing Agency

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Does this level of communication feel overwhelming? Provide context.

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We Need to Have a Talk About “Bond Vigilantes”

Discipline Funds

The basic narrative is that bond markets will teach the Fed and US government a lesson about reckless spending which will drive up interest rates and bankrupt the USA. When Musk says the US government is going bankrupt like a household he’s quite simply misunderstanding how the monetary system works. Individuals go bankrupt.

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Friday links: making peace with your losses

Abnormal Returns

awealthofcommonsense.com) The entire government debt limit debate is annoying. blairbellecurve.com) Economy Q2 GDP is trending around 2%. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (commonwealmagazine.org) Debt limit Anything can happen over the short term.

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Wednesday links: getting to no faster

Abnormal Returns

news.yahoo.com) Vietnam's government runs roughshod over critics on Facebook. vox.com) Economy April CPI came in at 0.4% wsj.com) Microsoft 365 users spend most of their communicating. (businessinsider.com) Facebook users are rapidly aging. nytimes.com) How Russia's war has transformed/destroyed the city of Kharkiv.

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10 Thursday AM Reads

The Big Picture

My morning train reads: • The Economy Is Great. Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( Why Are Americans in Such a Rotten Mood?

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MBA: Mortgage Applications Increased in Weekly Survey

Calculated Risk

percent, reaching its lowest level since May 2023, following doveish communication from the Federal Reserve and a weak jobs report, which added to increased concerns of an economy slowing more rapidly than expected,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. “As The 30-year fixed rate fell to 6.55