article thumbnail

Tuesday links: capital distribution

Abnormal Returns

rationalwalk.com) Economy Voluntary job quits are slowing. (bloomberg.com) David Einhorn is betting that the Delaware Chancery Court will side in favor of Twitter ($TWTR). barrons.com) TD Bank is buying investment bank Cowen ($COWN). bnnbloomberg.ca) Lost trust is hard to reacquire.

article thumbnail

3%: Great Depression, GFC, 1970s & 2020s?

The Big Picture

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.” They expect ~3% a year (or worse) annually. But that’s a very different discussion than 3% annually for 10 years.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Monday links: narcissistic power-grabbers

Abnormal Returns

on.ft.com) Beware converted ETFs in their first year, tax distribution-wise. ft.com) Economy There's only one NFP report this year for the Fed to chew on. (finance.yahoo.com) Funds Was the ESG movement just another ZIRP phenomenon? etf.com) Why Q4 is a big quarter for ETF inflows.

article thumbnail

10 Friday AM Reads

The Big Picture

My end-of-week morning train WFH reads: 20 IRA Mistakes to Avoid : From contributions to conversions to distributions, dont fall into these traps. has a ~$28 trillion economy, 4% of the worlds population, >20% of the globes GDP, and >55% of the global market cap. Morningstar ) Lets Talk About Tariffs : So. At least for now.

article thumbnail

Wednesday links: selling certainty

Abnormal Returns

morningstar.com) Private equity Private equity distributions are way off their highs. insidehook.com) Economy The Conference Board's LEI no longer signals recession. (ft.com) Strategy Certainty sells. Nuance is what matters. downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run.

article thumbnail

Tuesday links: detrimental behavior

Abnormal Returns

nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. abnormalreturns.com) Adviser links: forced distributions. (etf.com) Global U.S. companies are shifting production from China to Mexico.

Startup 242
article thumbnail

Friday links: noticing anomalies

Abnormal Returns

morningstar.com) Taxable distributions in a down year is a double-whammy. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. (novelinvestor.com) The stock market is constantly providing us 'instant feedback' much to our detriment. How do they perform over the long run?