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Sunday links: asymmetric returns

Abnormal Returns

howardlindzon.com) How veterinary medicine became a big business. axios.com) The economic schedule for the coming week. (awealthofcommonsense.com) Successful investing requires getting your time horizon correct. disciplinefunds.com) Always check the ticker. scheplick.com) Business The degenerate economy is booming.

Medicine 307
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Supply Chain Is 40% of Inflation

The Big Picture

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. Still, I cannot help but observe that the FOMC response to pandemic-induced inflation is blunt, excessive and unnecessarily painful to the middle and lower economic earners. Liberty Street Economics, August 24, 2022).

Medicine 363
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Podcast links: better financial decisions

Abnormal Returns

infiniteloopspodcast.com) Cardiff Garcia talks with economist Angus Deaton author of the forthcoming book "Economics in America: An Immigrant Economist Explore the Land of Inequality." pushkin.fm) Non-finance Russ Roberts talks with Dr. Anupam Bapu Jena, co-author of "Random Acts of Medicine."

Medicine 259
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The Great Resignation Is Long Over

The Big Picture

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. Sahm: A Fed-induced recession is a medicine worse than the disease ( Financial Times ).

Medicine 332
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MiB: David Rubenstein, The Carlyle Group

The Big Picture

Kennedy Center for the Performing Arts, the Economic Club of Washington, and the University of Chicago among others. His philanthropic endeavors stretch across a number of institutions including the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Brookings Institution, and the National Constitution Center.

Medicine 190
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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S. inflation rate crept back up to 3 percent in January, the highest its been in 6 months. This was also higher than the 2.9

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At The Money: Behavior Beats Intelligence

The Big Picture

I think one analogy here would be think about health and medicine. Financial decisions in the real world are influenced by our personal history, world views, ego, pride, too many other factors to list. It’s not just mathematical calculations. Morgan Housel : That’s right, Barry.

Math 274