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Monday links: an economy on hold

Abnormal Returns

(taylorlorenz.substack.com) Housing An alternative to the Case-Shiller house price numbers. bloomberg.com) Economy The economy is on hold as everyone tries to figure it out. optimisticallie.com) Manufacturing is a laggard in this economy. bonddad.blogspot.com) Consumer inflation is pretty well anchored.

Economy 278
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Wednesday links: your median competitor

Abnormal Returns

wsj.com) ETFs The number of single-stock ETFs is growing. blog.johnwallstreet.com) Economy Bank credit is still tight. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (carsongroup.com) Measures of corporate sentiment are ticking higher.

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Friday links: a time to adjust

Abnormal Returns

fastcompany.com) Economy It's hard not to argue the economy is weakening. disciplinefunds.com) Jobs numbers get revised all the time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (coxautoinc.com) Ford ($F) is backtracking on big EV SUVs and doubling down on hybrids.

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Wednesday links: investing your attention

Abnormal Returns

Strategy No matter how you spin the numbers, day trading is a losing proposition. washingtonpost.com) Economy Q3 GDP is tracking around 3% growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11.

Investing 278
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Tuesday links: permission and trust

Abnormal Returns

economist.com) An increasing number of houses in Japan have been abandoned. asia.nikkei.com) Economy Industrial production rose smartly in May. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Friday links: a wide range of outcomes

Abnormal Returns

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed.

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Sunday links: policy blunders

Abnormal Returns

nytimes.com) The number of Americans earning the minimum wage keeps shrinking. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License 289