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Top clicks this week on Abnormal Returns

Abnormal Returns

(politico.com) Today's constructive CPI report rang a bell for financial markets. sherwood.news) How have the market's five largest stocks performed over the long run? ft.com) Just how much has indexing affected markets? prospect.org) When did the 'degenerate economy' really take hold?

Economy 317
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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) Why aren't stocks down more?

Valuation 303
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Wednesday links: portfolio entropy

Abnormal Returns

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 278
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Podcast links: harsh economic truths

Abnormal Returns

bloomberg.com) Economy Derek Thompson talks 'harsh economic truths' with Chicago Fed President Austan Goolsbee. theringer.com) Julia LaRoche talks with Tyler Cowen about how AI will change society and the economy. podcasts.apple.com) Cameron Passmore and Benjamin Felix talks about the dynamics of the financial market with Prof.

Economics 261
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The U.S. Economy Is on Track for a Soft Landing

Advisor Perspectives

Just like road trips can bring unexpected detours, the economy and financial markets are at their own crossroads: recession or soft landing?

Economy 97
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Tuesday links: moving toward the mean

Abnormal Returns

wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. qz.com) Economy The Roaring 20's are here. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names.

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Friday links: putting your phone down

Abnormal Returns

bnnbloomberg.ca) The financial markets are noisy. slate.com) Economy The May PCE increased 2.6% Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI.