
Monday links: a terrible signal
9 months ago
2 MIN READ
Best performing stocks
- Ian Cassel, “Most big winners were ugly ducklings that transformed themselves into beautiful swans.” (microcapclub.com)
- Lessons learned from the best performing stocks of all-time. (awealthofcommonsense.com)
Market history
- How historical market analogies can lead you astray. (optimisticallie.com)
- How the stock market performed in the election year of 1968. (carsongroup.com)
Finance
- How the PE bubble will deflate over time. (allisonschrager.substack.com)
- A great example of how financial innovation opens a firm, Robinhood ($HOOD), up to new scams. (marketwatch.com)
Companies
- What to do if you own a company in crisis like Crowdstrike ($CRWD) Holdings. (downtownjoshbrown.com)
- Microsoft’s ($MSFT) LinkedIn has become a big business. (sherwood.news)
Swimming pools
- Owning a pool used to mean worrying about heating the water. Now its about cooling it. (wsj.com)
- For cities, splash pads are the new pools. (texastribune.org)
- Stock tanks are the new backyard pools. (axios.com)
Economy
- Just how restrictive are real rates right now? (bonddad.blogspot.com)
- How higher interest rates are affecting at-risk households. (wsj.com)
- The national apartment market is still loose. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Adviser links: eschewing certainty. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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