Monday links: eroding alpha
1 month ago
2 MIN READ
Strategy
- Hard work isn’t enough. Alpha erodes. (thewaiterspad.com)
- The stock market doesn’t care about your feelings. (optimisticallie.com)
- Every year in the stock market, weird stuff is happening below the surface. (awealthofcommonsense.com)
Private credit
- The bigger private credit gets, so do calls for transparency and regulation. (axios.com)
- How private equity does running electric utilities. (klementoninvesting.substack.com)
Venture capital
- A great reminder that unicorn status doesn’t guarantee you anything. (pitchbook.com)
- 26 venture capital tips including ‘Prove your worth before the term sheet.’ (thegeneralist.substack.com)
- Finding a good startup name is only getting harder. (news.crunchbase.com)
Starbucks
- Starbucks ($SBUX) hasn’t really had a hit in years. (eater.com)
- Starbucks ($SBUX) is going back to move forward. (sherwood.news)
China
- Home prices are falling in China. (apolloacademy.com)
- China’s marriage rate keeps falling. (sherwood.news)
Economy
- Where the U.S. economy stands on Election Day. (axios.com)
- The next President is facing a very different fiscal situation. (bloomberg.com)
- Joe and Tracy talk with Ezra Klein about the political legacy of Bidenomics. (bloomberg.com)
- Don’t forget there is a FOMC meeting this week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Adviser links: rolling in rollovers. (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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