Sunday links: meaningless statistics
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- The S&P 500 returned 2.43% in August 2023. (on.spdji.com)
- There are too many markets at all-time highs to count. (allstarcharts.com)
Strategy
- High yields come with risk. Don’t let anyone tell you otherwise. (wsj.com)
- Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com)
- Market statistics can gloss over the big picture. (tker.co)
Companies
- Intel ($INTC) has some (big) decisions to make. (axios.com)
- Why Apple ($AAPL) would ‘invest’ in OpenAI. (spyglass.org)
- How do you motivate a workforce when so many of them are already multi-millionaires, i.e. Nvidia ($NVDA)? (sherwood.news)
- A good reminder that even the most dominant companies, think BlackBerry ($BB), can take a turn for the worst. (scheplick.com)
ETFs
- Leveraged single-stock ETF continue to attract assets and attention. (finance.yahoo.com)
- Newly launched ETFs are coming with higher fees these days. (fa-mag.com)
- Wirehouses are listing more active ETFs. (ft.com)
Policy
- Why housing (policy) matters so much for the economy. (econlib.org)
- When did the ‘Great Stagnation’ really begin? (marginalrevolution.com)
- Inspectors general do important, unheralded work. (msn.com)
- Can the Operation Warp Speed model be used for other problems? (papers.ssrn.com)
- Wastewater monitoring can do a lot more than just look for Covid. (msn.com)
- The cost of raising children is only going up. Can anything be done about it? (wsj.com)
Economy
- Q3 GDP is tracking mid-2% growth. (nytimes.com)
- Instantaneous core PCE is running at 2.2%. (econbrowser.com)
- The economic data through July were largely positive. (axios.com)
- On the potential impact of Fed rate cuts. (apolloacademy.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- Saturday links: the state of the teaching profession. (abnormalreturns.com)
- How much would you pay for a house you couldn’t insure? (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)
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