Thursday links: a vicious cycle
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Strategy
- To call an end to this, or any, bull market you need a negative catalyst, or two. (carsongroup.com)
- U.S.-based investors are finding it hard to keep the global diversification faith. (economist.com)
- Why John Rekenthaler was an important voice in financial writing for so long. (morningstar.com)
Finance
- Will private credit default recovery rates best bank loans or high yield bonds? (ft.com)
- You can’t cap rates on credit cards without ditching card rewards. (economist.com)
ETFs
- If you’re going to own an active strategy, own it in an ETF. (morningstar.com)
- But beware if the ETF is following an illiquid, thematic strategy. (klementoninvesting.substack.com)
Food
- Some evidence the big four potato companies colluded to raise prices. (cbc.ca)
- Orange juice consumption is in secular decline. (sherwood.news)
- Why are people so freaked out about seed oils? (eater.com)
Economy
- Why the Treasury term premium matters. (mrzepczynski.blogspot.com)
- Still no meaningful pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- The agriculture and construction sectors rely heaviest on immigrant labor. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: data highways. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: mostly positive markets. (abnormalreturns.com)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
- Anil Dash, “I know you think you have control over your subscribers on Substack. But understand this: every single new feature Substack releases, from their social sharing to their mobile apps, is proprietary and locks you into their network.” (anildash.com)
- Beware platforms wanting to lock you in. (daringfireball.net)
- Why writers should own their home online. (spyglass.org)
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
