Thursday links: trying new things
Tadas Viskanta
Abnormal Returns
11 months ago
2 MIN READ
Strategy
- Don’t take your investing advice from TikTok. (ritholtz.com)
- Investors need to manage their expectations in the short term. (microcapclub.com)
- A great company need not a great investment make. (bestinterest.blog)
Companies
- Share buybacks are on the rise. (wsj.com)
- The oil industry has boomed under Biden. (ft.com)
- Bill Ackman’s ‘anti-woke’ campaign has paid off in one way. (semafor.com)
Apple
- Has Apple ($AAPL) lost its touch? (newsletter.rationalwalk.com)
- Who’s next up to lead Apple ($AAPL)? (spyglass.org)
- Impressions of the new iPads. (sixcolors.com)
Finance
- Just how big a problem is BNPL? (fa-mag.com)
- Non-bank financial institutions are increasingly important parts of the system. (ft.com)
Economy
- How the U.S. economy adapted to 5% interest rates. (axios.com)
- Weekly initial unemployment claims finally ticked higher. (calculatedriskblog.com)
- How will the divergence between the household and establishment surveys resolve? (bonddad.blogspot.com)
- Americans hate inflation AND immigration. (sherwood.news)
Earlier on Abnormal Returns
- Longform links: embracing play. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: hoarding points. (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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