Tuesday links: normalizing rates
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Strategy
- Buying the dip isn’t easy, or particularly profitable. (ft.com)
- How to cultivate patience as a long-term investor. (safalniveshak.com)
- Demographics are not destiny when it comes to the stock market. (ofdollarsanddata.com)
Big Tech
- Amazon ($AMZN) orders workers back into the office five days a week. (arstechnica.com)
- Despite higher capex, Microsoft ($MSFT) is raising its dividend and re-upping its stock buyback program. (reuters.com)
Venture capital
- Putting an estimate on startup mortality rates. (avc.xyz)
- For VCs their portfolio is their brand. (hunterwalk.com)
Russia
- One million people have been killed or injured in the Ukraine war. (wsj.com)
- Meta ($META) is banning RT and related entities. (nytimes.com)
- How Russia avoids sanctions in order to sell stolen Ukrainian grain. (wsj.com)
Economy
- The case for a 50bp rate cut. (stayathomemacro.substack.com)
- August saw a rebound in industrial production. (bonddad.blogspot.com)
- Why lower rates may not move the needle on the housing market. (bloomberg.com)
- Americans keep starting small businesses in record numbers. (sherwood.news)
Earlier on Abnormal Returns
- Research links: being early. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: going back to work. (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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