Tuesday links: stressful tests
2 weeks ago
2 MIN READ
Strategy
- Why we diversify. (awealthofcommonsense.com)
- On the importance of portfolio rebalancing. (thefinancialbodyguard.com)
- Pessimists persist because we forget their poor predictions. (whitecoatinvestor.com)
Crypto
- Stablecoins are emerging as the killer use case. (theblock.co)
- Why the identify of Satoshi matters. (bloomberg.com)
- The blockchain is coming for real estate. (on.ft.com)
Activists
- What changes Starboard Value wants to see at Pfizer ($PFE). (biopharmadive.com)
- Cheesecake Factory ($CAKE) has an activist who wants the company to spinoff tertiary brands. (wsj.com)
Shipping
- America needs more supply chain experts. (sherwood.news)
- Amazon ($AMZN) has gotten rid of plastic air pillows at its warehouses. (theverge.com)
- A startup, Paccurate, wants to help companies optimize their packaging and help reduce shipping costs. (techcrunch.com)
ETFs
- ETF launches are dominated by speculative stuff. (disciplinefunds.com)
- People love to trade the iShares 20+ Year Treasury Bond ETF ($TLT) often to ill effect. (ft.com)
- The Defiance Large Cap Ex-Magnificent Seven ETF ($XMAG) has launched. (barrons.com)
Ukraine
- Russia has already been successful in depopulating Ukraine. (semafor.com)
- Ukraine was struggling with population growth even before the war. (npr.org)
- North Korean involvement in Ukraine is now apparent. (reuters.com)
Earlier on Abnormal Returns
- Research links: shorting the apocalypse. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: time and space. (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
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.