Tuesday links: the benefit of hindsight
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- When did this bull market start? (ofdollarsanddata.com)
- Has the rise in implied stock (and bond) volatility all election-related? (ft.com)
Strategy
- Knowing what you DON’T believe is as important as what you do believe in. (awealthofcommonsense.com)
- How our memories affect how we invest. (klementoninvesting.substack.com)
Crypto
- Both candidates have given crypto a pass. (msnbc.com)
- What if memecoins ARE the point of crypto? (jpkoning.blogspot.com)
Real estate
- Apartment vacancy rates have stopped going up. (wsj.com)
- A cool ‘new’ office building in Brooklyn is having problems getting tenants. (wsj.com)
Global
- Is the German economic model broken? (on.ft.com)
- How global trade patterns are shifting. (klementoninvesting.substack.com)
- Does Chinese science fiction tell us anything about China today? (daily.jstor.org)
Economy
- In an economy as big and complex as the U.S. politics plays a tangential role. (disciplinefunds.com)
- The October ISM Services index came in at 56%. (calculatedriskblog.com)
- Models break all the time. (capitalspectator.com)
Earlier on Abnormal Returns
- Research links: a whole lot of factors. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: rolling in rollovers. (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
- Cal Newport, “Use the stress of this election to be the final push needed to step away from the exhausting digital chatter that’s been dominating your brain.” (calnewport.com)
- How to deal with election anxiety including ‘Don’t look ahead too far. Answers will come.’ (virginiaheffernan.substack.com)
- Don’t let election coverage dominate your life. (twopct.com)
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