
Tuesday links: the future of cars
4 weeks ago
2 MIN READ
Markets
- Credit spreads are not screaming recession. (ft.com)
- Earnings estimates are coming down. (sherwood.news)
- Long Europe, short US is the consensus trade. (on.ft.com)
How Not to Invest
- Ten insights from Barry Ritholtz’s new book “How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth – and How to Avoid Them.” (ritholtz.com)
- Everybody makes financial mistakes, even the most accomplished. (ofdollarsanddata.com)
- Wiz is Google’s ($GOOGL) biggest acquisition ever. (theverge.com)
- Why Google’s ($GOOGL) acquisition of security company Wiz is such a big deal. (tomtunguz.com)
CPG
- Procter & Gamble ($PG) vs. Unilever ($UL): a tale of the tape. (wsj.com)
- Why Pepsico ($PEP) bought Poppi. (eater.com)
EVs
- Chinese electric vehicle maker BYD claims a five-minute charging time. (axios.com)
- Autos are a scale business and China is crushing the U.S. in EVs. (crazystupidtech.com)
Fund management
- If you are going to invest in actively managed funds, keep an eye on fees. (morningstar.com)
- These 15 funds have lost investors the most money over the past decade. (morningstar.com)
Economy
- Industrial production rose in February, but new order disappointed. (bonddad.blogspot.com)
- Why the price of gold has risen. (econofact.org)
Earlier on Abnormal Returns
- Research links: your web presence. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: durable portfolios. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (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.