Wednesday links: a recipe for disappointment
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Strategy
- There’s no investing without regret. (safalniveshak.com)
- Why being a boring investor is challenging. (marknewfield.substack.com)
- The market can go crazy in the short term. Over the long term fundamentals pay. (awealthofcommonsense.com)
- When should you break your own trading rules? (allstarcharts.com)
Startups
- OpenAI is targeting about a $500 billion valuation. (pymnts.com)
- Where is the investment research on private companies? (advisorperspectives.com)
Tesla
- A look at the lengths Tesla ($TSLA) went to avoid fault for a crash. (electrek.co)
- What’s going on with the Cybertruck? (sherwood.news)
ESPN
- ESPN’s streaming service is launching at $29.99/month. (cnbc.com)
- ESPN has purchased the NFL Network and Red Zone properties in exchange for a 10% stake. (sportico.com)
- ESPN is paying up for the streaming rights to WWE’s premier events. (cnbc.com)
- NFL Draft coverage isn’t going anywhere. (awfulannouncing.com)
Economy
- Claudia Sahm, “Currently, the data suggest that reduced labor supply is likely the key driver though reduced demand is playing a role and the risk of cyclical weakening in the labor market have risen.” (stayathomemacro.substack.com)
- A look at the signs of weakness in the July NFP report. (bonddad.blogspot.com)
- By this measure, the Fed has room to cut. (capitalspectator.com)
- Don’t forget, the BLS does more than measure employment. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: moving the goalposts. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: nobody reads the footnotes. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail 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.
