Wednesday links: following the playbook
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- Mortgage rates are at their lowest level of the year. (resiclubanalytics.com)
- The price of Bitcoin has been pretty steady of late. (axios.com)
- Recent IPOs are seeing some relative strength. (capitalspectator.com)
Finance
- Earning reports don’t need to be quarterly, but it requires more trust in management. (advisorperspectives.com)
- Why are financial firms tightening up their non-compete agreements? (on.ft.com)
IPOs
Fund management
- What makes for the best fund families? (morningstar.com)
- Well-established playbooks rule the world of investment management. (investmentecosystem.com)
Weight loss drugs
- How Eil Lilly ($LLY) and Novo Nordisk’s ($NVO) oral weight loss drugs compare. (cnbc.com)
- Effective oral weight loss drugs will upend medicine. (bloomberg.com)
- More evidence that GLP-1 agonists can treat brain disorders like bi-polar disorder. (nature.com)
- GLP-1 agonists make food taste saltier and sweeter, which may explain feelings of satiety. (sciencedaily.com)
Ukraine
- Russia has made drone technologies a priority. (nytimes.com)
- Russia is engaging in large-scale re-education of stolen Ukrainian children. (on.ft.com)
- The U.S. has deployed $75 million in the Ukraine mineral deal. (ca.finance.yahoo.com)
Economy
- Electricity prices are rising across the U.S. (ft.com)
- History has not kind to the economy when the President leans on the Fed. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Personal finance links: seeking average performance. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: limited capacity. (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.
