Wednesday links: larger market trends
Tadas Viskanta
Abnormal Returns
7 months ago
2 MIN READ
April 2024
- The S&P 500 lost 4.08% in April 2024. (on.spdji.com)
- How major asset classes performed in April 2024. (capitalspectator.com)
- Hedge funds are overexposed to momentum. (ft.com)
Strategy
- Catalysts matter. Good luck identifying them. (behaviouralinvestment.com)
- How to think about debt. (collabfund.com)
- Markets have to clear. (fortunesandfrictions.com)
Companies
- Berkshire Hathaway ($BRK.A) owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. (ft.com)
- How Elon Musk’s decision can affect broader society. (axios.com)
- WeWork is set to exit bankruptcy. (axios.com)
Fund management
- It’s easy to forget how much the fund management business has improved over the past few decades. (morningstar.com)
- Do options fund investors really know what they are buying? (finance.yahoo.com)
Global
- Consumer inflation is coming down in the UK. (ft.com)
- Why China keeps making more cars than it needs. (wsj.com)
- How at-risk is Japan to financial instability? (marginalrevolution.com)
Economy
- The manufacturing sector was treading water in April. (bonddad.blogspot.com)
- Take Fed policy leaks with a big grain of salt. (klementoninvesting.substack.com)
- By any measure, the economy is better than it was four years ago. (econbrowser.com)
Earlier on Abnormal Returns
- Personal finance links: working longer. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: persistent risks. (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)
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