Wednesday links: tempted by drawdowns
Tadas Viskanta
Abnormal Returns
1 year ago
2 MIN READ
Rates
- The Treasury market is buying into a ‘higher for longer’ scenario. (capitalspectator.com)
- The stock market was not counting on higher yields in 2024. (downtownjoshbrown.com)
Strategy
- Geopolitics and investing don’t mix well. (theirrelevantinvestor.com)
- Why broader diversification hasn’t paid off as of late. (morningstar.com)
- There’s no single explanation why small caps have lagged large caps in the U.S. (on.ft.com)
Finance
- Citadel is backing Hidden Road which provides prime-brokerage services for a variety of markets, including FX, precious metals and digital assets. (bloomberg.com)
- At what size does the private credit industry become a systemic risk? (ft.com)
Companies
- Nobody, even Airbus, wants a world where Boeing ($BA) is in crisis. (fastcompany.com)
- Some 75% of Americans have Amazon ($AMZN) Prime. (finance.yahoo.com)
Disney
- Universal is upping its game to compete with Disney ($DIS) in parks. (wsj.com)
- Why Disney ($DIS) is adding a television channel to Disney+. (spyglass.org)
EVs
- EVs are following the typical tech adoption cycle. (s45834.pcdn.co)
- Want an EV? Lease it. (thecooldown.com)
Economy
- It’s not clear that monetary policy can do much about inflation at this point. (stayathomemacro.substack.com)
- What economic research policymakers actually need. (slowboring.com)
Earlier on Abnormal Returns
- Personal finance links: keeping your focus. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: better behavior. (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
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