Friday links: a healthy dose of skepticism
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Strategy
- Three reasons why the stock market declines. (awealthofcommonsense.com)
- Three reasons to buy Josh Brown’s new book “You Weren’t Supposed To See That.” (ritholtz.com)
Semiconductors
- Trying to put a valuation on Nvidia ($NVDA). (aswathdamodaran.blogspot.com)
- TSMC’s ($TSM) Arizona plant is on track for 2025 production. (bloomberg.com)
- Export controls are not keeping Nvidia ($NVDA) chips out of China. (ft.com)
Coffee
- Coffee has become something unrecognizable and sugar-filled. (nytimes.com)
- How pour-over coffee got so good. (worksinprogress.co)
Global
- China is investing in so-called ‘connector countries’ like Mexico. (on.ft.com)
- Housing affordability is a global problem. (axios.com)
- The countries where new solar (and wind) projects are underway. (apolloacademy.com)
- Why is India so bad at sports? (ft.com)
Economy
- The Fed is going to have to cut rates to stick the soft landing. (stayathomemacro.substack.com)
- The August NFP showed modest jobs growth and a 4.2% unemployment rate. (calculatedriskblog.com)
- Remember jobs reports are often adjusted later. (sherwood.news)
- What does the collapse in dollar store sales tell us about the economy? (theirrelevantinvestor.com)
Earlier on Abnormal Returns
- Podcast links: the other guy. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: no room for error. (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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