Friday links: not taking enough risk
Tadas Viskanta
Abnormal Returns
1 year ago
2 MIN READ
Markets
- TIPS are on sale. Time to buy. (morningstar.com)
- Two reasons why yields are higher this year. (carsongroup.com)
- The stock-bond correlation has flipped positive. (mrzepczynski.blogspot.com)
Books
- Why you should read Rob Copeland’s “The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend.” (advisorperspectives.com)
- A review of “Enrich Your Future: The Keys to Successful Investing” by Larry Swedroe. (blogs.cfainstitute.org)
- A preview of Dan Davies’ new book “The Unaccountability Machine: Why Big Systems Make Terrible Decisions – and How The World Lost its Mind.” (netinterest.co)
Tesla
- The Cybertruck looks like a bust. (sherwood.news)
- Why the vibes around Tesla ($TSLA) are so bad. (unherd.com)
- Tesla ($TSLA) needs a full-time CEO. (theinformation.com)
Startups
- Good luck coming up with the NAV for the Destiny Tech100 ($DXYZ). (morningstar.com)
- VC are shunning cannabis startups. (news.crunchbase.com)
Good news
- Five things to be optimistic about including ‘Crime is going down now.’ (noahpinion.blog)
- Some good news this week including accelerated geothermal energy permitting. (notboring.co)
Economy
- The rapidity of the rise in prices makes it feel all the worse. (awealthofcommonsense.com)
- The case for a Fed rate cut this year. (ft.com)
- The bifurcation of the new and existing home markets continues. (bonddad.blogspot.com)
- The apartment market is still soft. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Podcast links: in search of financial security. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: an age of misinformation. (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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