Friday links: required introspection
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Rates
- 2022 was unusual when both stocks and bonds dropped. (awealthofcommonsense.com)
- The next move in short term rates is lower. The time to prepare is now. (nytimes.com)
- Money market fund AUM is at a record high. (bloomberg.com)
Markets
- Check out a new measure of investor optimism. (sherwood.news)
- The Canadian stock market is at all-time highs. (allstarcharts.com)
Fund management
- A profile of Ken Griffin and Citadel. (wsj.com)
- Don’t discount Fidelity’s index fund prowess. (ft.com)
Economy
- Housing construction is looking weak. (bonddad.blogspot.com)
- CMBS office loan delinquency rates are still rising. (apolloacademy.com)
- The Composite Recession Probability Index is not screaming recession. (capitalspectator.com)
- Remote job listings are falling. (axios.com)
- Why oil production continued to boom under the Biden administration. (washingtonpost.com)
Earlier on Abnormal Returns
- Podcast links: changing our minds. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- When it comes to finances, you are on your own. No one is coming to save you. (abnormalreturns.com)
- Longform links: streaming service erasure. (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
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.
