Friday links: witnessing reality
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Strategy
- Our brains weren’t built for investing. (safalniveshak.com)
- The small cap bounce back will make stock picking fun again. (scheplick.com)
Fund management
- Is Vanguard, and by extension Blackrock ($BLK), getting too big for its own good? (riabiz.com)
- The Russell 2000 is a flawed index. (wsj.com)
- Manager selection is becoming more transparent. (blogs.cfainstitute.org)
Companies
- Alphabet ($GOOGL) makes more in interest income than the majority of the S&P 500 makes in earnings. (sherwood.news)
- Lineage ($LINE), the world’s largest refrigerated-storage company, just went public. (cnbc.com)
- When a company’s stock price doesn’t reflect its true value: the case of QXO. (sherwood.news)
AI
- Why Reddit ($RDDT) is cracking down on search engines. (theverge.com)
- The number of AI models just keeps growing. (tomtunguz.com)
- Why do AI demos keep going wrong? (msn.com)
Miami
- Joe Weisenthal and Tracy Alloway talk with Miami real estate broker Dina Goldentayer. (podcasts.apple.com)
- Why wealthy Mexicans are flocking to Miami real estate. (finance.yahoo.com)
Sports business
- Being the CEO of the Green Bay Packers is a different kind of job. (nytimes.com)
- How NBC got back into the NBA’s good graces. (variety.com)
- Minor league baseball luxury suites are a bargain. (wsj.com)
Economy
- The June PCE price index increased 2.5% year-over-year, down from 2.6% in May. (axios.com)
- Housing PCE is coming down slowly. (calculatedriskblog.com)
- The continued growth in the U.S. economy is impressive. (econbrowser.com)
- Some good signs for future growth in the Q2 GDP report. (fasterplease.substack.com)
Earlier on Abnormal Returns
- Podcast links: cultivating curiosity. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: beliefs over evidence. (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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