Monday links: counting your blessings
Tadas Viskanta
Abnormal Returns
21 hours ago
2 MIN READ
Strategy
- Fund performance consistency is overrated. (morningstar.com)
- If your portfolio manager has skill, you want a concentrated portfolio. Otherwise, index. (klementoninvesting.substack.com)
- Why rules matter for investors. (thefinancialpen.substack.com)
Companies
- Google Gemini is going to power Apple’s ($AAPL) Siri. (spyglass.org)
- The revival of GE ($GE) is an underhyped story. (bloomberg.com)
Influenza
- Roche’s Genentech manufactures Xofluza and Tamiflu. (wsj.com)
- More people should be taking Xofluza for influenza. (theatlantic.com)
Weight loss
- Amazon ($AMZN) Pharmacy is going to offer Wegovy weight loss pills. (semafor.com)
- How obesity pills will transform the market for weight loss. (cnbc.com)
- People on weight loss drugs spend less on groceries. (sciencedaily.com)
The Fed
- Bernanke, et al. “The reported criminal inquiry into Federal Reserve Chair Jay Powell is an unprecedented attempt to use prosecutorial attacks to undermine that independence.” (jointstatement.substack.com)
- Trump REALLY wants control of the Fed. (wsj.com)
Economy
- A SCOTUS tariff decision is coming this week. Why it matters. (ritholtz.com)
- Americans are rightly worried about the jobs market. (bloomberg.com)
- By most measures, employment is currently below peak. (econbrowser.com)
- The price of oil is deterring investment in new domestic production. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Adviser links: thinking about success. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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