
Monday links: hard choices
1 month ago
2 MIN READ
Markets
- Luke Kawa, “The idea that the stock market is always and everywhere rooting for lower interest rates, even if it requires outright weakness in the US job market to get them, is not consistently borne out by the data, to say the least.” (sherwood.news)
- Bond yields are rising around the globe, not just the U.S. (wsj.com)
Fund management
- Don’t confuse ‘yield’ for a return of capital. (jeffreyptak.substack.com)
- Private company shares in an ETF can get complicated, quickly. (davenadig.substack.com)
- The case against private equity in 401(k) plans. (advisorperspectives.com)
Fire
- Firefighting can only do so much. (theatlantic.com)
- Why canyons are so difficult for firefighters to operate. (wsj.com)
- Loss estimates are only getting bigger. (axios.com)
- A lot of middle class Californians have a big chunk of their wealth in their homes. (wsj.com)
- LA just can’t rebuild as before. (variety.com)
Earlier on Abnormal Returns
- Adviser links: success rates. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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