Monday links: standing pat
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- Over the past 15 years, investors have become comfortable with stocks going up. (ritholtz.com)
- Retail investors just keep buying. (sherwood.news)
Fund management
- Why bother with active management, when there’s an ETF that does it cheaper (and better). (bloomberg.com)
- Cliffwater is a standout in the interval fund space. (morningstar.com)
- When you start buying gold mines you have been gold-pilled. (wsj.com)
China
- Temu and Shein have raised retail prices, post tariffs. (cnbc.com)
- The number of incoming containers from China have plunged. (sherwood.news)
- How tariffs will hit Chinese grocery stores. (theatlantic.com)
Economy
- Why the Fed is kinda stuck. (optimisticallie.com)
- Regional Fed manufacturing reports have all turned down. (bonddad.blogspot.com)
- Autos have a central role in U.S. trade. (apolloacademy.com)
- How companies are trying to reshore supply chains. (thetranscript.substack.com)
- How to strengthen the economy without protectionism. (scottsumner.substack.com)
Earlier on Abnormal Returns
- Adviser links: a sobering reminder. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else read last week on Abnormal Returns. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
Mixed media
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