Monday links: standing pat
Tadas Viskanta
Abnormal Returns
2 weeks 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
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.
