Sunday links: contagious behavior
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- Big up and down days in the stock market tend to cluster. (downtownjoshbrown.com)
- Lower interest rates are benefiting real estate stocks. (allstarcharts.com)
Strategy
- There is no holy grail in investing. (albertbridgecapital.com)
- Bonds hedge against stock market declines, most of the time, but not every time. (awealthofcommonsense.com)
Finance
- A look at the financial performance of the big seven tech stocks, YTD. (genuineimpact.substack.com)
- Why hedge fund launches are in secular decline. (mrzepczynski.blogspot.com)
- Beware the return of SPACs. (ft.com)
Public health
- Home visits from Medicare Advantage nurses aren’t necessarily for the patients’ benefit. (wsj.com)
- Can Chief Heat Officers help cities mitigate the impact of rising temperatures? (grist.org)
- 31% of Republicans think the benefits of vaccines outweigh the costs. (arstechnica.com)
Policing
- Are police academies to blame for the ‘warrior mentality’ of police today? (theatlantic.com)
- First responders in the U.S. don’t want to ban Chinese drones. (wsj.com)
Policy
- Why families are ditching big urban areas. (theatlantic.com)
- The U.S. needs more trained semiconductor workers. (klementoninvesting.substack.com)
- Eliminating taxes on Social Security would only make things worse for the system. (crr.bc.edu)
Housing
- A lack of supply and favorable demographics could push U.S. house prices even higher. (awealthofcommonsense.com)
- Residential construction is slowing. (bonddad.blogspot.com)
- The U.S. housing market has bifurcated. (fastcompany.com)
- Some evidence that mortgage rate lock-in reduced American mobility. (papers.ssrn.com)
- Cullen Roche, “Residential real estate is an enormously expensive asset when viewed thru the lens of real, real returns.” (disciplinefunds.com)
Economy
- There are still few signs of an American recession. (apolloacademy.com)
- The American economy is tracking around 2% growth. (econbrowser.com)
- There is a bull market in recession indicators. (ft.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (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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