Sunday links: overlooked downsides
Tadas Viskanta
Abnormal Returns
11 months ago
2 MIN READ
Markets
Strategy
- If you own every stock, it’s harder to feel FOMO. (thefinancialbodyguard.com)
- How to make yourself miserable as an investor including ‘Don’t change your mind.’ (morningstar.com)
- Crafting negative financial narratives is easy. (securityanalysis.org)
Berkshire Hathaway
- Berkshire Hathaway ($BRK.A) now holds $189 billion in cash and cash equivalents. (morningstar.com)
- Insights from the Berkshire Q&A session, including selling down the Apple ($AAPL) position. (newsletter.rationalwalk.com)
- Warren Buffett has some thoughts on AI. (tker.co)
Companies
- Novo Nordisk ($NVO) is now the Ozempic company. (sherwood.news)
- Elon Musk has not explained Tesla’s ($TSLA) layoff of the 500-member team responsible for installing charging stations. (nytimes.com)
- Auditor, BF Borgers, has been suspended by the SEC. (cnn.com)
ETFs
- Avantis now has $43.4 billion in assets in 28 ETFs. (etf.com)
- Weird stuff is showing up in Bitcoin ETF digital wallets. (ft.com)
- Hedge funds are launching their own ETFs. (ft.com)
Housing
- Why housing prices are unlikely to meaningfully decline any time soon. (awealthofcommonsense.com)
- There’s only one way to bring down housing prices: build more. (bloomberg.com)
Policy
- What explains WFH rates across countries? (papers.ssrn.com)
- It’s hard to argue the wealthiest Americans are undertaxed. (nytimes.com)
- By the time people are in medical debt the damage is done. (vox.com)
- How scammers are using skimmers to steal money off of EBT cards. (nytimes.com)
- Florida is no longer an abortion refuge, cutting off access across the South. (politico.com)
- Federal judges are lax when it comes to disclosing sponsored trips. (npr.org)
Economy
- Q2 GDP is tracking above 3.0%. (calculatedriskblog.com)
- Two reasons why the economy is still so strong. (apolloacademy.com)
- The labor economy continues to soften. (disciplinefunds.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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