Sunday links: playing your own game
Tadas Viskanta
Abnormal Returns
6 months ago
2 MIN READ
Concentration
- The S&P 500 has become increasingly concentrated. (apolloacademy.com)
- Should you be worried? (theirrelevantinvestor.com)
Markets
- Can we finally move past the Gamestock ($GME) era of markets? (herbgreenberg.substack.com)
- Does anything matter any more in markets? (spyglass.org)
Alternatives
- More investors are facing up to the problem with illiquid alternatives. (wsj.com)
- Individuals are unlikely to suss out the best performing alternative funds. (humbledollar.com)
Russia
- An increasing portion of Russia’s budget is dedicated to fighting Ukraine. (msn.com)
- How Russian propaganda spreads despite bans in place. (nytimes.com)
- Russia’s population has been shrinking for decades. (wsj.com)
Policy
- What happens if the 2017 tax cuts lapse. (wsj.com)
- Investing in ports has positive spillover economic effects. (papers.ssrn.com)
- Efforts to modernize the USPS are off to a rocky start. (wsj.com)
- A plan to invest and accelerate agricultural productivity. (ifp.org)
- Calls to restrict access to birth control are on the rise. (washingtonpost.com)
- Election supervisors are under siege. (nytimes.com)
- Police don’t police themselves. (papers.ssrn.com)
Economy
- Signs that the bottom 50% of the income spectrum have done well post-pandemic. (awealthofcommonsense.com)
- Why the Fed is likely to sit on their hands. (disciplinefunds.com)
- Q2 GDP is tracking between 1.6% and 3.1% growth. (calculatedriskblog.com)
- Why the much talked about recession still isn’t here. (wsj.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (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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