Sunday links: return expectations
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Markets
- Why the stock market usually goes up. (humbledollar.com)
- How stocks, bonds and cash have performed over the past 30 years. (awealthofcommonsense.com)
- Average returns hide a lot along the way. (tker.co)
Companies
- A look at Berkshire Hathaway ($BRK.A) stock on the eve of its first shareholder meeting without Charlie Munger. (barrons.com)
- The cloud computing business is so big that small shifts in market share matter a lot. (tomtunguz.com)
- Generative AI flips the script on the technology industry. (apoorv03.com)
Global
- What’s to blame for disappointing UK growth? (marginalrevolution.com)
- Fentanyl has disrupted the business of growing poppies. (nytimes.com)
Demographics
- Catherine Rampell, “Don’t want more immigrants in this country? Then tell grandma she can never retire.” (wapo.st)
- More countries are seeing a drop in working age populations. (axios.com)
- The U.S. fertility rate is at its lowest level since measurement started. (sherwood.news)
Economy
- Americans are making more grocery store stops in order to combat food inflation. (wsj.com)
- Americans are not defaulting very much on their mortgages. (calculatedrisk.substack.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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