Thursday links: a wait-and-see approach
Tadas Viskanta
Abnormal Returns
11 months ago
2 MIN READ
Markets
- By this measure, the stock market is at record-high concentration. (axios.com)
- It’s been awhile since we had a 2% stock market drop. (carsongroup.com)
Strategy
- Investing is planning. (mrzepczynski.blogspot.com)
- Why you shouldn’t care what other investors or the markets are doing. (safalniveshak.com)
Companies
- Monster Beverage ($MNST) is unique not only for its stock performance. (kyla.substack.com)
- How Starbucks ($SBUX) devalued its brand. (hbr.org)
Finance
- SpaceX is doing a tender at a $210 billion valuation. (bloomberg.com)
- A24 just raised a new round of capital. (hollywoodreporter.com)
Global
- Shipping rates on the rise again. (sherwood.news)
- Can India continue to take share in manufacturing from China? (nytimes.com)
- Why Gulf States are building data centers in the desert. (sherwood.news)
- Russia is engaging in tactics that involve high casualties. (nytimes.com)
Economy
- Continuing unemployment claims are heading higher. (bonddad.blogspot.com)
- Inflation is in your face, while wages gains hide behind the scenes. (ritholtz.com)
- Nobody really knows how monetary policy works. (theatlantic.com)
Earlier on Abnormal Returns
- Longform links: epistemic humility. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: financial stress. (abnormalreturns.com)
- Some reasons why being online is so exhausting these days. (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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