Thursday links: celebrating competition
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- The stock market couldn’t go up forever. (theirrelevantinvestor.com)
- The average stock is down since the election. (sherwood.news)
- No company can avoid competition indefinitely. (downtownjoshbrown.com)
- Why do U.S. stocks have a valuation edge over the rest of the world? (mrzepczynski.blogspot.com)
Housing
- The continued rise in home insurance non-renewal rates will throw a wrench into the home market. (nytimes.com)
- Monetary policy won’t really move the needle for the housing market. (economist.com)
- America has more ‘extra’ bedrooms than ever. (axios.com)
New York City
- New York City’s office market is tightening up. (nypost.com)
- Some Manhattan office buildings are seeing a battle for space, while others go unleased. (bloomberg.com)
Public health
- Where America spends on health care. (noahpinion.blog)
- Doctors aren’t fans of the current health care system either. (vox.com)
- A range of public health indicators are surprisingly showing progress all at once. (theatlantic.com)
- A healthy lifestyle can only take you so far. (sensible-med.com)
Economy
- The 2-year Treasury and Fed funds rate are now in line with each other. (capitalspectator.com)
- The terminal Fed funds rate is likely higher than previously thought. (wsj.com)
- Weekly initial unemployment claims have stopped going down. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: the language of economics. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the idea of enough. (abnormalreturns.com)
- No one is looking out for you when it comes to sports gambling. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
- The best science books of 2024 including “Good Nature: The New Science of How Nature Improves Our Health” by Kathy Willis. (nature.com)
- Ryan Holiday’s favorite books of 2024 including “James: A Novel” by Percival Everett. (ryanholiday.net)
- The ten best children’s books of 2024 including “Treehouse Town” by Gideon Sterer. (smithsonianmag.com)
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