Thursday links: mental volatility
Tadas Viskanta
Abnormal Returns
8 months ago
2 MIN READ
Fund management
- Just because it’s a ‘stock pickers market’ doesn’t mean fund managers actually outperform. (morningstar.com)
- Covered-call ETFs won’t save you from a sharp market downturn. (ft.com)
Berkshire Hathaway
- Why See’s Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com)
- Why has Berkshire Hathaway ($BRK.A) built such a big cash pile? (economist.com)
Weight loss drugs
- Eli Lilly ($LLY) is selling a lot of Zepbound. (biopharmadive.com)
- GLP-1 shortages have driven sales of unbranded tirzepatide sourced from compounding pharmacies. (biopharmadive.com)
- More older Americans could benefit from weight loss drugs. (wsj.com)
- Researcher keep finding additional benefits from GLP-1 drugs. (wired.com)
Energy
- Texas is awash in natural gas. (nytimes.com)
- Gasoline prices are off their highs of the year. (wsj.com)
- Peak Oil? It depends on who you ask. (ft.com)
Economy
- Weekly initial unemployment claims ticked lower this week. (calculatedriskblog.com)
- It will be interesting to see what happens to claims over the next 4-5 weeks. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: significant severance costs. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a very simple philosophy. (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
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
