Thursday links: the laws of physics
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
- Why the CAPE ratio should be higher today than it was in the past. (theirrelevantinvestor.com)
- What explains the big divergence between the U.S. and European stock market returns? (albertbridgecapital.com)
Finance
- The stock market is getting more concentrated, and so are actively managed portfolios. (morningstar.com)
- Sell-side equity research ranks were in decline, even before the introduction of AI. (bloomberg.com)
- How evergreen private fund structures work. (caia.org)
Meta
- What is in store for the user experience on Meta ($META) properties. (garbageday.email)
- At age 40, are we seeing the ‘real’ Zuck? (spyglass.org)
- It seems that Zuck has Elon envy. (theatlantic.com)
Global
- Why the U.S. dollar keeps appreciating. (econbrowser.com)
- Breakeven inflation in the UK is notably higher than in the U.S. (ft.com)
- Israel’s main defense contractors are booming. (wsj.com)
Economy
- Still no sign of a meaningful uptick in weekly initial unemployment claims. (bonddad.blogspot.com)
- A risk for 2025 is the re-acceleration of inflation. (apolloacademy.com)
Earlier on Abnormal Returns
- Longform links: guilt and criminality. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: free of concern. (abnormalreturns.com)
- When the world is in flux, experience could actually be a detriment. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (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.
