Tuesday links: building capacity
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Strategy
- You can’t eliminate the noise, but you can manage around it. (ritholtz.com)
- Should you exclude Chinese stocks from your international allocation? (morningstar.com)
- History only tells us so much about investment returns. (whitecoatinvestor.com)
Companies
- Advertising is a big (and growing) business for the delivery companies. (platformaeronaut.com)
- OpenAI and Microsoft ($MSFT) are beefing. (spyglass.org)
- WhatsApp is getting ads. (theverge.com)
Finance
- Charles Schwab ($SCHW) could get involved in prediction markets. (riabiz.com)
- Big banks are still more than happy to finance fossil fuel deals. (semafor.com)
Work
- 9-5 is increasingly an anomaly as people work outside normal hours. (wsj.com)
- Why no on uses corporate wellness programs. (fastcompany.com)
- People need to be nudged to engage in salary negotiations. (papers.ssrn.com)
Economy
- National home builder confidence fell to one of its lowest levels since 2012. (calculatedriskblog.com)
- Tariff front running is washing out of the economic numbers. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: random deviations. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: bad timing. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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