Tuesday links: eliminating tilt
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Bonds
Markets
- Exchange stocks are outperforming. (allstarcharts.com)
- Have defensive stocks finally stopped going down? (entrylevel.topdowncharts.com)
- How small cap sector weights differ from large cap. (ft.com)
Fund management
- Index funds have succeeded in spite of the asset management industry. (behaviouralinvestment.com)
- It’s not just BREIT that is struggling. (nytimes.com)
- Asset managers keep snapping up boutique private credit managers. (finance.yahoo.com)
Commercial aircraft
- Boeing’s ($BA) quality problems didn’t just start recently. (wapo.st)
- Given Boeing’s many problems, you would think Airbus was doing better. (wsj.com)
Economy
- Companies are not talking recession. (apolloacademy.com)
- Small business optimism is at its highest level since 2022. (reuters.com)
- PPI continues heading lower. (econbrowser.com)
- Vehicles sales are not screaming recession. (bonddad.blogspot.com)
- Why exactly are you trying to predict a recession? (awealthofcommonsense.com)
Earlier on Abnormal Returns
- Research links: real world finance. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: spent money. (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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