Tuesday links: focusing on forex
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
Strategy
- There’s only one way to invest in global bonds, currency hedged. (morningstar.com)
- An example why you shouldn’t take financial advice from billionaires. (fa-mag.com)
Finance
- Charles Schwab ($SCHW) is now well focused on Robinhood ($HOOD). (riabiz.com)
- CVC Capital Partners is buying U.S. credit firm Marathon Asset Management. (pitchbook.com)
Fund management
- Active ETFs are growing, but performance is lagging. (roberthuebscher.substack.com)
- Legendary fund manager Will Danoff of Fidelity Contrafund fame is retiring. (fa-mag.com)
Companies
- There’s no clear successor to Jensen Huang at Nvidia ($NVDA). (msn.com)
- Amazon ($AMZN) is shutting down all Amazon Go and Fresh stores. (wsj.com)
- UPS ($UPS) is cutting some 30,000 jobs. (cnbc.com)
- Palantir ($PLTR) is an ICE contractor. (wired.com)
Tim Cook
- Om Malik, “The iron clasp of market expectations has turned him [Cook] into what he never meant to be: a man who goes to parties at the White House while nurses die.” (om.co)
- M.G. Siegler, “Tim Cook is captured. There is simply no other explanation for his actions over the past year or so.” (spyglass.org)
- Eric Newcomer, “As his retirement looms ever closer, Cook risks cementing his legacy as someone who looked the other way for the sake of profits.” (newcomer.co)
Media
- Public media stations is hanging in there. (nytimes.com)
- Independent newsrooms have their own AP wire. (niemanlab.org)
Minnesota
- Large Minnesota companies have little to say about what is going on in their state. (popular.info)
- It’s very unusual for public opinion to shift 50% in a year, think immigration. (gelliottmorris.com)
- The response to ICE in Minnesota is citizen led. (theatlantic.com)
Economy
- Per Case-Shiller, through November national home prices were up 1.4% YOY. (calculatedrisk.substack.com)
- The retrenchment in the housing market is slow. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: choosing your discomfort. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the math of wealth. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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