Tuesday links: ignoring the noise
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- 7 lessons from 2024 including ‘Returns are lumpy.’ (bilello.blog)
- The stock market is up big in 2024, but these stocks are down big. (sherwood.news)
Annual outlooks
- It’s always going to be a ‘stockpicker’s market’ in strategist outlook pieces. (ft.com)
- Every asset manager’s annual outlook reads the same. (behaviouralinvestment.com)
Financial writing
- Nick’s favorite investment writing from 2024 including ‘No Regrets’ by Jonathan Clements. (ofdollarsanddata.com)
- Lessons learned from the most popular Wall Street memoirs in 2024. (bloomberg.com)
- Parmy Olson’s “Supremacy: AI, ChatGPT, and the Race That Will Change the World” won the 2024 FT and Schroders Business Book of the Year. (talkingbiznews.com)
Companies
- How to save Intel ($INTC). (stratechery.com)
- Nvidia ($NVDA) really does work differently. (drorpoleg.com)
- Do corporate HQs really matter any more? (bloomberg.com)
Retail
- Vinted wants to become “the Amazon of secondhand.” (wsj.com)
- You can now buy a car on Amazon ($AMZN). (wired.com)
Cruise ships
- Disney ($DIS) is doubling down on the cruise business. (qz.com)
- How much would you pay for a year at sea? (sherwood.news)
Syria
- What next for Syria? (unchartedterritories.tomaspueyo.com)
- Most Syrians have never experienced anything resembling freedom, even temporarily. (theatlantic.com)
Economy
- Outside of shelter, inflation is still pretty quiescent. (bonddad.blogspot.com)
- Consumer inflation expectations have normalized. (capitalspectator.com)
- Ten susprising facts about the labor economy including ‘Work continues to untether from the workplace.’ (agglomerations.substack.com)
Earlier on Abnormal Returns
- Research links: retail order flow. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: confident humility. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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