
Tuesday links: radical uncertainty
2 days ago
2 MIN READ
Strategy
- Good luck trying to time the bond market. (awealthofcommonsense.com)
- Despite public opinion, the stock market spends at lot of time near all-time highs. (optimisticallie.com)
ETFs
- Money just keeps pouring into ETFs. (wsj.com)
- Where is all that money coming from? (awealthofcommonsense.com)
Finance
- Eliminating the PCOAB is a gift to fraudsters. (nytimes.com)
- Five thoughts on how to succeed in venture capital. (feld.com)
Work
- Why AI hasn’t taken your job yet. (economist.com)
- More CEOs are going in front of the camera to tell their story. (ft.com)
- Does a four-day workweek solve the right problem? (calnewport.com)
Tariffs
- Companies are looking for tariff workarounds. (cnbc.com)
- There’s no reshoring of production of industrial robots, which largely need to be imported. (axios.com)
- How tariffs are affecting this small business. (nytimes.com)
- Add tariffs to the issues facing the diamond industry. (cnbc.com)
- Tariffs are rarely the right solution to a problem. (timharford.com)
Economy
- Home price increases are slowing. (bonddad.blogspot.com)
- There’s no getting around the fact that adjustments to Social Security are going to have to happen. (econofact.org)
Earlier on Abnormal Returns
- Research links: forgoing opportunities. (abnormalreturns.com)
- Adviser links: focused on people. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (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.