Tuesday links: sensationalist lies
Tadas Viskanta
Abnormal Returns
6 months ago
2 MIN READ
Strategy
- Diversification is more than just owning a lot of stocks. (fortunefinancialadvisors.com)
- What defines a group that makes high quality decisions? (behaviouralinvestment.com)
Alternatives
- Charles Schwab ($SCHW) views alternatives as a (big) opportunity. (riabiz.com)
- JP Morgan Asset Management is refocusing its alternatives business. (institutionalinvestor.com)
Retail
- Walgreens ($WBA) is closing some 1,200 stores. (npr.org)
- True Value Hardware is in bankruptcy. (finance.yahoo.com)
- The last Kmart store is closing. (nytimes.com)
Companies
- Private equity is pouring money into HVAC and plumbing businesses. (wsj.com)
- Some brands have entered their DGAF phase. (fastcompany.com)
- AI is coming to ‘optimize’ work schedules. (slate.com)
Global
- Rally aside, are Chinese stocks really investable? (economist.com)
- Governments are finding it difficult to boost birth rates. (wsj.com)
Economy
- The wealth effect helped keep us out of recession in 2022. (awealthofcommonsense.com)
- Household balance sheets are in good shape. (bonddad.blogspot.com)
- Why inflation hit different this cycle. (mrzepczynski.blogspot.com)
- How AI could boost productivity. (fasterplease.substack.com)
Earlier on Abnormal Returns
- Research links: a constant struggle. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: family crises. (abnormalreturns.com)
- Celebrating our nineteenth blogiversary. (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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