Tuesday links: susceptible to forecasts
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Markets
- A bear market need not a recession make. (axios.com)
- Not many stocks are making new lows. (allstarcharts.com)
Strategy
- It’s easier to deal with market volatility in theory than in practice. (behaviouralinvestment.com)
- ESG investing has gotten a bad rap, but there is something there for analysts. (flyoverstocks.com)
- Good trading rules don’t go out of style. (mrzepczynski.blogspot.com)
Big Tech
- A final resolution to the Google ($GOOGL) antitrust case is still a ways off. (spyglass.org)
- Apple ($AAPL) is increasingly a services company. They would do well not to forget where they came from. (sixcolors.com)
- Whatever made Instagram special is now long gone. (msn.com)
Finance
- Will the IPO window open up post-election? (news.crunchbase.com)
- Vanguard wants to provide low-cost access to private assets. (thinkadvisor.com)
Credit
- Leveraged loan default rates are ticking lower. (apolloacademy.com)
- Credit card and auto loan delinquency rates are headed higher. (axios.com)
Music biz
- The big music publishers are struggling. (bloomberg.com)
- Matt Belloni and Lucas Shaw talk about the future of the streaming music biz. (theringer.com)
- How AI will affect the music business. (honest-broker.com)
Economy
- Josh Brown talks with Claudia Sahm about the Sahm Rule and the state of the economy. (youtube.com)
- Techbros love to panic about the economy. (danieldrezner.substack.com)
- Where the futures markets are putting the Fed Funds rate. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: stuck in a rut. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the RMD mentality. (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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