
Tuesday links: the best definition of progress
1 month ago
2 MIN READ
Strategy
- Vanguard investors are letting their equity allocations drift higher. (jeffreyptak.substack.com)
- It’s counterintuitive, but frictions can make for better investors. (behaviouralinvestment.com)
- The markets are a mirror. (safalniveshak.com)
Companies
- Corporate spinoffs are getting bigger and more complex. (axios.com)
- Databricks is raising venture debt. (finance.yahoo.com)
Finance
- Fidelity Investments is entering into the stock transfer agent market. (axios.com)
- Firms are still getting fined for text compliance issues. (thinkadvisor.com)
- A look at JP Morgan’s ($JPM) ambitions in Europe. (wsj.com)
TikTok
- Ryan Broderick, “If you’re an American that’s been relying on TikTok as a publishing or communication tool it means that you fundamentally do not understand what the app is.” (garbageday.email)
- TikTok is a symptom, not the disease. (kyla.substack.com)
- Which companies win in a TikTok ban? (axios.com)
Restaurants
- McDonald’s ($MCD) store footprint in the U.S. is shrinking. (sherwood.news)
- Self-service kiosks aren’t shy about asking a customer to super size their order. (edition.cnn.com)
- Dutch Bros. ($BROS) is opening its 1000th location. (fastcompany.com)
- Crumbl is reportedly for sale. (finance.yahoo.com)
Economy
- Why is the term premium on the rise? (ft.com)
- The vast majority of countries are not in recession. (apolloacademy.com)
- Producer price disinflation is over. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: an impossible burden. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: success rates. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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