Tuesday links: the end of the bond king era
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- This is historically a strong period for the U.S. stock market. (x.com)
- Ten financial reasons to be thankful this Thanksgiving including ‘The US financial system has not collapsed.’ (morningstar.com)
Crypto
- Ether is (badly) lagging Bitcoin. (axios.com)
- There’s only one reason for the government to buy Bitcoin. (prospect.org)
Retail
- Kohl’s ($KSS) continues to struggle. (sherwood.news)
- Target ($TGT) is losing higher income customers to Walmart ($WMT). (axios.com)
AI
- It’s hard to tell the players without a scorecard: who owns what in the AI space. (sherwood.news)
- JP Morgan Chase ($JPM) is spending big on AI. (qz.com)
Fund management
- Why thematic funds often disappoint. (behaviouralinvestment.com)
- Fund providers are copying Vanguard to get into the ETF business. (morningstar.com)
- Why there hasn’t been a next, new ‘bond king.’ (rupakghose.substack.com)
Economy
- Case-Shiller showed a 3.9% year-over-year increase in housing prices through September. (calculatedriskblog.com)
- Five economic trends to be thankful for including, ‘Entrepreneurship is thriving.’ (behaviouralinvestment.com)
Earlier on Abnormal Returns
- Research links: betting on lottery tickets. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a bull market in advice. (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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