Tuesday links: the idea of escape
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Markets
- Why TIPS are more attractive than nominal bonds at this point. (morningstar.com)
- Chinese stocks have badly underperformed for more than a decade. (sherwood.news)
ETFs
- Just because somebody puts a strategy in an ETF wrapper doesn’t mean you need to buy it. (rogersplanning.blogspot.com)
- Is there another class of investors able to push spot Bitcoin ETF adoption higher? (axios.com)
Companies
- The rise in capex spending for Big Tech is stunning. (basehitinvesting.substack.com)
- Disney ($DIS) says it has generated a profit on the Disney+ and Hulu streaming services. (cnbc.com)
Finance
- Citadel and Jane Street are pushing deeper into electronic bond trading. (finance.yahoo.com)
- Has betting on private equity been a net benefit for university endowments? (ft.com)
Economy
- These lagged effects are keeping inflation higher than expected. (axios.com)
- Real personal consumption is still above pre-Covid trends. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: top quartile funds. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: mission and purpose. (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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