Tuesday links: the illusion of control
Tadas Viskanta
Abnormal Returns
7 months ago
2 MIN READ
September 2024
- The S&P 500 was up 2.14% in September 2024. (on.spdji.com)
- How major asset classes performed in September 2024. (capitalspectator.com)
- The S&P 500 is off to its best start since 1997. (sherwood.news)
- No matter how you slice it, the stock market has done pretty well. (axios.com)
- Q3 asset class returns, visualized. (novelinvestor.com)
Markets
- Why Chinese stocks dropped, and now bounced back. (ft.com)
- Americans have upped their portfolio risk from pre-pandemic levels. (axios.com)
ETFs
- As the Magnificent Seven stocks have grown it has upended some ETF weighting schemes. (wsj.com)
- Bond ladder ETFs are now a thing. (thinkadvisor.com)
Apple
- The race between Meta ($META) and Apple on AR glasses is closer than you think. (sixcolors.com)
- Nobody really talks about the Vision Pro any more. (spyglass.org)
- Like it or not, computers are coming to your face. (theatlantic.com)
Venture capital
- High profile hedge funds have pulled back from venture investing. (institutionalinvestor.com)
- The CIA, nee In-Q-Tel, continues to make VC investments. (sherwood.news)
Global
- Why Canada’s economy is lagging the U.S. (economist.com)
- The U.S. dollar isn’t going anywhere as a reserve currency. (klementoninvesting.substack.com)
- How the West has restricted Ukraine’s ability to fight. (theatlantic.com)
Economy
- It is difficult to argue the U.S. economy is meaningfully slowing. (apolloacademy.com)
- Another sign of a moderating jobs market. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: strategic beta blues. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: AI-assisted financial advice. (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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