Tuesday links: the value of a home
Tadas Viskanta
Abnormal Returns
17 hours ago
2 MIN READ
Market
- Market concentration is not necessarily a bad thing. (trendlabs.com)
- Why predicting the stock market is so difficult. (behaviouralinvestment.com)
- European investors are warming to the stock market. (klementoninvesting.substack.com)
Data centers
- More data center deals are coming. (wsj.com)
- New York state just paused new data center construction. (techcrunch.com)
- Why farmers and ranchers are often data center opponents. (wsj.com)
- Data center supplies are valuable. Enter thieves. (nytimes.com)
Oil
- Frequent draws have put the U.S. strategic oil reserve at risk. (wsj.com)
- The Iran war is forcing oil producers to look for alternatives to the Strait of Hormuz. (axios.com)
- How Ukraine is taking out Russia’s oil refining capacity. (wsj.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- In wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Global
- The rest of the world is disengaging from the United States. (nytimes.com)
- The Gordie Howe International Bridge connecting Detroit and Windsor, Ontario, is set to open on July 27th. (bnnbloomberg.ca)
- Trump has sidelined the State Department. (ft.com)
Economy
- The June CPI report was a welcome respite. (bonddad.blogspot.com)
- Getting down to 2.0% inflation won’t be easy. (bloomberg.com)
- Consumer spending remains robust. (capitalspectator.com)
Earlier on Abnormal Returns
- Research links: an emotional burden. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: legacy building. (abnormalreturns.com)
Mixed media
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