
Wednesday links: sensible diversification
4 weeks ago
2 MIN READ
Markets
- Have we entered a new era for interest rates? (bonddad.blogspot.com)
- Why yield curve disinversions matter. (econbrowser.com)
Strategy
- The U.S. economy is spending less time in recession. Markets are paying attention. (awealthofcommonsense.com)
- How U.S. capital markets have devolved over time. (disciplinefunds.com)
- Investing is hard because the future is uncertain. (behaviouralinvestment.com)
AI
- Hype, headlines and Stargate. (spyglass.org)
- Google ($GOOGL) is making an additional investment in Anthropic. (ft.com)
Finance
- Why PE managers are tapping non-traditional sources of capital, like financial advisers. (capitalallocators.com)
- What is ‘parametric insurance’ and what does it cover? (hbr.org)
California
- California has been driving innovation for a century. (scottsumner.substack.com)
- The real story on California’s minimum wage. (ritholtz.com)
Agency
- Attention is the new currency, but that doesn’t mean you should join in. (ofdollarsanddata.com)
- Cate Hall, “Burnout is the ultimate agency-killer.” (every.to)
- Work-life balance doesn’t last for long. (joylere.substack.com)
Earlier on Abnormal Returns
- Personal finance links: a process of discovery. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: taking responsibility. (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
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.