Wednesday links: where the real learning happens
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Strategy
- Sometimes things really are different this time. (awealthofcommonsense.com)
- Few investors are able to outperform a passive portfolio. (mrzepczynski.blogspot.com)
Companies
- Alphabet ($GOOGL) has never been this cheap relative to the market. (sherwood.news)
- Berkshire Hathway’s ($BRK.A) stake in Occidental Petroleum ($OXY) has been a drag YTD. (barrons.com)
- GameStop ($GME) is sitting on a pile of cash, thanks to retail investors. (sherwood.news)
- Campbell Soup Company ($CPB) is dropping soup from its corporate name. (cnn.com)
AI
- The amount of capital pouring into AI is stunning. (wsj.com)
- How Oracle ($ORCL) is benefiting from the rise of AI. (wsj.com)
- Of course, xAI cut some corners. (sherwood.news)
Sports betting
- Fox plans to exercise its 18.6% option for FanDuel. (awfulannouncing.com)
- ESPN Bet is facing an uphill battle. (defector.com)
- Sports betting is not tax-free. (legalsportsreport.com)
China
- A look at China’s price deflation. (scottsumner.substack.com)
- What China’s EV boom looks like on the ground. (bigtechnology.com)
- Why Chinese consumers are buying luxury goods in Japan. (sherwood.news)
- Why China is planning to raise its retirement age. (semafor.com)
Economy
- August CPI showed 2.5% inflation year-over-year. (calculatedriskblog.com)
- Shelter price deflation has stopped. (bonddad.blogspot.com)
- The status of the jobs market is how you look at it. (ft.com)
- The falling risks of a recession. (apolloacademy.com)
- Asking rents are flat year-over-year. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Personal finance links: playing stupid games. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: reasonably efficient markets. (abnormalreturns.com)
- Elder financial fraud is only going up. Maybe AI can help. (abnormalreturns.com)
- Noted personal finance writer Jonathan Clements is dying. He still has plenty left to teach us. (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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