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Wednesday links: going all-in on a bad hand

StrategyHow you implement a commodities allocation matters. (morningstar.com)Two things you probably don't need to worry about, including index concentration. (awealthofcommonsense.com)Closed-end funds hav.....»»

Category: blogSource: abnormalreturnsApr 10th, 2024

Wednesday links: looking inward

MarketsA look back at Q1 .....»»

Category: blogSource: abnormalreturnsApr 10th, 2024

Wednesday links: lessons learned

MarketsEverything that worked last year isn't this year. (awealthofcommonsense.com).....»»

Category: blogSource: abnormalreturnsMay 19th, 2021

How to watch the first half of "The Handmaid"s Tale" season 4 on Hulu

The fourth season of "The Handmaid's Tale" premiered on April 28. New episodes will debut every Wednesday through June 16 exclusively on Hulu. If you buy through our links, we may earn money from affiliate partners. Learn more. "Th.....»»

Category: personnelSource: nytMay 12th, 2021

Wednesday links: a psychological minefield

MarketsInterest in SPACs and IPOs are way off their highs. (mrzepczynski.blogspot.com)2021 is looking to be the year of the stock buyback. (ft.com)Str.....»»

Category: blogSource: abnormalreturnsMay 12th, 2021

Wednesday links: paying for content

StrategyFive things to consider before selling a big winner, i.e. concentrat.....»»

Category: blogSource: abnormalreturnsMay 5th, 2021

Wednesday links: a special breed

AlternativesHow global stimulus killed the distressed debt opportu.....»»

Category: worldSource: nytApr 21st, 2021

Wednesday links: believing in Bitcoin

MarketsA lot of typical value names are showing up in momentum baskets. (ft.com)StrategyWhy you need to understand the difference between 'shallow risk' and 'deep risk.' (thefinancialbodyguard.co.....»»

Category: blogSource: abnormalreturnsApr 14th, 2021

Wednesday links: a bubblicious question

MarketsHigh ISM Manu.....»»

Category: blogSource: abnormalreturnsApr 7th, 2021

Wednesday links: how to end a boom

Yield10-year Treasury yields are back to January 2020 levels. (ft.com)The muni market outperformed Treasuries in Q1. (bnnbloomberg.ca)Bull marketsHistorically stock market crashes have been.....»»

Category: blogSource: abnormalreturnsMar 31st, 2021

Wednesday links: starting sooner

MarketsStock market rotation is always happening, sometimes more dramatically than others. (ritholtz.com)Although less dramatic, the muni bond market experienced a big rebound in the past year. (morningstar.com)StrategyWhen stock market b.....»»

Category: blogSource: abnormalreturnsMar 24th, 2021

Wednesday links: a crucial role

MarketsA handful of secular trends are seemingly reversing all at the same time. (compoundadvisors.com)It's easier.....»»

Category: smallbizSource: nytMar 17th, 2021

Wednesday links: market crash severity

MarketsThe small cap comeback is more impressive than the value comeback. (blog.validea.com)Rising prices doth not a bubble make. (time.com)Interest rates aren'.....»»

Category: blogSource: abnormalreturnsMar 11th, 2021

Wednesday links: safe to say

StrategyA well-diversified portfolio allows you to survive any economic regime. (portfoliocharts.com)Why all the bubble talk is ultimately counterproductive. (capitalspectator.com)Our brains aren't designed for taking o.....»»

Category: blogSource: abnormalreturnsMar 3rd, 2021

Wednesday links: overcoming abysmal odds

MarketsThe stock market is having hard time going down. (theirrelevantinvestor.com)Investors bought a record amount of structured notes in 2020. (wsj.com)CompaniesVisa ($V) and MasterCard ($MA) are pl.....»»

Category: blogSource: abnormalreturnsFeb 24th, 2021

Wednesday links: false tops

MarketsWhile you weren't paying attention, long term Treasury yields have risen for the past six months. (theirrelevantinvestor.com)Josh Brown, "The risk-free rate is zero and, as a result, no one has any care or concern for .....»»

Category: personnelSource: nytFeb 17th, 2021

Wednesday links: independent thinking

MarketsPersistent stock market uptrends rarely end suddenly. (quantifiableedges.com)Why propane prices are on.....»»

Category: blogSource: abnormalreturnsFeb 10th, 2021

Wednesday links: miscast monikers

Are you already signed up for our daily e-mail newsletter? That’s awesome, but did you also know that we publish an adviser-focused... Retail tradingWe're still seeing after effects from GameStop ($GME) in the broader market. (theirrelev.....»»

Category: blogSource: abnormalreturnsFeb 3rd, 2021

Wednesday links: sensational clickbait

Are you already sign.....»»

Category: blogSource: abnormalreturnsJan 27th, 2021

Wednesday links: monotonic returns

Are you already signed .....»»

Category: blogSource: abnormalreturnsJan 20th, 2021