Thursday links: a little bit wrong
If you missed any of last week’s installments of Blogger Wisdom click here to get access to all of the wisdom-filled posts. MarketsIf emerging markets don't converge with developed, are they still worth investing in.....»»
Thursday links: trying new things
StrategyDon't take your investing advice from TikTok. (ritholtz.com)Investors need to manage their expectations in the short term. (microcapclub.com)A great company need not a great investment make. (bestinterest.bl.....»»
Thursday links: the return of the home page
Berkshire Hathaway10 questions for Warren Buffett including 'Berkshire’s stock buybacks have slowed.....»»
Thursday links: analysts and accountants
MarketsThe energy sector is still less than 4% of the S&P 500. (allstarcharts.com)What are to make of the big, and persistent, valuation disparities between large and small caps. (morningstar.com)StrategyGood luck trying to dial risk up and dow.....»»
Thursday links: sharing your best work
StrategyPassive investors don't change relative prices. (bloomberg.com)A good outcome doesn't necessarily mean it wa.....»»
Thursday links: quality strategies in disguise
MarketsThese 15 stocks destroyed the most va.....»»
Thursday links: fueled by endurance
StrategyHow much attention should investors pay to current shortages? (alephb.....»»
Thursday links: living in a low-return world
StrategyTen questions people asking during bull markets. (theirrelevantinvestor.com)Why some investors like to avoid hot stocks. (mindsetvalue.substack.com).....»»
Thursday links: obvious opportunities
MarketsAnother measure of how strong the stock market was in April. (sentimentrader.com)Putting the rise in c.....»»
Thursday links: risk scores
MarketsWhy it's hard for older generations to understand cha.....»»
Thursday links: irrational trends
StrategyThe stage is set for active managers to demonstrate skill. (blogs.cfainstitute.org)Diversification matters a lot more than the specific me.....»»
Research links: thematic disappointments
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... Institutional managementRichard Ennis thinks institutional investors are doing it all wrong. (papers.....»»
Thursday links: falling out of favor
CryptoHow Coinbase ($COIN) came to be central to the cryptocurrenc.....»»
Thursday links: the generational lottery
March How maj.....»»
Thursday links: understanding your game
MarketsPutting into perspective just how crazy the past year has been in markets. (john-street-capital.medium.com)How 54 markets have performed since the pandemic low a year a.....»»
Thursday links: macro predictions
MarketsPenny stock trading is booming. So are penny stock scams. (nytimes.com)What it's like to sell your Tesla ($TSLA) shares way too early. (monevator.com)CryptoBNY Mellon ($BK) is investing in crypto startup Firebloc.....»»
Thursday links: inflation risks
MarketsPenny stock volu.....»»
Thursday links: a new status symbol
MarketsThe stock market usually gets stuff right. (theirrelevantinvestor.com)Don't forget the stock market is more concentrated than usual. (crossingwallstreet.com)Why oil prices are back above pre-pandemic price levels. (wsj.com)StrategyAre you.....»»
Thursday links: good not great
MarketsThe VIX is way outpacing realized inflation. (theirrelevantinvestor.com)Junk bonds have resisted the downturn in bond markets, for now. (capitalspectator.com)You can't understand the boom in coll.....»»
Tuesday links: blowing stuff up
MarketsWhere some major inter-market relationships stand. (compoundadvisors.com)StrategyYou can get the future right, and still be wrong about markets. (morningstar.com)Investment philosophies should evolve ov.....»»
What Went Wrong In Walmart"s Success Story?
On Thursday, Walmart (N.....»»