Thursday links: capital at scale
StrategyStock picking is hard. So is sector picking. (awealthofcommonsense.com)How to plan for future lower market returns. (theretirementmanifesto.com)FinanceHindenberg Research is calling it quits. (wsj.com)eToro has filed for an IPO. (coindesk.com)The stocks of single-family landlords are trading at a discount to their stated NAVs. (wsj.com)FoodHow GLP-1 users change their food purchase patterns. (twopct.com)Congressional types have embraced Celsius ($CELH) drinks. (msn.com)The FDA has banned the use of Red Dye No. 3. (theverge.com)Cottage cheese is having a moment. (wsj.com)RussiaRussia thinks it is winning the war. (vox.com)Russia's economy is increasingly stressed by the war in Ukraine. (ft.com)EconomyThe term premium has blown out. (apolloacademy.com)Why weekly initial unemployment claims matter. (bonddad.blogspot.com)National homebuilder confidence ticked higher in January. (calculatedriskblog.com)Earlier on Abnormal ReturnsLongform links: harnessing technology. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: psychological benefits. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaFalling fertility rates are going to cause inter-generational tensions. (axios.com)How falling fertility rates could affect global growth. (ft.com)
Strategy
- Stock picking is hard. So is sector picking. (awealthofcommonsense.com)
- How to plan for future lower market returns. (theretirementmanifesto.com)
Finance
- Hindenberg Research is calling it quits. (wsj.com)
- eToro has filed for an IPO. (coindesk.com)
- The stocks of single-family landlords are trading at a discount to their stated NAVs. (wsj.com)
Food
- How GLP-1 users change their food purchase patterns. (twopct.com)
- Congressional types have embraced Celsius ($CELH) drinks. (msn.com)
- The FDA has banned the use of Red Dye No. 3. (theverge.com)
- Cottage cheese is having a moment. (wsj.com)
Russia
- Russia thinks it is winning the war. (vox.com)
- Russia's economy is increasingly stressed by the war in Ukraine. (ft.com)
Economy
- The term premium has blown out. (apolloacademy.com)
- Why weekly initial unemployment claims matter. (bonddad.blogspot.com)
- National homebuilder confidence ticked higher in January. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Longform links: harnessing technology. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: psychological benefits. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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