Tuesday links: building capacity
StrategyYou can't eliminate the noise, but you can manage around it. (ritholtz.com)Should you exclude Chinese stocks from your international allocation? (morningstar.com)History only tells us so much about investment returns. (whitecoatinvestor.com)CompaniesAdvertising is a big (and growing) business for the delivery companies. (platformaeronaut.com)OpenAI and Microsoft ($MSFT) are beefing. (spyglass.org)WhatsApp is getting ads. (theverge.com)FinanceCharles Schwab ($SCHW) could get involved in prediction markets. (riabiz.com)Big banks are still more than happy to finance fossil fuel deals. (semafor.com)Work9-5 is increasingly an anomaly as people work outside normal hours. (wsj.com)Why no on uses corporate wellness programs. (fastcompany.com)People need to be nudged to engage in salary negotiations. (papers.ssrn.com)EconomyNational home builder confidence fell to one of its lowest levels since 2012. (calculatedriskblog.com)Tariff front running is washing out of the economic numbers. (bonddad.blogspot.com)Earlier on Abnormal ReturnsResearch links: random deviations. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: bad timing. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaLike other small businesses, small town newspapers have a succession problem. (cjr.org)Sports tourism is a growth industry. (on.ft.com)Everybody loves Buc-ee's. (nytimes.com)
Strategy
- You can't eliminate the noise, but you can manage around it. (ritholtz.com)
- Should you exclude Chinese stocks from your international allocation? (morningstar.com)
- History only tells us so much about investment returns. (whitecoatinvestor.com)
Companies
- Advertising is a big (and growing) business for the delivery companies. (platformaeronaut.com)
- OpenAI and Microsoft ($MSFT) are beefing. (spyglass.org)
- WhatsApp is getting ads. (theverge.com)
Finance
- Charles Schwab ($SCHW) could get involved in prediction markets. (riabiz.com)
- Big banks are still more than happy to finance fossil fuel deals. (semafor.com)
Work
- 9-5 is increasingly an anomaly as people work outside normal hours. (wsj.com)
- Why no on uses corporate wellness programs. (fastcompany.com)
- People need to be nudged to engage in salary negotiations. (papers.ssrn.com)
Economy
- National home builder confidence fell to one of its lowest levels since 2012. (calculatedriskblog.com)
- Tariff front running is washing out of the economic numbers. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: random deviations. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: bad timing. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
