Tuesday links: performance first
MarketsIt's been a awhile since the Nasdaq traded below its 200 day moving average. (bilello.blog)The last ten years in the stock market visualized. (sherwood.news)StrategyEvery correction looks healthy in hindsight. (awealthofcommonsense.com)Recessions are something to overcome, not welcome. (ofdollarsanddata.com)Corrections, and especially bear markets, never feel good in the moment. (tker.co)Big surprises don't prevent us from trying to predict the next one. (behaviouralinvestment.com)EuropeWhy Europe is taking Trump seriously this term. (theatlantic.com)Europe is going spend defense monies on European weapons. (semafor.com)Trump is giving Europe common cause. (wsj.com)EconomyPolicy uncertainty is bleeding into expectations. (econbrowser.com)How higher tariffs would hamper the economy. (fasterplease.substack.com)There is a difference between tariff theater and tariff policy. (edgyoptimist.substack.com)What's the end game here? (danieldrezner.substack.com)BaseballMLB fast balls just keep getting faster. (wsj.com)The Oakland A's are making their way (slowly) to Las Vegas. (sportico.com)The 10 best baseball movies of all-time, including 'Moneyball.' (hollywoodreporter.com)Earlier on Abnormal ReturnsResearch links: elevators and escalators. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: estate uncertainty. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaWhy it's hard to know how much to pay attention to the news. (kottke.org)How to get started in volunteering. (hbr.org)Why company cultures drift. (overcomingbias.com)
Markets
- It's been a awhile since the Nasdaq traded below its 200 day moving average. (bilello.blog)
- The last ten years in the stock market visualized. (sherwood.news)
Strategy
- Every correction looks healthy in hindsight. (awealthofcommonsense.com)
- Recessions are something to overcome, not welcome. (ofdollarsanddata.com)
- Corrections, and especially bear markets, never feel good in the moment. (tker.co)
- Big surprises don't prevent us from trying to predict the next one. (behaviouralinvestment.com)
Europe
- Why Europe is taking Trump seriously this term. (theatlantic.com)
- Europe is going spend defense monies on European weapons. (semafor.com)
- Trump is giving Europe common cause. (wsj.com)
Economy
- Policy uncertainty is bleeding into expectations. (econbrowser.com)
- How higher tariffs would hamper the economy. (fasterplease.substack.com)
- There is a difference between tariff theater and tariff policy. (edgyoptimist.substack.com)
- What's the end game here? (danieldrezner.substack.com)
Baseball
- MLB fast balls just keep getting faster. (wsj.com)
- The Oakland A's are making their way (slowly) to Las Vegas. (sportico.com)
- The 10 best baseball movies of all-time, including 'Moneyball.' (hollywoodreporter.com)
Earlier on Abnormal Returns
- Research links: elevators and escalators. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: estate uncertainty. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
