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Tuesday links: the best definition of progress
StrategyVanguard investors are letting their equity allocations drift higher. (jeffreyptak.substack.com)It's counterintuitive, but frictions can make for better investors. (behaviouralinvestment.com)The markets are a mirror. (safalniveshak.com)CompaniesCorporate spinoffs are getting bigger and more complex. (axios.com)Databricks is raising venture debt. (finance.yahoo.com)FinanceFidelity Investments is entering into the stock transfer agent market. (axios.com)Firms are still getting fined for text compliance issues. (thinkadvisor.com)A look at JP Morgan's ($JPM) ambitions in Europe. (wsj.com)TikTokRyan Broderick, "If you’re an American that’s been relying on TikTok as a publishing or communication tool it means that you fundamentally do not understand what the app is." (garbageday.email)TikTok is a symptom, not the disease. (kyla.substack.com)Which companies win in a TikTok ban? (axios.com)RestaurantsMcDonald's ($MCD) store footprint in the U.S. is shrinking. (sherwood.news)Self-service kiosks aren't shy about asking a customer to super size their order. (edition.cnn.com)Dutch Bros. ($BROS) is opening its 1000th location. (fastcompany.com)Crumbl is reportedly for sale. (finance.yahoo.com)EconomyWhy is the term premium on the rise? (ft.com)The vast majority of countries are not in recession. (apolloacademy.com)Producer price disinflation is over. (bonddad.blogspot.com)Earlier on Abnormal ReturnsResearch links: an impossible burden. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: success rates. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaThis divergence explains a lot about dating life in the U.S. (betonit.ai)Deaths will soon outpace births in the U.S. (wsj.com)
Strategy
- Vanguard investors are letting their equity allocations drift higher. (jeffreyptak.substack.com)
- It's counterintuitive, but frictions can make for better investors. (behaviouralinvestment.com)
- The markets are a mirror. (safalniveshak.com)
Companies
- Corporate spinoffs are getting bigger and more complex. (axios.com)
- Databricks is raising venture debt. (finance.yahoo.com)
Finance
- Fidelity Investments is entering into the stock transfer agent market. (axios.com)
- Firms are still getting fined for text compliance issues. (thinkadvisor.com)
- A look at JP Morgan's ($JPM) ambitions in Europe. (wsj.com)
TikTok
- Ryan Broderick, "If you’re an American that’s been relying on TikTok as a publishing or communication tool it means that you fundamentally do not understand what the app is." (garbageday.email)
- TikTok is a symptom, not the disease. (kyla.substack.com)
- Which companies win in a TikTok ban? (axios.com)
Restaurants
- McDonald's ($MCD) store footprint in the U.S. is shrinking. (sherwood.news)
- Self-service kiosks aren't shy about asking a customer to super size their order. (edition.cnn.com)
- Dutch Bros. ($BROS) is opening its 1000th location. (fastcompany.com)
- Crumbl is reportedly for sale. (finance.yahoo.com)
Economy
- Why is the term premium on the rise? (ft.com)
- The vast majority of countries are not in recession. (apolloacademy.com)
- Producer price disinflation is over. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: an impossible burden. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: success rates. (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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