Tuesday links: the future of cars
MarketsCredit spreads are not screaming recession. (ft.com)Earnings estimates are coming down. (sherwood.news)Long Europe, short US is the consensus trade. (on.ft.com)How Not to InvestTen insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (ritholtz.com)Everybody makes financial mistakes, even the most accomplished. (ofdollarsanddata.com)GoogleWiz is Google's ($GOOGL) biggest acquisition ever. (theverge.com)Why Google's ($GOOGL) acquisition of security company Wiz is such a big deal. (tomtunguz.com)CPGProcter & Gamble ($PG) vs. Unilever ($UL): a tale of the tape. (wsj.com)Why Pepsico ($PEP) bought Poppi. (eater.com)EVsChinese electric vehicle maker BYD claims a five-minute charging time. (axios.com)Autos are a scale business and China is crushing the U.S. in EVs. (crazystupidtech.com)Fund managementIf you are going to invest in actively managed funds, keep an eye on fees. (morningstar.com)These 15 funds have lost investors the most money over the past decade. (morningstar.com)EconomyIndustrial production rose in February, but new order disappointed. (bonddad.blogspot.com)Why the price of gold has risen. (econofact.org)Earlier on Abnormal ReturnsResearch links: your web presence. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: durable portfolios. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaWhy people don't change their minds. (awealthofcommonsense.com)You don't have to have it all figured out. (joylere.substack.com)You can't optimize friendship. (hottakes.space)Just do stuff. (arealsociety.substack.com)
Markets
- Credit spreads are not screaming recession. (ft.com)
- Earnings estimates are coming down. (sherwood.news)
- Long Europe, short US is the consensus trade. (on.ft.com)
How Not to Invest
- Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (ritholtz.com)
- Everybody makes financial mistakes, even the most accomplished. (ofdollarsanddata.com)
- Wiz is Google's ($GOOGL) biggest acquisition ever. (theverge.com)
- Why Google's ($GOOGL) acquisition of security company Wiz is such a big deal. (tomtunguz.com)
CPG
- Procter & Gamble ($PG) vs. Unilever ($UL): a tale of the tape. (wsj.com)
- Why Pepsico ($PEP) bought Poppi. (eater.com)
EVs
- Chinese electric vehicle maker BYD claims a five-minute charging time. (axios.com)
- Autos are a scale business and China is crushing the U.S. in EVs. (crazystupidtech.com)
Fund management
- If you are going to invest in actively managed funds, keep an eye on fees. (morningstar.com)
- These 15 funds have lost investors the most money over the past decade. (morningstar.com)
Economy
- Industrial production rose in February, but new order disappointed. (bonddad.blogspot.com)
- Why the price of gold has risen. (econofact.org)
Earlier on Abnormal Returns
- Research links: your web presence. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: durable portfolios. (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)
