Português - Portugal
Bringing the best of the investment blogosphere to your inbox, daily...
Here's your daily update from Abnormal Returns.
View this email in your browser
Thursday links: human inertia
By abnormalreturns on Mar 30, 2023 01:29 pm
The S&P is not a static index.
How portfolio complexity is too much?
The Treasury market is seeing signs of strain.
CMBS spreads are near pandemic levels.
Satya Nadella's focus on Microsoft ($MSFT) could be his biggest win.
The success of AI is forcing Google ($GOOGL) to get its act together.
Big Tech is pulling back on metaverse investments.
Three reasons why Apple Pay Later will come to dominate.
Depositors continue shift from small to big banks.
How much is social media to blame for the demise of SVB?
Banks are going to have to increase the rate of interest they pay.
TikTok parent ByteDance is hedging its bets with the launch of a new app Lemon8.
TikTok has been lobbying Washington types behind the scenes for awhile.
Ten tips for more effective business writing including 'Use shorter sentences for maximum clarity and efficiency.'
11 lessons learned from writing an investment newsletter for three years including 'Realise that nobody cares about you.'
Weekly initial unemployment claims are holding below 200k.
Rising inflation is bringing down real home prices.
Economic momentum is reaching recession levels.
Earlier on Abnormal Returns
Longform links: the age of average.
What you missed in our Wednesday linkfest.
Personal finance links: house price expectations.
Do you wonder why everything looks the same these days?
Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.
Are chatbots going to displace mainstream media?
It's easy to get carried away by what AI can do.
There's a good chance your data has been used to train ChatGPT.
Read in browser »
Longform links: the age of average
By abnormalreturns on Mar 30, 2023 10:44 am
David Epstein talks with Emre Soyer author of "The Myth of Experience: Why We Learn the Wrong Lessons and Ways to Correct Them."
Five insights from "The Great Displacement: Climate Change and the Next American Migration" by Jake Bittle.
Cruise ships are not great for Alaska's waters.
What will it take to refill the Great Salt Lake?
Can you take the 'index mindset' too far?
How life for older Americans has gotten worse in a Covid world.
Cigna company doctors routinely reject claims without reading them.
How to interpret images when we are separated by time and distance.
Why coincidences seem magical or supernatural.
Why Sweden has such an outsized influence on pop music.
Can AI help you win at the racetrack?
Read in browser »
Wednesday links: selling ourselves
Personal finance links: house price expectations
Tuesday links: value destruction
Research links: an ensemble of models
Monday links: digesting economic activity
Copyright © 2023 Abnormal Returns, All rights reserved.
Want to change how you receive these emails?
update your preferences
unsubscribe from this list