Abnormal Returns
NetflixDon't be surprised if Netflix ($NFLX) starts airing NFL games. (spyglass.org)How Netflix ($NFLX) became the future of television. (theirrelevantinvestor.com)BREITHow has BREIT shrugged off the downturn in commercial real estate? (insights.finominal.com)Why private real estate may not belong in a structure like BREIT. (citywire.com)Fund managementWhy...
PodcastsDaniel Crosby talks with Naomi Win about why we hate uncertainty so much. (standarddeviationspod.com)Brendan Frazier talks with Emily Koochel about combining technology and financial psychology. (podcasts.apple.com)The bizWhat Goldman Sachs ($GS) hopes to achieve in the RIA custody business. (barrons.com)Why Focus decided to merge Buckingham...
MarketsNo news is good news for the stock market. (tker.co)The stock market has gone nowhere the past 10 weeks. (allstarcharts.com)What Wall Street jargon really means. (awealthofcommonsense.com)CompaniesApple ($AAPL) is now taking AI seriously. (nytimes.com)Adobe ($ADBE) is walking a fine line when it comes to AI. (theatlantic.com)FundsMutual funds...
Top clicks this weekWe are in the midst of a historic bond bear market. (awealthofcommonsense.com) Why TIPS are more attractive than nominal bonds at this point. (morningstar.com)Charlie Munger was constantly learning and "unlearning." (davisfunds.com)Stocks have stopped going up. (sherwood.news)Don't take your investing advice from TikTok. (ritholtz.com)The...
AutosRepublicans don't want EVs. (wapo.st)Ironically EVs are made largely in GOP districts. (msn.com)Good luck trying to turn off data sharing on your vehicle. (sherwood.news)TransportHow far along are self-driving semi-trucks? (apnews.com)How to replace the Francis Scott Key Bridge in Baltimore. (newatlas.com)EnergyGiant batteries are transforming...
MarketsPicking 30 companies for the Dow Jones Industrial Average isn't easy in a dynamic economy. (wsj.com)The stock market doesn't love high inflation. (klementoninvesting.substack.com)AppleApple ($AAPL) is in a tough spot. (om.co)Apple ($AAPL) may be late in AI, but don't count them out. (barrons.com)If Apple ($AAPL) is no longer the world's biggest...
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