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Sunday links: return expectations

MarketsWhy the stock market usually goes up. (humbledollar.com)How stocks, bonds and cash have performed over the past 30 years. (awealthofcommonsense.com)Average returns hide a lot along the way. (tker.co)CompaniesA look at Berkshire Hathaway ($BRK.A) stock on the eve of its first shareholder meeting without Charlie Munger. (barrons.com)The cloud computing...

Sun Apr 28, 2024 19:33
Top clicks this week on Abnormal Returns

Top clicks this weekYou likely don't need a long-term bond fund. (wsj.com)Allan Sloan, "Don’t fall in love with your money fund." (barrons.com)Good luck trying to dial risk up and down at the right times. (collabfund.com)At what age do we say people are 'old'? (scienceblog.com)What are to make of the big, and persistent, valuation disparities between...

Sun Apr 28, 2024 19:33
Saturday links: a generous act of faith

EVsBattery recycling improves the case for EVs. (bloomberg.com)Google Maps will soon have better charging station data. (electrek.co)Mercedes Benz has unveiled an EV version of the G wagon. (engadget.com)Honda ($HMC) is building out its EV capacity in North America. (cnbc.com)TransportAn increasing proportion of used car sales now happen online. (wsj.com)Blade...

Sat Apr 27, 2024 19:39
Friday links: extreme pricing pressure

StrategyDo higher rates spell doom for the stock market? It depends. (awealthofcommonsense.com)Why investors are often vulnerable to sales pitches for 'safe' investments. (morningstar.com)Nobody said bonds were easy. (wsj.com)FinanceRetail traders are....trading. (wsj.com)CVC Capital Partners is now public. (bloomberg.com)What's TikTok worth? Opinions...

Fri Apr 26, 2024 23:23
Podcast links: fake podcast invites

The bizBeware the fake podcast invite. (bigtechnology.com)The Apple ($AAPL)-Spotify ($SPOT) battle is just exhausting. (spyglass.org)EconomyBarry Ritholtz talks with Bill McBride about which economic data really matters. (ritholtz.com)James Pethokoukis talks economic optimism with Ed Yardeni. (fasterplease.substack.com)Derek Thompson talks with Ravi...

Fri Apr 26, 2024 19:20
Thursday links: analysts and accountants

MarketsThe energy sector is still less than 4% of the S&P 500. (allstarcharts.com)What are to make of the big, and persistent, valuation disparities between large and small caps. (morningstar.com)StrategyGood luck trying to dial risk up and down at the right times. (collabfund.com)Expect to see some overconfidence tonight in Detroit. (seeitmarket.com)There's...

Thu Apr 25, 2024 23:03

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