New
Sunday Links: Pausing And Reflecting
Markets
- Consumer discretionary stocks have been underperforming for awhile now. (allstarcharts.com)
- Every big market trend eventually hits an 'air pocket.' (downtownjoshbrown.com)
Strategy
- The economy is not the stock market, and vice versa. (awealthofcommonsense.com)
- Why you should pay attention to your emotions when investing. (wsj.com)
- Some words of wisdom from Ed Borgato. (herbgreenberg.substack.com)
Finance
- Why hedge funds welcome higher interest rates. (mrzepczynski.blogspot.com)
- Private equity has been slow to recycle capital. (axios.com)
- By this measure, the futures industry is shrinking. (caia.org)
Policy
- How the Retirement Savings for Americans Act (RSAA) would help lower income workers. (pionline.com)
- How Baltimore became the overdose capital of America. (nytimes.com)
- A better educated police force is a good thing. (slowboring.com)
- We need more clarity and research on marijuana use. (washingtonmonthly.com)
- Tax enforcement pays for itself. (slowboring.com)
Economy
- Air travel is now well above pre-pandemic levels. (calculatedriskblog.com)
- The economy isn't in recession, but it isn't perfect. (businessinsider.com)
- The housing market recovery is on track. (apolloacademy.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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