Monday links: an openness to risk
MarketsWhy this is different than the GFC. (morningstar.com)Markets are discounting lower future cash flows. (ritholtz.com)What would earnings have to do to justify the move down? (klementoninvesting.substack.com)StrategyWhy you need a plan, now more than ever. (fortunesandfrictions.com)What to do during a stock market downturn. (obliviousinvestor.com)It's okay to feel anxious. You are human. (safalniveshak.com)ETFsBuffered ETFs have done what they said they were going to do. (morningstar.com)Why maximizing yield via options selling can backfire for an ETF. (jeffreyptak.substack.com)Fidelity is launching new muni bond ETFs. (etf.com)A Minecraft Movie“A Minecraft Movie” is a bone fide hit. (variety.com)Expect to see even more movies based on hit video games. (spyglass.org)The movie did well despite poor to middling reviews. (sherwood.news)EconomyA hard stop to consumer and business spending could cause a recession. (optimisticallie.com)Things were slowing even before the tariff talk. (ft.com)What metrics to watch to see a recession coming. (calculatedriskblog.com)This model shows a real risk of recession. (econbrowser.com)The recession is already here for areas along the Canadian border. (theatlantic.com)Earlier on Abnormal ReturnsAdviser links: in times like these. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (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 focusing on the long term is so difficult. (bigthink.com)Young people should blow up their lives at least once. (youngmoney.co)Sometimes you need to get away from everyday details to see the big picture. (traderfeed.blogspot.com)
Markets
- Why this is different than the GFC. (morningstar.com)
- Markets are discounting lower future cash flows. (ritholtz.com)
- What would earnings have to do to justify the move down? (klementoninvesting.substack.com)
Strategy
- Why you need a plan, now more than ever. (fortunesandfrictions.com)
- What to do during a stock market downturn. (obliviousinvestor.com)
- It's okay to feel anxious. You are human. (safalniveshak.com)
ETFs
- Buffered ETFs have done what they said they were going to do. (morningstar.com)
- Why maximizing yield via options selling can backfire for an ETF. (jeffreyptak.substack.com)
- Fidelity is launching new muni bond ETFs. (etf.com)
A Minecraft Movie
- “A Minecraft Movie” is a bone fide hit. (variety.com)
- Expect to see even more movies based on hit video games. (spyglass.org)
- The movie did well despite poor to middling reviews. (sherwood.news)
Economy
- A hard stop to consumer and business spending could cause a recession. (optimisticallie.com)
- Things were slowing even before the tariff talk. (ft.com)
- What metrics to watch to see a recession coming. (calculatedriskblog.com)
- This model shows a real risk of recession. (econbrowser.com)
- The recession is already here for areas along the Canadian border. (theatlantic.com)
Earlier on Abnormal Returns
- Adviser links: in times like these. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
