Monday links: standing pat
MarketsOver the past 15 years, investors have become comfortable with stocks going up. (ritholtz.com)Retail investors just keep buying. (sherwood.news)Fund managementWhy bother with active management, when there's an ETF that does it cheaper (and better). (bloomberg.com)Cliffwater is a standout in the interval fund space. (morningstar.com)When you start buying gold mines you have been gold-pilled. (wsj.com)ChinaTemu and Shein have raised retail prices, post tariffs. (cnbc.com)The number of incoming containers from China have plunged. (sherwood.news)How tariffs will hit Chinese grocery stores. (theatlantic.com)EconomyWhy the Fed is kinda stuck. (optimisticallie.com)Regional Fed manufacturing reports have all turned down. (bonddad.blogspot.com)Autos have a central role in U.S. trade. (apolloacademy.com)How companies are trying to reshore supply chains. (thetranscript.substack.com)How to strengthen the economy without protectionism. (scottsumner.substack.com)Earlier on Abnormal ReturnsAdviser links: a sobering reminder. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)What everyone else read last week on Abnormal Returns. (abnormalreturns.com)Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)Mixed mediaOn the many challenges of transforming office buildings into residential. (nytimes.com)Companies that identify with a political stance risk a backlash. (huffpost.com)Should you really record this meeting for AI? (hbr.org)The future of work is managing AI agents. (tomtunguz.com)
Markets
- Over the past 15 years, investors have become comfortable with stocks going up. (ritholtz.com)
- Retail investors just keep buying. (sherwood.news)
Fund management
- Why bother with active management, when there's an ETF that does it cheaper (and better). (bloomberg.com)
- Cliffwater is a standout in the interval fund space. (morningstar.com)
- When you start buying gold mines you have been gold-pilled. (wsj.com)
China
- Temu and Shein have raised retail prices, post tariffs. (cnbc.com)
- The number of incoming containers from China have plunged. (sherwood.news)
- How tariffs will hit Chinese grocery stores. (theatlantic.com)
Economy
- Why the Fed is kinda stuck. (optimisticallie.com)
- Regional Fed manufacturing reports have all turned down. (bonddad.blogspot.com)
- Autos have a central role in U.S. trade. (apolloacademy.com)
- How companies are trying to reshore supply chains. (thetranscript.substack.com)
- How to strengthen the economy without protectionism. (scottsumner.substack.com)
Earlier on Abnormal Returns
- Adviser links: a sobering reminder. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else read last week on Abnormal Returns. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
