Strategy
- Most stocks aren't worth owning. (morningstar.com)
- How allocators should think about AI. (capitalallocators.com)
Fund management
- The fund management business continues to concentrate assets in the top firms. (pionline.com)
- Why the alternatives industry is so interested in allocations into target date funds. (thealtview.substack.com)
Frozen yogurt
- Frozen yogurt is seeing (another) comeback. (financialpost.com)
- Why are you standing in line for frozen yogurt? (yourbrainonmoney.substack.com)
Iran
- The official release of the MOU reached with Iran. (cnn.com)
- It's hard to characterize the Iran war as anything but a loss. (theatlantic.com)
- How Iran won the war. (noahpinion.blog)
Economy
- The Treasury is increasingly dependent on T-bill issuance. (apollo.com)
- Farm bankruptcies are on the rise. (bloomberg.com)
Earlier on Abnormal Returns
- Personal finance links: the point of money. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: distinct economic forces. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)