Markets
- Some random market insights including: Nvidia's ($NVDA) forward P/E keeps falling. (awealthofcommonsense.com)
- Diesel prices remain $2 a gallon above where they were pre-Iran war. (econbrowser.com)
Strategy
- Why market pundits are doing you any favors. (behaviouralinvestment.com)
- The stocks of great companies show big drops more often than you think. (brianferoldi.substack.com)
Companies
- Google ($GOOGL) dodged a break up of its ads business. (axios.com)
- Novo Nordisk ($NVO) is betting on weight loss pills. (nytimes.com)
- It sure looks like someone knew a deal for GoPro ($GPRO) was coming. (ft.com)
ETFs
- TIPS look attractive, but it's not as simple as buy a TIPS ETF. (morningstar.com)
- Institutional investors are swapping between the iShares Core S&P 500 ETF ($IVV) and Vanguard S&P 500 ETF ($VOO) to avoid dividends for tax purposes. (bloomberg.com)
- These ETFs generate the most implied revenue for sponsors. (etf.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Europe
- How heat impacted Europe this summer. (wsj.com)
- Do Germans need to work longer and harder? (ft.com)
- The Maldives is a way station for Russian evasion of Western sanctions. (wsj.com)
- Spaniards are starting to eat dinner earlier. (marginalrevolution.com)
Jobs
- Some early evidence that AI is impacting jobs. (dallasfed.org)
- The college wage premium is shrinking. (marginalrevolution.com)
Economy
- We are still in a low hire/low fire economy. (bonddad.blogspot.com)
- A review of Kevin Warsh's Jackson Hole speech. (stayathomemacro.substack.com)
- How rising interest rates affect the debt/GDP ratio. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Personal finance links: supercharged fraud. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: stock-specific volatility. (abnormalreturns.com)