Markets
- If you think the U.S. stock market is concentrated, check out South Korea. (ft.com)
- Just how much software and semiconductor stocks have disengaged. (chartkidmatt.com)
- Nvidia ($NVDA) is now more than 5% of the MSCI All-Country World Index. (ft.com)
Strategy
- A good story trumps a good chart. (awealthofcommonsense.com)
- Nobody knows the future. (trendlabs.com)
Crypto
- Physical crimes against crypto holders continue to rise around the world. (novelinvestor.com)
- Why you should watch Ben McKenzie's documentary, 'Everyone Is Lying to You for Money.' (motherjones.com)
Food
- How Sysco's ($SYY) acquisition of Restaurant Depot would affect restaurants. (punchdrink.com)
- Coke Zero and Diet Coke are duking it out for dominance. (wsj.com)
- Americans hate factor farming, but love cheap protein. (vox.com)
Museums
- U.S. museums have a maintenance deficit. (theartnewspaper.com)
- What is 'museum fatigue'? (mentalfloss.com)
- How to tour a museum. (artofmanliness.com)
Energy
- Oil price futures are at their highs. (newsletter.platypuseconomics.com)
- A good reminder: the world doesn't consume crude oil, it consumes refined products. (ft.com)
- Inflation still has a ways to go. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- AI models are not a trust fiduciary. You are on your own. (abnormalreturns.com)
- Personal finance links: the caregiving penalty. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the index rebalancing trade. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)