Wednesday links: not knowing the future
MarketsIf 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 ($NVDA) is now more than 5% of the MSCI All-Country World Index. (ft.com)StrategyA good story trumps a good chart. (awealthofcommonsense.com)Nobody knows the future. (trendlabs.com)CryptoPhysical crimes against crypto holders continue to rise around the world. (novelinvestor.com)Why you should watch Ben McKenzie's documentary, 'Everyone Is Lying to You for Money.' (motherjones.com)FoodHow Sysco's ($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)MuseumsU.S. museums have a maintenance deficit. (theartnewspaper.com)What is 'museum fatigue'? (mentalfloss.com)How to tour a museum. (artofmanliness.com)EnergyOil price futures are at their highs. (newslett
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)
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