Wednesday links: always in training
Markets What's behind the rise in Treasury yields? (ritholtz.com) Falling earnings expectations would kill the bull market. (spilledcoffee.co) Is this market more like the Nifty Fifty era than the Dotcom boom? (awealthofcommonsense.com) Managers Great investors aren't exactly normal. (economist.com) A big profile of Leopold Aschenbrenner, portfolio manager of Situational Awareness. (wsj.com) ETFs…
Markets are on the rise due to growing concerns over falling earnings expectations. A comparison has been made between the current market and the Nifty Fifty era of the past, rather than the Dotcom boom. Investors are being noted for their exceptional skills, which differ from the norm. One notable portfolio manager is Leopold Aschenbrenner, who manages the Situational Awareness fund.
The share of SpaceX's stock in various index ETFs is increasing. The Alpha Architect 1-3 Month Box ETF ($BOXX) is also gaining attention. Alternative asset managers have faced challenges this year. Victory Capital Holdings Inc. has struck a deal to acquire First Eagle Investments. Institutional investors appear to be warming up to the concept of evergreen funds.
Concerns about a potential insurance crisis are circulating within the industry. Vanguard is acquiring the startup custodian Altruist. The importance of staying updated is emphasized through a daily e-mail newsletter. Work opportunities in wealth management can be found by subscribing to the Talking Wealth newsletter. The rise of chicken as the dominant global protein source is explored, along with a detailed look at the U.S. chicken industry.
Canada's political situation, particularly under the Trump administration, poses challenges for securing a deal with the country. The impact of Trump's tactics on securing a deal with Canada is discussed. The rising cost of toilet paper is attributed to various factors. In the realm of writing, AI is seen as a tool for the elite.
Noah Brier argues that writing serves as a form of resistance against consensus. Advice on effective writing practices is provided. The Q2 PCE came in at 3.7%, while the core figure stood at 3.3%. Spreading spending gaps by wealth bracket are on the rise. Diesel prices are inching towards a record high. Personal finance tips include safely spending a nest egg and avoiding missed updates from weekly linkfests.
The tragic loss of Dolly Parton is mourned, with an article highlighting her enduring influence as a bipartisan icon. A musical tribute to Parton, "Dolly: A True Original Musical," is set to open on Broadway. Instructions on contributing to Dolly Parton's Imagination Library are provided.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
