Tuesday Links: Rate Normalization

Strategy

• Buying dip is not easy or particularly profitable. (ft.com)
• How to cultivate patience as a long-term investor. (safalniveshak.com)
• Demographics are not destiny when it comes to scholarship. (ofdollarsanddata.com)

Great technology

• Amazon ($AMZN) is ordering workers back to the office five days a week. (arstechnica.com)
• Despite higher investments, Microsoft ($MSFT) is raising its dividend and renewing its share buyback program. (reuters.com)

Venture capital

• Making an estimate of mortality rates at startup. (avc.xyz)
• For VCs their portfolio is their brand. (hunterwalk.com)

Russia

• One million people have been killed or injured in the war in Ukraine. (wsj.com)
• Meta ($META) bans RT and related entities. (nytimes.com)
• How Russia Avoids Sanctions to Sell Stolen Ukrainian Grain. (wsj.com)

Economy

• The case for a rate cut of 50 bp. (stayathomemacro.substack.com)
• In August, industrial production returned. (bonddad.blogspot.com)
• Why lower rates might not move the needle in the housing market. (bloomberg.com)
• Americans continue to start small businesses in record numbers. (sherwood.news)

Earlier, about Abnormal Returns

• Research Links: Being Early. (abnormalreturns.com)
• What you missed at our linkfest on Monday. (abnormalreturns.com)
• Links for counsellors: returning to work. (abnormalreturns.com)
• Are you a financial advisor looking for out-of-the-box thinking? Then check out our weekly email newsletter. (newsletter.abnormalreturns.com)

Mixed medium

• The Trump family has a new crypto project. (theblock.co)
• Journalists should clarify what the candidates mean, not “wash it up.” (poynter.org)