Wednesday Links: Market Knowledge

markets

• The Fed’s balance sheet continues to shrink. (sherwood.news)
• Money is flowing into the iShares 20+ Treasury Bond ETF ($TLT). (ft.com)
• Nvidia’s ($NVDA) growth is simply unprecedented. (sherwood.news)

Companies

• Is there any investable media company? (hollywoodreporter.com)
• Will Japanese customers accept the 7-Eleven takeover? (washingtonpost.com)
• Lego still crushes it. (sherwood.news)

NFL’s

• Private equity investment in the NFL is a test. (sportico.com)
• The NFL will take a cut of future PE profits. (cnbc.com)
• NFLPA sued DraftKings ($DKNG). (frontofficesports.com)

Housing

• Mortgage rates need to come down a lot to move the needle on affordability. (ft.com)
• View who rents and owns by age. (flowingdata.com)

Economy

• We may be heading into a recession, but we’re not in one right now. (econbrowser.com)
• Keep an eye on real imports to forecast a recession. (bonddad.blogspot.com)

Earlier, about Abnormal Returns

• Personal Finance Links: The Market Canopy. (abnormalreturns.com)
• What you missed at our linkfest on Tuesday. (abnormalreturns.com)
• Research Links: Higher Perspectives. (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

• Lessons learned from 60 years of life, including “Inheritance is overrated.” (tonyisola.com)
• Whatever, the way it was probably solved. Now you just have to do it. (raptitude.com)
• There are only so many things you care about. (primecuts.philpearlman.com)