Sunday Links: Nonsensical Statistics

markets

• The S&P 500 returned 2.43% in August 2023. (on.spdji.com)
• There are too many markets at all-time highs to count. (whitecoatinvestor.com)

Strategy

• High returns come with risk. Don’t let anyone tell you otherwise. (wsj.com)
• Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com)
• Market statistics can overwhelm the big picture. (tker.co)

Companies

• Intel ($INTC) has some (big) decisions to make. (axios.com)
• Why Apple ($AAPL) would “invest” in OpenAI. (spyglass.org)
• How do you motivate a workforce when so many of them are already multi-millionaires, i.e. Nvidia ($NVDA)? (sherwood.news)
• A good reminder that even the most dominant companies, think BlackBerry ($BB), can take a turn for the worse. (scheplick.com)

ETFs

• The leveraged single-stock ETF continues to attract assets and attention. (finance.yahoo.com)
• Newly launched ETFs come with higher fees these days. (fa-mag.com)
• Wirehouses list more active ETFs. (ft.com)

policy

• Why housing (policy) matters so much to the economy. (econlib.org)
• When did the “Great Depression” really begin? (marginalrevolution.com)
• Inspectors general do important, unheralded work. (msn.com)
• Can the Operation Warp Speed ​​model be used for other problems? (papers.ssrn.com)
• Wastewater monitoring can do much more than look for Covid. (msn.com)
• The cost of raising children is only increasing. Can something be done about it? (wsj.com)

Economy

• Q3 GDP targets 2% growth. (nytimes.com)
• Instant Core PCE is running at 2.2%. (econbrowser.com)
• Economic data in July was mostly positive. (axios.com)
• On the potential impact of Fed rate cuts. (apolloacademy.com)
• The economic program for next week. (calculatedriskblog.com)

Earlier, about Abnormal Returns

• Top clicks last week on the site. (abnormalreturns.com)
• Saturday Links: The State of the Teaching Profession. (abnormalreturns.com)
• How much would you pay for a house you couldn’t insure? (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

• Why Americans seem to have stopped moving. (axios.com)
• Fewer children mean fewer people becoming grandparents. (wsj.com)
• Generation Z takes more sick days. (businessinsider.com)