Tuesday Links: Resisting Gravity

Strategy

• Joe Wiggins, “Any investment is only as good as our ability not to make bad choices while we own it.” (behaviouralinvestment.com)
• Why so many market movements are seemingly paradoxical. (demystifyingmarkets.com)
• On the difference between risk and uncertainty. (bankeronwheels.com)

Walgreens

• Walgreens ($WBA) is the worst performing stock in the S&P 500 YTD. (sherwood.news)
• A look at three companies facing decline, including Walgreens. (aswathdamodaran.blogspot.com)

Finance

• 0DTE options come for single actions. (wsj.com)
• Withdrawals from multi-strategy hedge funds have increased. (ft.com)

Fund management

• Another fund manager is converting its mutual funds into ETFs. (etc.com)
• Do leveraged ETFs contribute net to market volatility? (ft.com)

Apple

• The new Apple ($AAPL) Watch 10 is thinner and bigger. (wsj.com)
• The new Airpod Pro 2 will also serve as hearing aids. (theverge.com)
• Apple Intelligence is not here yet. (spyglass.org)
• Apple events are way too long these days. (spyglass.org)
• Apple owes Ireland a lot of money in back taxes. (sixcolors.com)

Economy

• Current Q3 GDP forecasts have growth of around 2.5%. (econbrowser.com)
• Real median household income increased by 4.0% in 2023. (axios.com)

Earlier, about Abnormal Returns

• Research Links: Fairly Efficient Markets. (abnormalreturns.com)
• Elder financial fraud is only on the rise. (abnormalreturns.com)
• What you missed at our linkfest on Monday. (abnormalreturns.com)
• Advisor Links: The staff of a growing firm. (abnormalreturns.com)
• Renowned personal finance writer Jonathan Clements is dying. He still has a lot to learn. (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 should you try something you won’t be good at to begin with. (joylere.substack.com)
• Ten small actions to take right now, including “Avoid Negative People.” (dariusforoux.com)