Thursday Links: News Cynicism

markets

• US earnings and margin estimates continue to be higher in 2024. (carsongroup.com)
• Covid has been a boon for US corporate profitability. (sherwood.news)

Strategy

• How would you do if you had tomorrow’s newspaper today? (ft.com)
• Investing is simple, but not easy. (thefinancialbodyguard.com)

Finance

• Not all sovereign wealth funds are created equal. (ft.com)
• When launching an AI stock picker bot. (advisorhub.com)

Fund management

• Will lower rates hurt money market funds? (wsj.com)
• Vanguard is doubling down on its active fixed income funds. (ft.com)

Economy

• Weekly initial jobless claims continue to decline. (calculatedriskblog.com)
• The data indicate a limited increase in the unemployment rate. (bonddad.blogspot.com)

Earlier, about Abnormal Returns

• Long Form Links: The Digital Biosphere. (abnormalreturns.com)
• What you missed at our Wednesday linkfest. (abnormalreturns.com)
• Personal Finance Links: Assessing Your Financial Situation. (abnormalreturns.com)
• The world of investing was a different place when Josh Brown started writing. In “You Shouldn’t Have Seen It,” he looks back. (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

• Some employers are opting out of providing health coverage to employees. (npr.org)
• Warren Buffett’s kids will have a lot of money to give away. (fastcompany.com)
• Why you should focus on your definition of success, not someone else’s. (hottakes.space)