Tuesday Links: A Collective Mistake

markets

• Q3 revenue estimates are off. (sherwood.news)
• The yield curve is coming to terms with a new Fed regime. (mrzepczynski.blogspot.com)

Strategy

• Two questions you should ask about any market intelligence. (behaviouralinvestment.com)
• For taxable investors, dividend preference doesn’t make much sense. (rethinking65.com)
• Why Successful Trading Is Difficult. (mrzepczynski.blogspot.com)
• The simplest recipes are the best. (freedomdaysolutions.com)

crypto

• Ethereum ETFs are a disappointment. (ft.com)
• The FTX bankruptcy saga is coming to an end. (blockworks.co)
• Residents are suing Marathon Digital ($MARA) over noise from its Texas Bitcoin mine. (arstechnica.com)

Finance

• Yes Blackrock, Vanguard and State Street own a large portion of public companies. And why it doesn’t matter. (ofdollarsanddata.com)
• How Much Bond Trading Can Go Electronic? (ft.com)

Work

• How AI has already affected the job market. (forklightning.substack.com)
• California’s new QSR wage law hasn’t ruined things. (ritholtz.com)
• Elite lawyer continues to earn elite salary. (wsj.com)

Earlier, about Abnormal Returns

• Research Links: The AI ​​Threat. (abnormalreturns.com)
• What you missed at our linkfest on Monday. (abnormalreturns.com)
• Advisor Links: Building a Lasting Franchise. (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

• Americans spend more time at home. (nytimes.com)
• Many Americans say they are lonely, often. (sherwood.news)