Recessions, Value Investing, Pension Fund Landlords, and F1

Tuesday morning news drop

  • Inverted Yield Curve: A Recession Alarm Is Ringing on Wall Street: An inversion of the bond market’s yield curve has preceded every U.S. recession for the past half century. It is happening again. (New York Times)

  • Good News: Economy Sucks, You’re Screwed, and It’s All Your Fault, Economists Say Make sure you’re doing your part to help fight inflation: accept those wage cuts and worsening working conditions! (Vice)

  • Recession: medicine that’s worse than the disease Some experts say we need a recession to bring high inflation down. That’s incorrect. Their model of the economy and views on what’s causing inflation risk making a bad situation much worse. (Sahm)

  • There Was Never Anything Wrong With Value: How the influence of popular value benchmarks challenges investor faith in the style and even the business of some value managers. (Institutional Investor)

  • Europe is burning like it’s 2052 The extraordinary heat wave in Europe is showing what’s possible already, and what lies ahead under climate change. (Vox)

  • It’s so hot in Europe that roads are literally buckling The world wasn’t built for this heat (Vox)

  • A public pension fund is Canada’s newest mega-landlord The Public Service Pension Investment Board is teaming up with real estate firms and betting on displacement of low-income renters (Breach Media)

  • How ‘Baby Al Capone’ Pulled Off a $24 Million Crypto Heist Ellis Pinsky was a regular suburban teenager until he found his way into the underworld of internet hackers. In his first interview, he details the crime that nearly ruined his life. (Rolling Stone)

  • America Was in an Early-Death Crisis Long Before COVID: Even before the pandemic began, more people here were dying at younger ages than in comparably wealthy nations (The Atlantic)

  • Your phone’s notification settings and the meaning of life Switching to a new phone is easy enough these days. The wheezing older model formed a huddle with the shiny oversized new thing, and within a few minutes had effected a near-complete digital handover. One exception was the notification settings. As they reset to the default, my new phone began to beep and buzz incessantly, like the strange offspring of R2-D2 and a cheap vibrator. (Tim Harford)

  • Why Formula One’s Fastest Team Isn’t Leading The Championship: Ferrari’s Speed Is World-Class. Its Reliability And Strategy? Not So Much. (FiveThirtyEight)