Friday links: doing the right things well
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Strategy
- The first goal of investing is survival. (awealthofcommonsense.com)
- Sometimes a basket trade just makes sense. (oldroperesearch.substack.com)
- Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com)
Fund management
- Paying a premium for closed-end pre-IPO funds has been a losing proposition. (pitchbook.com)
- Nobody really needs growth or value index funds. (wsj.com)
- Alternatives managers are pushing hard to put their products into model portfolios. (pitchbook.com)
Robotics
- Humanoid robot maker Unitree Robotics went public in China. (nytimes.com)
- Is it possible to build China-free humanoid robots? (wired.com)
Food
- Whole Food’s (price) reputation is changing. (linkedin.com)
- Dairy-free milk volume is falling off. (bloomberg.com)
- How Pringles are made. (wsj.com)
- Why Talenti got worse. (nytimes.com)
Data centers
- The localities where data centers are getting built with little or no public input. (wsj.com)
- Despite all the talk, new data centers are largely powered by natural gas. (nytimes.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Housing
- Berkshire Hathaway ($BRK.A) is now the country’s fourth largest home builder. (finance.yahoo.com)
- We can build data centers, but not housing. (apollo.com)
- Will the 21st Century ROAD to Housing Act actually boost housing? (construction-physics.com)
- Washington DC’s luxury housing market is on fire. (wsj.com)
- What is Zuck building on Kauai? (wired.com)
Economy
- The July NFP showed an unexpected drop in jobs. (npr.org)
- Wage growth keeps falling. (paulkrugman.substack.com)
- Is the price of a less verbose Fed more rate volatility? (morningstar.com)
Earlier on Abnormal Returns
- Part 1 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com)
- Part 2 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: pleasure-free decadence. (abnormalreturns.com)
Mixed media
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