Friday links: empowering acts
Tadas Viskanta
Abnormal Returns
7 days ago
2 MIN READ
Strategy
- Why the math behind picking winning stocks is so challenging. (tker.co)
- Illiquidity and a bubble are a bad combination. (harveysawikin.substack.com)
- Five insights from David Gardner’s book “Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth.” (nextbigideaclub.com)
ETFs
- Leverage isn’t free. A look at the hidden costs of levered ETFs. (wsj.com)
- The ETF industry has seen more than $900 billion in inflows this year. (wsj.com)
Real estate
- New York City office vacancy rates are at five-year lows. (nypost.com)
- The immigrant exodus is hitting South Florida’s housing market. (wsj.com)
Nuclear
- Gregor Macdonald, “Wind and solar have trounced nuclear in the market for new generation—and again, this is final, this will never change; the race was over long ago.” (coldeye.earth)
- Modular nuclear power startup stocks have gotten ahead of themselves. (semafor.com)
- What Americans think of nuclear power. (betonit.ai)
Economy
- Alternate measures show jobs growth slowing. (bonddad.blogspot.com)
- Los Angeles’ entertainment economy is struggling. (wsj.com)
- A well-functioning economy needs a well-functioning labor market. (agglomerations.substack.com)
Earlier on Abnormal Returns
- Podcast links: the AI build out. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: an exit strategy. (abnormalreturns.com)
- Be more human, because the alternative is taken. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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