Friday links: watching other investors
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Crypto
- Memecoins are not securities, per the SEC. (cnbc.com)
- Blackrock ($BLK) is adding an allocation to its iShares Bitcoin Trust ETF ($IBIT) in portfolios that allow it. (bloomberg.com)
- The SEC has paused actions against Justin Sun, prominent backer of the World Liberty Financial crypto project. (cnn.com)
Companies
- Meta ($META) is unbundling again. (spyglass.org)
- Nvidia’s ($NVDA) customer base is highly concentrated. (sherwood.news)
- Who is the Apple ($AAPL) iPhone 16e for? (daringfireball.net)
- RIP, Skype. (om.co)
Finance
- Berkshire Hathaway ($BRK.A) has been warning about the risks of extreme weather for years. (morningstar.com)
- Booz Allen Hamilton ($BAH) is uniquely at-risk from DOGE cuts. (wsj.com)
ETFs
- Philip Coggan, “Perhaps the ETF sector is best seen as a maturing industry where the basic product is repackaged to give consumers a much wider choice.” (on.ft.com)
- More managed futures ETFs are coming to market. (bloomberg.com)
$PRIV
- The SPDR SSGA Apollo IG Public & Private Credit ETF ($PRIV) is here. What to know. (morningstar.com)
- Good luck figuring out what is actually in this new ETF. (outerbeachconor.substack.com)
Real estate
- Austin, TX rents are well off their peak. (msn.com)
- Chicago is seeing a bit of a rebound in office building sales. (cresa.com)
The IRS
- The IRS is planning to close 110 taxpayer assistance offices. (washingtonpost.com)
- Fewer IRS workers means lower tax revenue. (bloomberg.com)
Vaccines
- The HPV vaccine is having a big impact on cervical cancer prevention. (statnews.com)
- The FDA has cancelled a meeting to select flu strains for next season. (nbcnews.com)
- The administration is more interested in vaccinating chicken than people. (econbrowser.com)
- Vaccines are a collective effort. (scientificamerican.com)
Economy
- The January PCE price index increased 2.5% year-over-year. (calculatedriskblog.com)
- When will rising policy uncertainty start affecting investment decision making? (paulkrugman.substack.com)
- A look at Q1 2025 GDPNow numbers. (cnbc.com)
Earlier on Abnormal Returns
- Podcast links: the reading recession. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: shouldering more costs. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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