Monday links: liquidity constraints
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
February 2025
- The S&P 500 returned -1.30% in February 2025. (on.spdji.com)
- How major asset classes performed in February 2025. (capitalspectator.com)
Strategy
- A review of the times when things looked pretty bleak for the stock market. (optimisticallie.com)
- Don’t kid yourself, we are all hopelessly biased. (ritholtz.com)
Crypto
- A strategic reserve of XRP, SOL, ADA, ETH and BTC makes no sense. (blockworks.co)
- There’s really one reason for a ‘strategic’ crypto reserve. (noahpinion.blog)
- The Bitcoin maximalist crowd isn’t happy. (sherwood.news)
Berkshire Hathaway
- What Warren Buffett has said about valuing Berkshire Hathaway ($BRK.A) shares. (newsletter.rationalwalk.com)
- Berkshire has stopped buying back its own shares. (sherwood.news)
AI
- Anthropic just raised another big slug of capital. (techcrunch.com)
- Apple ($AAPL) should outsource SIri to OpenAI. (spyglass.org)
- AI is largely still a hardware business. (tomtunguz.com)
The military
- Is there a benign explanation for firing the military’s top lawyers? (theatlantic.com)
- The U.S. is ‘standing down’ its cyber defense against Russian cyber offensives. (gizmodo.com)
- It’s now up to Europe to support Ukraine, militarily. (paulkrugman.substack.com)
The UK
- Global investors HATE small cap UK stocks. (ft.com)
- The UK has expensive housing AND expensive energy. (theatlantic.com)
- It’s hard to live in London without family money. (standard.co.uk)
Economy
- The good producing sector is flatlining. (bonddad.blogspot.com)
- Unsold housing inventory is on the rise. (wsj.com)
- You can’t just exclude government spending from GDP. (axios.com)
Earlier on Abnormal Returns
- Adviser links: hitting resistance. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
