Monday links: market mind-reading
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- The S&P 500 has already hit 50 all-time highs in 2024. (apolloacademy.com)
- Stocks favored by retail are having a moment. (sherwood.news)
- It’s not just stocks that are near their highs. (awealthofcommonsense.com)
Crypto
- Anything Bitcoin-related is rallying. (sherwood.news)
- Crypto’s big bet on Trump paid off. (bloomberg.com)
- Microstrategy ($MSTR) purchased more Bitcoin. (theblock.co)
- FTX is not done trying to clawback losses. (theverge.com)
Finance
- Merger arbitrage funds are looking forward to a smoother ride under a Trump administration. (wsj.com)
- Renewable energy tax credits are at-risk in a new administration. (sherwood.news)
ETFs
- ETF innovation is now coming for a new sector: the exchange fund. (theirrelevantinvestor.com)
- The Fundstrat Granny Shots US Large Cap ETF ($GRNY) has launched. (etf.com)
Venture capital
- Seed investors are being asked to hold onto their shares even longer. (hunterwalk.com)
- Which is why continuation funds have come to venture capital. (institutionalinvestor.com)
- On the prospects of more IPOs in the Trump administration. (tomtunguz.com)
Global
- Why Taiwan Semi ($TSM) has halted advanced chip sales to China. (scmp.com)
- The UAE is pouring money into African investments. (wsj.com)
- Russia has an inflation problem. (ft.com)
- Ukraine is struggling to keep the lights on. (wsj.com)
- Russia didn’t bother hiding its election interference activities. (nytimes.com)
Election
- The many factors behind the election results. (downtownjoshbrown.com)
- It wasn’t inflation, but perceptions of inflation that drove voting changes. (ft.com)
- How political success leads to failure. (scottsumner.substack.com)
Economy
- Suppressing inflation would have its own consequences. (optimisticallie.com)
- Big trends swamp anything the Trump administration can do on the energy front. (coldeye.earth)
- The impact of proposed Trump policies is economic pain. (danieldrezner.substack.com)
Earlier on Abnormal Returns
- Adviser links: losing focus. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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