Sunday links: accelerating abnormalities
Tadas Viskanta
Abnormal Returns
23 hours ago
2 MIN READ
Markets
- The speed of the move in semiconductor stocks is stunning. (howardlindzon.com)
- Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com)
Finance
- Why Jane Street is betting big on AI. (wsj.com)
- Bain Capital’s buyout of Kioxia, the former Toshiba Memory, is a historic win. (ft.com)
SpaceX
- MSCI gave SpaceX ($SPCX) its lowest ESG score. (giftarticle.ft.com)
- SpaceX ($SPCX) scored investment grade ratings from Moody’s, Fitch and S&P Global. (finance.yahoo.com)
- Leveraged ways to bet on SpaceX ($SPCX) are already ubiquitous. (cnbc.com)
- SpaceX ($SPCX) is as much an idea as a company. (theatlantic.com)
Companies
- Even fast-growing companies are facing pressure to do more fewer less people. (gettheleverage.com)
- Company moats are not forever. (investing101.substack.com)
Prediction markets
- Be wary of videos of people claiming they are making bank on Polymarket. (wsj.com)
- Charles Schwab ($SCHW) is teaming with CBOE ($CBOE) for contracts tied to the SP& 500. (theblock.co)
Law and order
- Serving on a jury is a boost to your civic feelings. (phys.org)
- The Trump administration considered suspending habeas corpus. (nytimes.com)
- When prosecutors are overwhelmed they dismiss more cases. (theconversation.com)
Government
- What’s the story behind all those trades in Trump’s accounts? (nytimes.com)
- The administration is quietly killing DACA. (thebulwark.com)
- Why Pete Hegseth blocked the promotion of Rear Adm. Stephen D. Barnett. (nytimes.com)
- The algae-filled Lincoln Memorial Reflecting Pool is now everyone’s problem. (defector.com)
- Juneteenth persists. (axios.com)
Economy
- How stretched is the American consumer? (economist.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (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.
