Thursday links: disorder and randomness
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- The chances of you successfully timing the market based on macro stuff is slim. (awealthofcommonsense.com)
- Would you invest in Norway’s sovereign wealth fund if you could? (ft.com)
Berkshire Hathaway
- Geico was the star of Berkshire Hathaway’s ($BRK.A) 2024 results. (newsletter.rationalwalk.com)
- Berkshire’s portfolio highlights the impact of a few key positive outliers. (novelinvestor.com)
Startups
- Stripe was recently valued at $91.5 billion in a share tender offer. (cnbc.com)
- Don’t hold your breath for a wave of IPOs. (axios.com)
Finance
- Capital cycles can take years to play out. (flyoverstocks.com)
- The FTX bankruptcy was the most expensive since Lehman Bros. (bnnbloomberg.ca)
Eggs
- Is bird flu the only reason for rising egg prices? (nytimes.com)
- Why were eggs as cheap as they were? (theatlantic.com)
Economy
- Weekly initial unemployment claims jumped last week. (bonddad.blogspot.com)
- Real home prices are a touch below the 2022 peak. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Longform links: shouldering more costs. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: changing circumstances. (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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