Thursday links: making companies possible
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Private assets
- How worried should investors be about crowding in the private credit market? (morningstar.com)
- Will standard disclosures be enough for first-time investors in private assets? (institutionalinvestor.com)
ETFs
- The Vanguard S&P 500 ETF ($VOO) has now surpassed the SPDR S&P 500 ETF ($SPY). (sherwood.news)
- The iShares Bitcoin Trust ETF ($IBIT) has become quite the profit engine for Blackrock ($BLK). (ft.com)
Integrity
- How to evaluate management integrity. (flyoverstocks.com)
- Business leaders have lost the thread on the principles of a free and open society. (srajagopalan.substack.com)
- The SEC used to investigate stuff like this. (linkedin.com)
Offices
- There’s nothing simple about redeveloping older office buildings. (wsj.com)
- New York City is seeing more interest in office-to-residential conversions. (nypost.com)
Russia
- Ukraine has put a sizable dent in Russia’s oil refining capacity. (businessinsider.com)
- More evidence that Russia is deliberately targeting Ukrainian civilians. (wsj.com)
Farming
- American farmers are panicking about China’s soybean purchasing halt. (wsj.com)
- American farmer sentiment isn’t great. (econbrowser.com)
- Farmers need more than a hasty bailout. (bloomberg.com)
- Cowbells have been swapped for high tech, AI-enabled, collars. (nytimes.com)
The wealth effect
- How much the stock market has added to U.S. household wealth since 2022. (sherwood.news)
- How much is the wealth effect driving the U.S. economy? (economist.com)
- What is the opposite of the wealth effect? (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: the great paradoxes of life. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: rest-of-your life decisions. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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