Thursday links: messy people run businesses too
Tadas Viskanta
Abnormal Returns
8 hours ago
2 MIN READ
Strategy
- Why stocks can fall for no obvious reason. (morningstar.com)
- Your choice of language, and graphs, greatly affect how you think about investing. (portfoliocharts.com)
- Tim Harford, “Betting on the future can protect us from risk, and it can make us smarter about risk too. But it can also corrode and corrupt.” (timharford.com)
Charles Schwab
- Charles Schwab ($SCHW) has launched spot Bitcoin and Ethereum trading to select retail clients. (theblock.co)
- How Charles Schwab ($SCHW) plans to use AI to service clients. (wealthmanagement.com)
IPOs
- The IPO pop is back. Cerebras ($CRBS) opens at a big premium. (cnbc.com)
- Index rule changes show we live in a new world. (axios.com)
- Barry Ritholtz talks with Dave Nadig about the SpaceX IPO and its effect on market indices. (ritholtz.com)
Finance
- There is a bull market in space-themed ETFs. (etf.com)
- When do BDCs becoming ‘screaming bargains’? (institutionalinvestor.com)
- How real is the NYC-to-Miami finance exodus? (ft.com)
- The SDNY is essentially giving white collar criminals a get out of jail free card. (ft.com)
Data centers
- A Utah county has approved construction of one of the world’s largest data centers despite widespread opposition. (theguardian.com)
- Australia is requiring new data centers to fund renewable energy. (thecooldown.com)
Food
- Why bagels are seemingly everywhere these days. (wsj.com)
- How slop bowls took over lunch. (esquire.com)
- India has a Diet Coke shortage. (nbcnews.com)
Economy
- How the immigration crackdown is showing up in employment data. (bonddad.blogspot.com)
- Derek Thompson talks with Alex Imas about why AI won’t cause a jobs apocalypse. (podcasts.apple.com)
- How defense spending affects the economy. (klementoninvesting.substack.com)
Earlier on Abnormal Returnsw
- Higher prices, not just inflation, will affect consumer sentiment for years to come. (abnormalreturns.com)
- Longform links: descriptive representation. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: your specific circumstances. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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