
Thursday links: the next fat pitch
2 days ago
2 MIN READ
Markets
- S&P 500 concentration keeps ticking higher. (apolloacademy.com)
- Younger generations in Japan are getting drawn into investing. (economist.com)
Crypto
- Strategy ($MSTR) keeps adding new layers of financial complexity. (ft.com)
- Justin Sun is buying more $TRUMP. (sherwood.news)
Fund management
- Are all funds going to end up onchain? (blockworks.co)
- Merger arbitrage investors are waiting for more deals to come down the pike. (finance.yahoo.com)
- Hunterbrook Global has been valued at $100mn after a recent fundraising. (ft.com)
Mag 7
- Another indication that Tesla ($TSLA) has a governance problem. (nytimes.com)
- Meta ($META) just bought a stake in eyeglass maker EssilorLuxottica SA. (cnbc.com)
- It is time for a leadership change at Apple ($AAPL)? (spyglass.org)
Drones
- Russia has dramatically increased its drone output. (wsj.com)
- The Pentagon is coming to terms with its drone deficiencies. (nytimes.com)
- How fiber optic drones work on the battlefield. (wsj.com)
Economy
- If the Fed cut rates, by a lot, it would probably backfire. (axios.com)
- Where housing inventory is headed higher. (fastcompany.com)
Earlier on Abnormal Returns
- Longform links: a clear connection. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a deep respect for time. (abnormalreturns.com)
- Newer, cheaper, better isn’t always. (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.