Tuesday links: increased concentration
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- 15 stocks that destroyed the most value in the past decade. (morningstar.com)
- Stock market concentration is rising along with wealth concentration. (awealthofcommonsense.com)
Crypto
- The crypto market is seeing a broad-based pullback. (theblock.co)
- Robinhood ($HOOD) feels it has a green-light to expand in crypto and tokenization. (wsj.com)
- How Coinbase ($COIN) maneuvered its way out of SEC problems. (popular.info)
Companies
- Mastering the art of the press release in the age of Trump. (spyglass.org)
- On the parallels between the fracking boom the AI data center boom. (paulkrugman.substack.com)
- Apple ($AAPL) shareholders voted down an anti-DEI proposal (sherwood.news)
Finance
- JP Morgan Chase ($JPM) has private credit envy. (ft.com)
- Some additional thoughts on the Berkshire Hathaway ($BRK.A) annual shareholder letter. (brklyninvestor.com)
Public health
- Fired public officials worked on basic life saving programs, like organ donation. (propublica.org)
- How the demise of USAID will mean unnecessary deaths, per a doctor involved. (time.com)
- The FDA needs more staff, not less. (marginalrevolution.com)
Economy
- The 2-year Treasury and Fed funds rate are trading in line. (capitalspectator.com)
- National home prices, per Case-Shiller, were up 3.9% year-over-year ending in December. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: the Babe Ruth effect. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: dissolving structures. (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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