Wednesday links: deluded portfolio managers
Tadas Viskanta
Abnormal Returns
9 hours ago
2 MIN READ
Markets
- A history of stock market pullbacks. (awealthofcommonsense.com)
- If gold isn’t a safe haven, what is it? (ft.com)
- The market is putting pressure on Trump. (axios.com)
Private assets
- Retail investors are kinda predictable. (morningstar.com)
- Investors can’t get enough of the Fundrise Innovation Fund ($VCX) which owns takes in Anthropic, SpaceX and OpenAI. (sherwood.news)
Companies
- Everybody knows Elon wants to merge Tesla ($TSLA) with SpaceX. So why hasn’t he? (sherwood.news)
- Pinduoduo ($PDD) holds A LOT of cash on the balance sheet. (ft.com)
- What a standalone Siri app could do. (spyglass.org)
Voting
- Milan Singh, “Voters having faith in the system matters, just as making voting broadly accessible matters.” (theargumentmag.com)
- How did Kansas’ ‘proof of citizenship’ voting law turn out? (nytimes.com)
- Trump just voted by mail. (nbcnews.com)
Economy
- The economic pain of the Iran war will hit disproportionately outside the U.S. (noahpinion.blog)
- How will higher gasoline prices be reflected in CPI? (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Personal finance links: inside the slowdown. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: not the same thing. (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.
