Wednesday links: making cool stuff
12 hours ago
2 MIN READ
Strategy
- Even when you are ‘doing nothing’ when investing you are ‘doing something.’ (behaviouralinvestment.com)
- Most of the time the stock market goes up. (awealthofcommonsense.com)
Companies
- Is OpenAI still on track to go public in 2026? (morningstar.com)
- For better or worse, Palantir ($PLTR) is viewed as a MAGA affiliate. (ft.com)
- Jeff Bezos’ Blue Origin raised outside capital at a $130 billion valuation. (cnbc.com)
SK Hynix
- Tim Culpan, “SK Hynix’s operations in China are deeper and broader than many realize.” (culpium.com)
- A tale of the tape: SK Hynix is listing in the U.S. (morningstar.com)
Global
- How Trump tariffs reshuffled global trade relationships. (klementoninvesting.substack.com)
- America’s great power relied on its network of allies. That is going away. (danieldrezner.substack.com)
- Crypto makes evading economic sanctions easier for outlaw nations. (wsj.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
ACA
- ACA premiums are set to jump (big) next year. (axios.com)
- Where ACA enrollment is falling fastest. (axios.com)
Economy
- Why gasoline prices fall slower than oil prices. (newsletter.platypuseconomics.com)
- You can only bend the will of the market for so long. (semafor.com)
Earlier on Abnormal Returns
- Personal finance links: buying permission. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: data quality. (abnormalreturns.com)
Mixed media
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