Wednesday links: narrative liquidity
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- Long term bond yields are rising around the globe. (msn.com)
- Despite a good month, managed futures strategies are struggling in 2025. (rcmalternatives.com)
- A lot has happened in the past 30 years. (awealthofcommonsense.com)
Strategy
- How memory helps investors. (klementoninvesting.substack.com)
- Why pricing power matters. (flyoverstocks.com)
- A collection of 95 Buffett-isms including “When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” (kingswell.io)
Trading
- Jane Street is crushing it. (bloomberg.com)
- As is Hudson River Trading. (bloomberg.com)
- Commodity, primarily oil, trader Vitol is a cash machine. (on.ft.com)
- Google ($GOOGL) has escaped the worst case scenarios from its antitrust case. (wsj.com)
- Apple ($AAPL) and Mozilla are also winners in all this. (spyglass.org)
ETFs
- BlackRock’s ($BLK) iShares now has more than $5 trillion in global AUM. (etf.com)
- The case against ‘boomer candy’ funds. (wealthmanagement.com)
Meat
- As immigrants depart, meat packers are struggling to hire. (ft.com)
- Cattle prices just keep rising. (apolloacademy.com)
Earlier on Abnormal Returns
- Personal finance links: over-optimizing for tomorrow. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the promise of comfort. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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