Wednesday links: signs of life
Tadas Viskanta
Abnormal Returns
10 hours ago
2 MIN READ
June 2026
- The S&P 500 fell 0.95% in June 2026. The Smallcap 600 was up 7.29%. (on.spdji.com)
- How major asset classes performed in June 2026. (capitalspectator.com)
- Technology stocks now make up a record share of the S&P 500. (morningstar.com)
- Semiconductor stocks had their best quarter ever. (axios.com)
Strategy
- Do we need to be worried about stock market leverage? (awealthofcommonsense.com)
- The math behind Bobby Bonilla Day. (ritholtz.com)
IPOs
- Bending Spoons ($BSP) is now public. (axios.com)
- Signs of life in SPAC land. (pitchbook.com)
- Lime ($LIME) is now public. (ft.com)
Companies
- Meta ($META) now wants to sell compute. (semafor.com)
- Nippon Steel isn’t exactly investing bigly in US Steel. (axios.com)
- Microsoft ($MSFT) is making bank in Ireland. (wsj.com)
Finance
- How BDC managers dealt with Medallia before its bankruptcy. (ft.com)
- Corporate pensions are fully funded again for the first time in almost two decades. (apollo.com)
Hedge funds
- Paul Singer’s Elliott Management has recently spawned a slew of offshoots. (giftarticle.ft.com)
- AI lab, EquiLibre Technologies algorithms are being used to trade stocks. (techcrunch.com)
Conflicts of interest
- Donald Trump cleaned up on crypto in 2025. (nbcnews.com)
- Trump cut a deal with Kazakhstan over minerals. The Lutnick and Trump families will benefit. (nytimes.com)
- Suspicious timing for another Trump stock purchase. (cnbc.com)
Economy
- Manufacturing is holding up headed into the second half of the year. (bonddad.blogspot.com)
- Is AI adoption actually driving more hiring?!? (bigtechnology.com)
- Why has labor share fallen since Covid? (libertystreeteconomics.newyorkfed.org)
Earlier on Abnormal Returns
- Personal finance links: playing status games. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: symmetric deviations. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor or in the wealth management business? Sign up for our exclusive, weekly Talking Wealth newsletter. (talkingwealthpod.com)
Mixed media
- The Bicentennial was a nationwide phenomenon. The semiquincentennial seemingly is not. (theatlantic.com)
- DOGE cut funding for localities to celebrate America 250. (notus.org)
- How a missing comma changes the meaning of the Declaration of Independence. (experimentalliving.substack.com)
- Pride in America, among Americans, is falling. (flowingdata.com)
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