Wednesday links: the effect of de-globlization
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
ETFs
- Private shares in a public ETF: the case of the ERShares Private-Public Crossover ETF ($XOVR) (morningstar.com)
- Leveraged ETFs are not for holding long-term. (theblock.co)
Big Tech
- Apple ($AAPL) is finally replacing Qualcomm ($QCOM) modems. (macworld.com)
- Microsoft ($MSFT) is letting Softbank take the lead with OpenAI. (spyglass.org)
- Amazon ($AMZN) Alexa+, powered by AI, is coming. (wired.com)
GLP-1s
- Eli Lilly ($LLY) is investing big in U.S.-based manufacturing capacity. (biopharmadive.com)
- More options for GLP-1 users are coming to market. (cnbc.com)
- What now for Him & Hers ($HIMS)? (sherwood.news)
Tesla
- SpaceX and Tesla ($TSLA) have received at least $38 billion in government contracts, loans, subsidies and tax credits. (wapo.st)
- Tesla ($TSLA) may have to name the federal government as a related party. (wsj.com)
Netflix
- YouTube is Netflix’s ($NFLX) biggest competitor for eyeballs. (sherwood.news)
- Netflix ($NFLX) has dipped its toe into physical entertainment spaces. (sherwood.news)
Earlier on Abnormal Returns
- Personal finance links: changing circumstances. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the Babe Ruth effect. (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
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.
