Wednesday links: the fullness of time
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
- The stock market is having its two best back-to-back years since the Dotcom boom. (sherwood.news)
- Americans are wicked bullish. (axios.com)
- Markets are, for now, shrugging off tariff threats. (sherwood.news)
Fund management
- How a portfolio manager allocates trades matters. (morningstar.com)
- Tom Lee’s Granny Shots US Large Cap ETF ($GRNY) is live. (msn.com)
Microstrategy
- Microstrategy ($MSTR) owns more Bitcoin than China or the U.S. governments. (sherwood.news)
- Microstrategy ($MSTR) math doesn’t math. (theblock.co)
Apple
- Apple ($AAPL) has the luxury of being a fast follower. (macworld.com)
- Apple’s ($AAPL) television ads have jumped the shark. (sherwood.news)
- What a pair of shoes inspired by the Apple ($AAPL) running shoe emoji looks like. (theverge.com)
Bluesky
- How Bluesky has emerged as the Twitter replacement. (cnbc.com)
- AI researchers are already scraping Bluesky. (404media.co)
- How Bluesky verification could work. (techcrunch.com)
F1
- A Cadillac-branded team is joining the Formula One grid. (npr.org)
- Importantly, without Michael Andretti on board. (arstechnica.com)
- Megan Schuster talks with Scott Mitchell-Malm about what Cadillac bring to F1. (theringer.com)
China
- China has plenty of levers to pull in a trade war. (nytimes.com)
- China is willing to spend big to hire Western tech talent. (wsj.com)
- Shanghai was set to be a global financial center. No more. (on.ft.com)
Economy
- Corporate profits stalled out in Q3 2024. (bonddad.blogspot.com)
- Weekly initial unemployment claims are bouncing along the bottom. (calculatedriskblog.com)
- Companies have already boosted their imports. (ft.com)
- Matthew Klein talks with Austan Goolsbee, the president of the Federal Reserve Bank of Chicago. (theovershoot.co)
Earlier on Abnormal Returns
- Personal finance links: a boring portfolio. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: betting on lottery tickets. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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