Wednesday links: the worst thing ever
17 hours ago
2 MIN READ
Markets
- Even after 2025, large cap stocks still lead the way over the past 10 years. (awealthofcommonsense.com)
- The last time emerging markets led global markets, it was 2017. (novelinvestor.com)
Finance
- The U.S. Treasury basis trade is big and growing. (ft.com)
- Newly public Wealthfront ($WLTH) has some issues. (riabiz.com)
Prediction markets
- Why Kalshi and Polymarket still differ in the U.S. (ft.com)
- Is listing contracts on military actions a good idea? (bloomberg.com)
Iran
- Iran may be crushing dissent, but it’s financial problems remain. (wsj.com)
- The U.S. has little effective influence over Iran. (danieldrezner.substack.com)
Housing
- The housing market is slowly loosening up. (axios.com)
- Why so few LA area houses have been rebuilt from the fires. (grist.org)
- Why the costs of replacing a roof are going up, think immigration. (nytimes.com)
- Why do elevators cost so much more in the U.S.? (youtube.com)
Economy
- Workers took their smallest share of GDP since 1947. (fortune.com)
- How grocery prices have changed in the past year using 114 items at Walmart. (npr.org)
Earlier on Abnormal Returns
- Personal finance links: creating capital. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: earnings uncertainty. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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