Friday links: seeing the future
Tadas Viskanta
Abnormal Returns
7 days ago
2 MIN READ
Markets
- The Taiwan dollar is soaring in value. (bloomberg.com)
- China is diversifying away from US Treasuries but there are only so many places they can go. (ft.com)
Strategy
- Beware analysts espousing certainty. (klementoninvesting.substack.com)
- Who are you listening to? (spilledcoffee.co)
Media
- Why Wall Street types love JC Chandor’s ‘Margin Call.’ (semafor.com)
- New York Magazine is now publishing one of its daily newsletters on Substack. (niemanlab.org)
- RIP, your LinkedIn feed. (bloomberg.com)
Crypto
- Stablecoin usage is growing. (netinterest.co)
- Rinse, repeat. Strategy ($MSTR) is selling more stock in order to buy more Bitcoin. (ft.com)
- Some 43% of Robinhood ($HOOD) transaction revenue come from crypto. (blockworks.co)
Conflicts of interest
- The many ways the Trump family has profited in the first 100 days. (axios.com)
- David Yaffe-Bellany, “The role of USD1 in Binance’s deal with MGX provides major financial support to World Liberty.” (nytimes.com)
- Freight Technologies ($FRGT) is buying $TRUMP coin. (theblock.co)
Apple
- Apple’s ($AAPL) Q2 earnings call ‘just felt off.’ (spyglass.org)
- Apple’s ($AAPL) Q2 earnings in chart form. (sixcolors.com)
Berkshire Hathaway
- 10 questions for the Berkshire Hathaway ($BRK.A) annual shareholder meeting. (morningstar.com)
- Warren Buffett has publicly been pretty quiet of late. (wsj.com)
Dining
- The Starbucks ($SBUX) turnaround isn’t here yet. (sherwood.news)
- Subway keeps shrinking its store footprint. (qsrmagazine.com)
- Don’t kid yourself. Eating outside is overrated. (gq.com)
Sports
- Wrexham AFC is stepping up a league and a financial class. (frontofficesports.com)
- It take deep pockets to succeed in horse racing. (sportico.com)
- Can a new rapid-fire format turn chess into a spectator sport? (sportico.com)
- How F1 got a foothold in America. (wsj.com)
Economy
- The April NFP report showed a rise of 177k jobs and a 4.2% unemployment rate. (calculatedriskblog.com)
- Still no major signs of weakness in the labor report. (bonddad.blogspot.com)
- Transportation and warehousing boomed. (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: censorship solves nothing. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: economic surrealism. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
Mixed media
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