Monday links: a captured agency
1 day ago
2 MIN READ
May 2026
- The S&P 500 returned 5.26% in May 2026. (on.spdji.com)
- How major asset classes performed in May 2026. (capitalspectator.com)
IPOs
- Anthropic has filed to go public. (techcrunch.com)
- Investors are finding new ways to get into pre-IPO shares. (bloomberg.com)
ETFs
- Does the world really need prediction market-based ETFs? (morningstar.com)
- Who’s the target market for target date corporate bond ETFs? (obliviousinvestor.com)
Berkshire Hathaway
- Max Anderson, “Buffett built his legacy not just through genius investing, but through developing a reputation for doing business the right way.” (theweekendreader.substack.com)
- Berkshire Hathaway ($BRK.A) is buying Taylor Morrison ($TMHC). (finance.yahoo.com)
AI
- Canary Data, makes AI software for professional financial analysts and investors. (wsj.com)
- How Schneider Electric uses AI. (nytimes.com)
- How StockTwits uses AI. (howardlindzon.com)
Europe
- Why Spain’s economy is outperforming. (theatlantic.com)
- How Germany lost its way. (nytimes.com)
- Europe needs immigrants. (unchartedterritories.tomaspueyo.com)
Economy
- How politics has infected consumer sentiment data. (stayathomemacro.substack.com)
- AI is driving manufacturing spending. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: inordinate time. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What you missed last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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