
Monday links: an antidote to insincerity
3 weeks ago
2 MIN READ
Markets
- Has equity market sentiment gotten too frothy? (sherwood.news)
- It doesn’t mean corrections can’t happen, but It’s hard to find fault with this market rally. (joefahmy.com)
Crypto
- Robinhood ($HOOD) is launching tokenized US equities in Europe. (theblock.co)
- The UK companies that are jumping on the Bitcoin treasury bandwagon. (ft.com)
Private credit
- Not everyone is happy about the growth in private credit. The case of Sixth Street, (wsj.com)
- Equity-centric hedge funds want in on the private credit boom. (ft.com)
- Why would a company like Meta ($META) need outside funding to build data centers? (paulkedrosky.com)
Venture capital
- Auren Hoffman, “Venture capital firms never take their own advice.” (auren.substack.com)
- ‘Ultra-unicorns’ are increasingly a thing. (news.crunchbase.com)
- How to be useful as a VC. (investing101.substack.com)
Global
- Global fertility is falling faster than expected. (theatlantic.com)
- The U-shaped happiness curve has disappeared in Europe. (nber.org)
Economy
- Keep an eye on real spending on goods. (bonddad.blogspot.com)
- Americans are staying jobless, longer. (sherwood.news)
- Why its harder today for teenagers to get a summer job. (nytimes.com)
Earlier on Abnormal Returns
- Adviser links: assessing alternative demand. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The top 10 clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (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.