Monday links: opposing a bubble
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- Higher for longer is the theme going into 2025. (apolloacademy.com)
- There’s large cap growth stocks in the U.S., and then everything else. (awealthofcommonsense.com)
- Global diversification is doing what it is supposed to do. (disciplinefunds.com)
Crypto
- Is quantum computing an existential threat to Bitcoin and other cryptocurrencies? (wsj.com)
- Where does the Hawk Tuah memecoin scandal stand? (rollingstone.com)
Old school
- Xerox ($XRX) is buying privately held Lexmark. (barrons.com)
- Nordstrom ($JWM) is finally going private. (axios.com)
The Container Store
- The Container Store ($TCS) has filed for bankruptcy. (axios.com)
- The Container Store never should have gone public. (herbgreenberg.com)
Private credit
- Why Blackrock ($BLK) is spending $12 billion to buy private credit manager HPS. (on.ft.com)
- Private credit is planning to take bigger chunk of the overall credit markets. (advisorperspectives.com)
Scammers
- Online scammers are only getting more sophisticated. (nextavenue.org)
- Banks don’t want to held further accountable for elder financial abuse. (fa-mag.com)
Economy
- Ten economic questions for 2024 including ‘What will happen with house prices in 2025?’
(calculatedriskblog.com) - Ten risks for 2025 including the introduction of tariffs. (apolloacademy.com)
Earlier on Abnormal Returns
- Adviser links: people vs. systems. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
- Om Malik, “None of the media business models will work in the future — neither advertising nor paywalls.” (om.co)
- News outlets should be owned by people who actually care about quality journalism. (daringfireball.net)
- Large swaths of the media are falling in line with the new administration. (axios.com)
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