Monday links: overweighting mystery
Tadas Viskanta
Abnormal Returns
19 hours ago
2 MIN READ
November 2025
- The S&P 500 rose 0.25% in November. (on.spdji.com)
- How major asset classes performed in November. (capitalspectator.com)
Markets
- Why Strategy ($MSTR) is establishing an ‘U.S. dollar reserve.’ (sherwood.news)
- Kalshi and Polymarket keep showing strong volume growth. (theblock.co)
- Jane Street is crushing it. (bloomberg.com)
ETFs
- Goldman Sachs ($GS) is buying Innovator Capital Management. (thinkadvisor.com)
- Assets in the iShares Bitcoin Trust ($IBIT) are barely above total inflows. (etf.com)
AI
- Google ($GOOGL) proves OpenAI isn’t the only AI game in town. (downtownjoshbrown.com)
- How meaningful is ChatGPT’s moat? (stratechery.com)
- ChatGPT is now three years old. (semafor.com)
- A look at Cursor’s growth. (wsj.com)
Germany
- Germany is struggling with how to rebuild its defense industry. (theatlantic.com)
- Rheinmetall is set to cash in on Germany’s rearmament. (bloomberg.com)
Economy
- The November ISM manufacturing report shows continued weakness. (bonddad.blogspot.com)
- Real house prices are 3% below their highs. (calculatedriskblog.com)
- How ICE is affecting the economy of Little Village in Chicago. (msn.com)
- Americans are moving less. (axios.com)
Earlier on Abnormal Returns
- Adviser links: instantaneous settlement. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks 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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