Monday links: spending to stay in place
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Commodities
- Commodities are off to a strong start this year. (capitalspectator.com)
- Gold topped $5000 per ounce for the first time ever. (sherwood.news)
- Central banks keep snapping up gold. (mrzepczynski.blogspot.com)
Crypto
- Bitmine ($BMNR) is buying more Ethereum. (theblock.co)
- Strategy ($MSTR) is buying more Bitcoin. (theblock.co)
Corporate finance
- A potential downside of family control – persistent valuation discounts. (oldroperesearch.substack.com)
- A profile of David Sokol who was poised to be Warren Buffett’s eventual replacement. (wsj.com)
Companies
- How Taiwan Semi ($TSM) is a brake on the AI bubble. (stratechery.com)
- Did you know Zoom ($ZM) has a stake in Anthropic? (barrons.com)
- Tech CEOs are noticeably silent. (axios.com)
Fund management
- Vanguard now manages more than $1 trillion in assets outside the U.S. (ft.com)
- The reasoning behind management fees for alternative assets has changed over time. (cashandcarried.substack.com)
Defense
- Mark Hertling, “Greenland’s military value is not hypothetical. It is already embedded in NATO’s security architecture.” (thebulwark.com)
- China is focusing on killer drone swarms. (wsj.com)
- Europe is rushing to rebuild its defense industries. (wsj.com)
Economy
- Jerusalem Demsas, “The decay of the rule of law will inevitably destroy the market order.” (theargumentmag.com)
- When will know when the manufacturing renaissance has arrived? (agglomerations.substack.com)
- Goodwill is expanding stores across the U.S. as affordability issues bit. (nytimes.com)
- Health care industry hiring has slowed. (axios.com)
Earlier on Abnormal Returns
- Adviser links: the math of wealth. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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