Sunday links: a quiet crackup
Tadas Viskanta
Abnormal Returns
1 day ago
3 MIN READ
Markets
- Does it matter if the stock market actually falls 20%? (tker.co)
- American households own a lot of stock. (thesandboxdaily.com)
- FOMO is real. How to sidestep it. (humbledollar.com)
Crypto
- A growing number of companies hold a substantial percentage of Bitcoin outstanding. (on.ft.com)
- Texas Governor Greg Abbott signed a bill establishing a strategic Bitcoin reserve. (theblock.co)
- How Circle ($CRCL) makes money. (gizmodo.com)
Finance
- SPACs are back! (ft.com)
- When VCs have a lot of capital to put to work, they can make some questionable decisions. (investing101.substack.com)
Manufacturing
- China has a manufacturing (profitability) problem. (noahpinion.blog)
- Would you want Uncle Sam on your company’s board? U.S. Steel will soon find out. (riskgaming.com)
Housing
- Jess Remington, “The housing crisis in America isn’t just about building more — it’s about building in the right places.” (agglomerations.substack.com)
- What happens if sprawl in the Sun Belt dries up? (slate.com)
Warfare
- Why the U.S. is uniquely at-risk of attacks from within using drones and other technologies. (theatlantic.com)
- Why Western democracies are pretty good at war-making. (noahpinion.blog)
- Hardware, including defense, is getting a boost from VCs. (wsj.com)
- Totaling up the damage war has caused in Ukraine. (visualcapitalist.com)
Iran
- Why Israel attacked Iran when it did. (unchartedterritories.tomaspueyo.com)
- Conflicts can have all sorts of unintended consequences. (programmablemutter.com)
- Prior to yesterday, Americans were opposed to war with Iran. (gelliottmorris.com)
- What is Israel’s next move? (unchartedterritories.tomaspueyo.com)
Social Security
- What did DOGE accomplish and/or break at Social Security? (nytimes.com)
- Social Security’s finances are worsening. (axios.com)
- SSA has stopped reporting call wait times. (msn.com)
Conflicts
- The many ways Trump is cashing in on his name. (axios.com)
- The second Trump administration has thrown aside any notion of ethical obligations. (theguardian.com)
- American Bitcoin represents a conflict for the Trump family. (msn.com)
- Side with Trump, get a federal judgeship. (politico.com)
Health policy
- Checking in on areas where Medicaid cuts could hit hardest. (npr.org)
- The new vaccine regime at HHS is likely to see fewer shots and more disease. (arstechnica.com)
- How cuts to USAID are playing out in Africa. (nytimes.com)
Economy
- Would a recession put a dent into the spending of the top 1%? (awealthofcommonsense.com)
- Economic expansions most often die due to exogenous shocks. (bonddad.blogspot.com)
- The Fed is behind the curve. (disciplinefunds.com)
- CPI data quality is in decline. (apolloacademy.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (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.
