Sunday links: a storytelling machine
Tadas Viskanta
Abnormal Returns
4 weeks ago
3 MIN READ
Markets
- Markets are always filled with contradictory data. (tker.co)
- Why are mortgage rates higher than when the Fed started lowering interest rates? (wsj.com)
- No one can consistently call market tops and bottoms. (awealthofcommonsense.com)
Crypto
- Revolution be damned, Bitcoin is now just another asset class. (theatlantic.com)
- Microstrategy ($MSTR) fans have turned Michael Saylor into a celebrity/savior. (wsj.com)
- Tether has invested in video service Rumble. (reuters.com)
Companies
- 2024 was a big year for CEO turnover. (axios.com)
- The post-election rally in Tesla ($TSLA) stock is all Elon-related. (msn.com)
Fund management
- Global bond funds took in more than $600 billion in assets in 2024. (on.ft.com)
- 2024 was a big year for mutual fund to ETF conversions. (etf.com)
- There’s really only one reason why Wall Street is pushing alternative investments onto individual investors, and it rhymes with fees. (wsj.com)
National security
- Domestic labor shortages are now a national-security problem. (wsj.com)
- The war in Ukraine highlighted the deficiencies in America’s ability to build weapons. (theatlantic.com)
- Ukraine’s defense companies are innovating like crazy. (wsj.com)
- Taiwan is building up its own drone industry. (politico.eu)
Supreme Court
- The Supreme Court will brook no outside dissent. (wsj.com)
- Clarence Thomas is the king of undisclosed paid trips. (npr.org)
Immigration
- This study shows immigrants have a much lower crime rate than native born Americans. (dianeravitch.net)
- Mark Zuckerberg was once proudly pro-immigrant. Now, not so much. (popular.info)
- Immigration limits for thee, but not for me. The case of a company, Uline, bringing Mexican workers to do warehouse work without the proper visas. (theguardian.com)
Policy
- U.S. population grew by some 1% in 2024. (census.gov)
- Who is going to serve as a check on Elon Musk’s power? (noahpinion.blog)
- Trump is gearing up to profit much more from the presidency this time around. (vox.com)
- Despite all the talk, don’t expect the food industry to lose any sway in Washington. (axios.com)
Economy
- The new business boom isn’t slowing down. (agglomerations.substack.com)
- A review of 10 economic questions for 2024. (calculatedriskblog.com)
- Bad economic analysis can spread far and wide if it fits a favored narrative. (ritholtz.com)
- The difference a month can make. (paulkrugman.substack.com)
- The economic schedule for the coming (holiday) week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- No one is looking out for you when it comes to sports gambling. (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)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
- 52 snippets from 2024 including ‘29% of all workers in agriculture and 25% in construction are immigrants.’ (snippet.finance)
- 86 good news stories for 2024 including ‘Solar installations shattered all records.’ (fixthenews.com)
- 10 lessons learned in 2024 including ‘Walk more.’ (nightviewcapital.com)
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.
