Sunday links: accumulating meaning
Tadas Viskanta
Abnormal Returns
18 hours ago
3 MIN READ
Strategy
- Investing in stocks? Expect pullbacks. (awealthofcommonsense.com)
- There’s nothing magical about gold. (humbledollar.com)
- When it makes sense to pay up for a company. (flyoverstocks.com)
- The markets will be there tomorrow. (allstarcharts.com)
Indexes
- Factor ETF portfolios can look weird. (wsj.com)
- The S&P 500 is not a static index. (tker.co)
- Bond index construction makes a difference. (ft.com)
- Why the composition of the Russell 2000 matters. (trendlabs.com)
Companies
- Boeing ($BA) had its highest number of annual deliveries since 2018. (cnbc.com)
- When Microsoft ($MSFT) almost took over OpenAI. (spyglass.org)
- What percentage of Taiwan Semi ($TSM) revenue comes from Apple ($AAPL)? (newsletter.semianalysis.com)
- Netflix ($NFLX) is in the lead to take over Warner Bros. ($WBD) studio business. (sherwood.news)
- America’s biggest companies have folded like a cheap suit in the face of pressure. (daringfireball.net)
ICE
- Hamilton Nolan, “Give guns and special powers to thousands and thousands of men everywhere, and bad things will happen.” (hamiltonnolan.com)
- Why ICE is so prone to abuses. (noahpinion.blog)
- This airline is getting out of the ICE business. (axios.com)
Courts
- Why judges keep disqualifying ‘fake’ U.S. attorneys. (dealbreaker.com)
- Trump may have accidentally pardoned the Jan. 6 Pipe Bomber. (politico.com)
- A new study shows the Supreme Court increasingly sides with wealthy Americans. (yahoo.com)
- Trump’s judges are uniquely loyal. (nytimes.com)
- There’s no two sides when it comes to a coup. (gelliottmorris.com)
Data collection
- DOGE has permanently damaged the government’s statistical agencies. (bloomberg.com)
- Trump posted jobs data early on Truth Social. (cnbc.com)
Global
- Why Iran is closer to regime change that in the past. (theatlantic.com)
- The United States will withdraw from 66 organizations or bodies. (pbs.org)
- It’s not just Greenland. Why Denmark is wary. (newyorker.com)
- How Venezuela got so far off track. (unchartedterritories.tomaspueyo.com)
Economy
- Americans keep opening new businesses. (apolloacademy.com)
- Absent a change in course, overall employment is going to start falling. (apricitas.io)
- The effective tariff rate is still rising. (econbrowser.com)
- Why Trump tariffs have not tanked the economy. (danieldrezner.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Our Q&A with Cullen Roche, author of “Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies.” (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.
