Sunday links: equal opportunity market movers
3 days ago
2 MIN READ
Markets
- Technology stocks are on an historic heater. (awealthofcommonsense.com)
- Calling a top isn’t easy. (tker.co)
Trading
- Prediction markets have rapidly transformed into sports sites. (ft.com)
- Crypto has conditioned people to think 24/7 trading is a good thing. (blockworks.co)
Technology
- We have never seen anything like the Mag 7 companies. (downtownjoshbrown.com)
- Things were looking kinda bleak for Apple ($AAPL) in April. (wsj.com)
- Cloud backlogs keep growing. (sherwood.news)
Companies
- Berkshire Hathaway ($BRK.A) now holds $381.6 billion in cash. (cnbc.com)
- Earnings calls are filled with talk about OpenAI. (axios.com)
- The battle over consumer credit scores is getting heated. (wsj.com)
- The Bitcoin Treasury trade has faded. (barrons.com)
Law
- What happens when the government stops defending civil rights? (newyorker.com)
- Why capital punishment is seeing a comeback. (theatlantic.com)
The military
- Nobody should ask a military commander to sign an NDA. (thebulwark.com)
- Why are administration officials moving onto military bases displacing senior officers? (theatlantic.com)
Policy
- The Department of Labor has made some very specific aesthetic choices. (thebulwark.com)
- There is no strategy to foreign relations under Trump, just whims and vibes. (ft.com)
- Trump has set the lowest refugee level ever and prioritizes white South Africans. (axios.com)
- The state of Indiana has become a key cog in the ICE machine. (indystar.com)
- Nobody wants to go to Kennedy Center shows any more. (msn.com)
- Hunger exists, even if we stop measuring it. (time.com)
Global
- Some South Korean firms have paused or cancelled plans in the U.S. in the wake of the Hyundai raid. (msn.com)
- China leads in many areas of modern military material. (theatlantic.com)
- Just how big is Australia? This big. (visualcapitalist.com)
Economy
- Companies are not shy about layoffs these days. (wsj.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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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