Sunday links: hedging and speculation
Tadas Viskanta
Abnormal Returns
14 hours ago
3 MIN READ
Markets
- When a company with Time or Warner in the name gets acquired, look out. (ft.com)
- Be wary of IPOs raising less than $15 million. (barrons.com)
Strategy
- Boring investing still works. (awealthofcommonsense.com)
- How to consume Wall Street strategist content. (tker.co)
- Are index funds to blame for high stock prices? (humbledollar.com)
Degeneracy
- What’s the common thread among options trading, sports betting, and memecoins? (dopaminemarkets.com)
- This week in the degenerate economy including prediction markets tying up with media companies. (youtube.com)
- Prediction markets are setting up their own proprietary market making units. (advisorperspectives.com)
Crypto
- 2025 was supposed to be the year of crypto. What happened? (giftarticle.ft.com)
- Why this bank lowered its price target on Strategy ($MSTR) by some 60%. (ft.com)
ETFs
- Convertible bond ETFs are having a year. (etf.com)
- Vanguard is stepping up its new ETF activity. (thinkadvisor.com)
Hollywood
- Can Netflix ($NFLX) avoid ruining HBO? (nytimes.com)
- The theatrical experience is now dead. Move on already. (spyglass.org)
- How David Ellison is transforming Paramount. (hollywoodreporter.com)
- Will Netflix and HBO Max eventually combine apps? (variety.com)
Pardon power
- There is no oversight of pardon power. (axios.com)
- Trump pardons cross political parties. (thebulwark.com)
- Trump commuted his sentence. He quickly returned to crime. (bloomberg.com)
Conflicts of interest
- 1789 Capital portfolio companies are adept at garnering government support. (ft.com)
- Congressional leadership is pretty good at trading stocks. (nber.org)
- Who benefits from grazing on public lands? (hcn.org)
Immigration
- People who have followed all the immigration rules are not being allowed to naturalize. (nytimes.com)
- Trump called Somalis in America ‘garbage.’ (semafor.com)
- We need better data on immigration. (apricitas.io)
Foreign policy
- Eliot Cohen, “Strategy for national security is necessary because America has both opponents and outright enemies, who have to be studied and understood if we hope to thwart, contain, or transform them.” (theatlantic.com)
- It’s tough being an American diplomat these days. (semafor.com)
- Europe is on its own. (noahpinion.blog)
Economy
- A spike in health care costs is coming. (theatlantic.com)
- Why has community college enrollment fallen since the Great Recession? (papers.ssrn.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last 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)
Mixed media
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