Sunday links: market shock waves
Tadas Viskanta
Abnormal Returns
2 days ago
3 MIN READ
Markets
- Market participants often worry about stuff that doesn’t happen. (tker.co)
- Why don’t we talk more about this brutal bond bear market? (etf.com)
- Misallocation of capital is nothing new. (ritholtz.com)
Companies
- The biggest beneficiaries of AI may not be the AI companies. (downtownjoshbrown.com)
- It’s easy to overlook key ingredients in industrial staples. (fortunefinancialadvisors.com)
- Everybody loves Costco ($COST). (wsj.com)
AI
- Why Kimi K3 matters, but not as much as you think. (asymmetricalbets.substack.com)
- OpenAI has a big Apple ($AAPL) problem on its hands. (daringfireball.net)
- Why Demis Hassbis’ AI regulation memo matters. (sebastianmallaby.substack.com)
Trading
- The rails for ‘Brokerage 2.0’ are getting laid. (howardlindzon.com)
- Citadel Securities just invested $400 million into Crypto.com. (reuters.com)
- On the risks of perpetual futures. (ft.com)
Conflicts of interest
- It’s hard to keep track of all the money flowing into Trump’s network of entities. (wsj.com)
- Some evidence that someone in the administration wanted to steer IRS audits. (huffpost.com)
- It’s hard to know who’s betting on what in Washington DC these days. (wsj.com)
- FCC commissioners regularly accept gifts from regulated companies. (propublica.org)
- Why Congress passed laws to prevent sitting Presidents from putting their image on money. (npr.org)
Stay in touch
- Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Policy
- The Trump administration is systematically undermining things that drove American economic growth. (theatlantic.com)
- How is the ROAD to Housing Act going to work. (ft.com)
- Why corporations pay so little in taxes in the U.S. (paulkrugman.substack.com)
Economy
- The effective U.S. tariff rate has settling in around 6-7%. (apollo.com)
- The boom in new businesses keeps rolling. (nytimes.com)
- Kevin Warsh should answer this simple question. (stayathomemacro.substack.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- What you missed in our Friday linkfest. (abnormalreturns.com)
Mixed media
- The World Cup has been a boon for Kalshi and Polymarket. (cnbc.com)
- Lionel Messi actually lives up to the hype. (nytimes.com)
- Will American fans stick around after the World Cup? (politico.com)
- Why can’t the NFL just use the same turf as FIFA? (nytimes.com)
- The winner of the World Cup will be one of the best teams ever. (natesilver.net)
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.
