Sunday links: the medium of human attention
Tadas Viskanta
Abnormal Returns
4 days ago
3 MIN READ
Strategy
- If you invest long enough, you will buy the top. (tker.co)
- Deep reading is available to all aspiring investors. (kingswell.io)
Tokenization
- Fintechs want to tokenize securities. Why you can wait it out. (humbledollar.com)
- Ric Edelman thinks ETFs will go the way of the dodo because of tokenization. (investmentnews.com)
Finance
- PE firms increasingly rely on continuation funds. (wsj.com)
- Hype vs. reality: what VCs really do. (investing101.substack.com)
- Carried interest doges another bullet. (wsj.com)
ETFs
- Smaller, newer money managers are the forefront of the new ETF boom. (bloomberg.com)
- Index ETFs have strayed far away from their original intent. (wsj.com)
- The iShares Bitcoin Trust ($IBIT) is the fastest ETF to reach $80 billion in AUM. (theblock.co)
Media
- Substack now gets more web traffic than wsj.com. (sherwood.news)
- Yahoo is having success with its creator platform. (digiday.com)
Immigration
- The 21st century is defined by migration. (nytimes.com)
- How the immigration crackdown is affecting the domestic labor market. (apolloacademy.com)
- California’s Central Valley is in turmoil. (nytimes.com)
The Pentagon
- This policy will make it harder for African American soldiers to stay in the military. (military.com)
- Pete Hegseth doesn’t want women in combat roles. (theatlantic.com)
State and local
- The vast majority of government-owned lands are ‘impractical for development purposes.’ (construction-physics.com)
- Local school board members are increasingly targets for harassment. (npr.org)
- This Colorado town is bitterly divided over a planned Buc-ee’s. (wsj.com)
- Gun violence is a growing problem in rural areas. (indianacapitalchronicle.com)
Policy
- The ways in which cuts to FEMA, NOAA and the USGS will reduce disaster preparedness. (nytimes.com)
- The IRS’s DirectFile program was shut down as part of the Big Beautiful Bill. (spencerjakab.substack.com)
- Politicians love to add paperwork requirements for aid recipients so they will give up. (theatlantic.com)
- The administration is making public datasets disappear. (msn.com)
- How the DOJ turned the Epstein case into a carnival show. (dealbreaker.com)
- Why the $5 million ‘gold card’ may never happen. (msn.com)
Tariffs
- Justin Wolfers, “Small tariffs create small problems. Big tariffs create huge ones.” (nytimes.com)
- The tariffs on Brazil are particularly illegal. (danieldrezner.substack.com)
- The U.S. imports a lot of copper. (visualcapitalist.com)
Economy
- Do you really want a Federal Reserve beholden to the White House? (paulkrugman.substack.com)
- The economic schedule for the coming 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)
- 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.
