Sunday links: the urge to create
Tadas Viskanta
Abnormal Returns
17 hours ago
3 MIN READ
Markets
- The stock market serves to confuse you. (awealthofcommonsense.com)
- There are plenty of reasons why a stock can stumble. (humbledollar.com)
- Sam Ro, “At the end of the day, publicly traded companies aren’t out here to sell a product. They’re out here to allocate capital, make money, and increase shareholder value. Sometimes, this means shifting focus away from the original product the company was known for.” (tker.co)
Crypto
- How does Strategy ($MSTR) afford the dividends on its preferred stock? (ft.com)
- How did this year’s $TRUMP memecoin event go? (nytimes.com)
- Tennessee is the second state to ban crypto ATMs. (theblock.co)
ETFs
- Checking in on the market for single-stock ETFs. (etf.com)
- Why institutional investors are increasingly utilizing ETFs. (institutionalinvestor.com)
- The line between active and passive is more nuanced than you think. (etf.com)
Musk
- The ‘Musk Multiple’ is real. (gettheleverage.com)
- How Musk took personal loans from SpaceX. (nytimes.com)
Companies
- Nvidia ($NVDA) is as much a software story as a hardware story. (downtownjoshbrown.com)
- It took a bit, but Sphere Entertainment ($SPHR) has found its financial footing. (wsj.com)
- Putting Jane Street’s profits into perspective. (ft.com)
- How Tim Cook reshaped Apple ($AAPL). (readtrung.com)
Data centers
- Developers want to build six data centers in this Pennsylvania town. (wapo.st)
- This Missouri town really doesn’t want a data center. (wsj.com)
- Maine Governor Janet Mills vetoed a bill that would have temporarily brought permits for new data centers to a halt. (techcrunch.com)
The Pentagon
- The Pentagon’s campaign against the press has created a fog around the Iran war. (thebulwark.com)
- Iran reportedly caused more damage to US assets than previously disclosed. (nbcnews.com)
- The Pentagon has fired the Stars and Stripes ombudsman. (the-independent.com)
Science
- Trump fired the entire National Science Board which oversees the NSF. (theverge.com)
- The CDC has blocked the release of a report showing Covid-19 vaccinations reduce hospitalizations. (wapo.st)
Conflicts of interest
- Eric Trump is bragging about his conflicts of interest. (newrepublic.com)
- Why the Trump administration tried to hide donor names for the big beautiful ballroom. (washingtonpost.com)
- Why this California tribe is contributing to Trump. (popular.info)
Economy
- DOGE crushed employment in the Washington DC metro area. (sherwood.news)
- The housing market IS subject to the law of supply and demand. (theargumentmag.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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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