Thursday links: annoyingly excited
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Strategy
- It’s naive to think publicly available data will help you pick stocks successfully. (ritholtz.com)
- Joe Wiggins, “If you want to understand how an investment team behaves, you really want to know what it measures, how and why.” (behaviouralinvestment.com)
Finance
- The CME ($CME) is set to launch 24/7 crypto futures trading. (theblock.co)
- Polymarket and Substack have a new partnership. (thehill.com)
- Morgan Stanley ($MS) is making it cheaper to trade on EquityZen. (fa-mag.com)
Private assets
- Private equity firms love cars wash companies. (pitchbook.com)
- Blue Owl ($OWL) has halted redemptions from one of its retail-focused private credit funds. (fa-mag.com)
- 401(k) providers are succumbing to the siren’s song of private assets. (finance.yahoo.com)
- The hedge fund rich keep getting richer. (bloomberg.com)
Starlink
- How shutting down Russia’s access to Starlink has affecting the Ukraine’s front lines. (wsj.com)
- The U.S. has smuggled Starlink terminals into Iran. (independent.co.uk)
Global
- Trump has effectively turned Canada against the U.S. (politico.com)
- 1,000 Kenyans were recruited to fight for Russia in Ukraine after being misled. (npr.org)
- Europe has stepped in to provide aid to Ukraine. (axios.com)
- Germany’s population is set to shrink. (marginalrevolution.com)
Food
- Coffee prices just keep going up. (sherwood.news)
- When did chicken dishes get so expensive? (nytimes.com)
- There’s no relief in sight for rising cattle prices. (barrons.com)
Economy
- In 2025 the trade deficit hit a record high. (econbrowser.com)
- Companies are increasingly getting questioned about affordability. (axios.com)
Earlier on Abnormal Returns
- Longform links: a huge gift. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the rationality spectrum. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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