Thursday links: cash flow volatility
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
- Retail traders are helping to drive volatility around earnings releases. (sherwood.news)
- Regional banks and biotechs dominate small cap indices. (trendlabs.com)
Crypto
- Wall Street was against crypto, until it was for it. (nytimes.com)
- How Charles Schwab ($SCHW) enter into spot crypto. (riabiz.com)
Meta
Fund management
- Semi-liquid funds come in a lot of different flavors. (morningstar.com)
- There are good reasons for accredited investor rules. (bloomberg.com)
- You can’t disrupt things without stepping on some toes. (philbak.substack.com)
- ETFs and open-end funds differ in a material way. (jeffreyptak.substack.com)
Private assets
- Another sign that venture capital has matured as an asset class. (tomtunguz.com)
- Four red flags for private equity funds. (larryswedroe.substack.com)
- Why private equity-owned companies are adopting AI. (tomtunguz.com)
- The NFL looks more like an investment fund than a league these days. (hollywoodreporter.com)
State capitalism
- Why American should avoid the Chinese investment model. (fasterplease.substack.com)
- So many Trump policies raise costs and reduce supply. (theatlantic.com)
- Corporate America is rolling over for the administration. (npr.org)
- Donald Trump now effectively controls the semiconductor industry. (nytimes.com)
Tariffs
- How much money are tariffs bringing in? (npr.org)
- Switzerland seems to be at a bit of a crossroads. (wsj.com)
- The de minimis exemption is dead and buried. (gq.com)
- Can AriZona Ice Tea’s value proposition survive tariffs? (nytimes.com)
Economy
- July PPI surprised to the upside. (bonddad.blogspot.com)
- Still no meaningful sign of a pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- Why are initial and continuing claims moving in opposite directions? (bonddad.blogspot.com)
- Container ship counts from China are once again falling. (apolloacademy.com)
- A look at the cast of characters up for Federal Reserve Chairman. (on.ft.com)
Earlier on Abnormal Returns
- Longform links: our brain drain. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: fallible and biased. (abnormalreturns.com)
- Everything is disruptable, and even if it isn’t, you should act as if it is. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Adam Singer, “True rarity matters when it signals authentic uniqueness, irreplaceable craftsmanship, or ecological scarcity, things that can’t be mass-produced without losing their essence.” (hottakes.space)
- A look back at the backlash against the Walkman. (freethink.com)
- Clippers are flooding TikTok and Instagram. (wsj.com)
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.
