Thursday links: endless new tickers
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- Why is the bond market so chill? (axios.com)
- The stock buyback boom is real. (finance.yahoo.com)
- On the growing concentration in the S&P 500. (novelinvestor.com)
ETFs
- Why bond indexing is more challenging than equities. (morningstar.com)
- Don’t hold your breath that the ETF industry is going to slow down churning out product any time soon. (etf.com)
- Why active ETFs are a better wrapper for strategies than mutual funds. (morningstar.com)
Companies
- Owen Tucker-Smith, “The Amazonification of Whole Foods Market is nearly complete.” (wsj.com)
- It’s hard to say Costco ($COST) and Walmart ($WMT) are cheap stocks. (advisorperspectives.com)
- Former Dow Jones Industrial Average member, Walgreen’s, is now private. (axios.com)
- Nobody thinks Apple ($AAPL) is taking AI seriously. (spyglass.org)
AI
- A look at some of the second-order effects of the AI buildout. (tomtunguz.com)
- The implementation of AI is not just a technical problem. (kyla.substack.com)
- AI is going eliminate jobs as well as amplify existing jobs. (thezvi.substack.com)
Public health
- The CDC is being hollowed out. (bloomberg.com)
- NIH cuts redound to the entire world. (nature.com)
- How cuts to Medicaid will affect the entire system. (nextavenue.org)
ICE
- Money is flowing freely through ICE. (theatlantic.com)
- A look at the companies that are flying planes for ICE. (ig.ft.com)
- All that ICE spending has to go somewhere. (farmersadvance.com)
Economy
- Real GDP increased at an annual rate of 3.3% in Q2 2025. (calculatedriskblog.com)
- Still no meaningful pickup in weekly initial unemployment claims. (bonddad.blogspot.com)
- The private sector can’t do what the BLS does. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: a less central America. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: creating your own metrics. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Lawrence Yeo, “When you’re worried about what someone thinks of you, it’s rarely about that person’s opinions of you. It’s about your own opinions of yourself.” (moretothat.com)
- Harvey Sawikin, “Those who seek something beyond mere excellence must spend their careers in a penumbral space far past “good enough” but short of “perfect,” accepting that the latter state is unattainable.” (harveysawikin.substack.com)
- Matt Zeigler, “Sometimes standing for something means standing alone.” (cultishcreative.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.
