Thursday links: meaningless forecasts
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- The S&P 500 returned 25.02% in 2024. (on.spdji.com)
- How major asset classes performed in December 2024. (capitalspectator.com)
- Long Palantir ($PLTR), short Walgreen’s ($WBA) was a good trade in 2024. (axios.com)
Strategy
- The stock market usually goes up, but not always. (tker.co)
- Randomness is going to swamp any predictions people are making right now. (ritholtz.com)
- Successful investing is about dealing with uncertainty. (fortunesandfrictions.com)
Crypto
- The crypto industry is waiting with bated breath for the Trump administration. (ft.com)
- Memecoins had a big 2024. (theblock.co)
Brokers
- E-Trade is exploring getting into the crypto business. (theinformation.com)
- Robinhood ($HOOD) is exploring a deeper dive into prediction markets. (techcrunch.com)
Finance
- Even before the new administration, banks were notching some regulatory wins. (axios.com)
- Blackrock ($BLK) is still beefing with the FDIC. (riabiz.com)
Venture capital
- Lines are getting blurred. What does it even mean to be a venture capitalist these days? (howardlindzon.com)
- VC firms are either partnerships or a collection of partners. (hunterwalk.com)
Economy
- Weekly initial unemployment claims are bouncing along the bottom. (calculatedriskblog.com)
- Where heavy truck sales stand. (econbrowser.com)
- A worrying trend in construction spending. (bonddad.blogspot.com)
- Multi-family delinquency rates are on the rise. (calculatedrisk.substack.com)
- Slower labor force growth is coming, even without a crackdown. (on.ft.com)
Earlier on Abnormal Returns
- Longform links: our collective demise. (abnormalreturns.com)
- Personal finance links: older houses. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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