Thursday links: symbolic victories
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Strategy
- How balanced funds work. (awealthofcommonsense.com)
- Managed futures is a long-term commitment. (priceactionlab.com)
- The stock market has bounced back. Now is your chance to de-risk if you were freaked out earlier. (primecuts.philpearlman.com)
Crypto
- Coinbase ($COIN) suffered a major breach. (coindesk.com)
- The World Liberty operation is the core of the new Trump ecosystem. (newyorker.com)
Warren Buffett
- Why Warren Buffett is stepping down: Father Time caught up to him. (wsj.com)
- Bill Ackman really wants you to think he is the next Warren Buffett. (ft.com)
Companies
- Dick’s Sporting Goods ($DKS) is buying Foot Locker ($FL). (cnbc.com)
- The path to a successful IPO is longer than you think. (howardlindzon.com)
- Can Airbnb ($ABNB) reinvent itself? (spyglass.org)
Alternatives
- Private equity keeps popping up in retirement plans. (rogersplanning.blogspot.com)
- Retirement plan provider Empower will start including private markets investments in its defined contribution plans. (citywire.com)
- JPMorgan Private Markets Fund has surpassed $1 billion in assets from individuals. (wsj.com)
Poland
- Poland is a low-key stock market winner. (economist.com)
- What the Polish know about fighting authoritarianism. (theguardian.com)
Tariffs
- Walmart ($WMT) is raising prices due to tariffs. (axios.com)
- All the tariff drama distracts from the real issues. (kyla.substack.com)
- Three reasons why tariffs aren’t going to reproduce manufacturing jobs. (agglomerations.substack.com)
- Both sides ignore the real issues at play. (wapo.st)
Economy
- Still no pick up in weekly initial unemployment claims. (calculatedriskblog.com)
- The pull-forward of economic activity due to tariffs is probably over. (bonddad.blogspot.com)
- How uncertainty affects GDP growth. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: constitutional obstacles. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a false belief. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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