Thursday links: the drip of good news
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- Credit spreads are tight. (wsj.com)
- Earnings drive stock prices. (chartkidmatt.com)
- Why fraud thrives during bull markets. (novelinvestor.com)
Prediction markets
- How to solve the prediction markets insider trading problem. (dopaminemarkets.com)
- Joe Weisenthal and Tracy Alloway talk prediction markets with new CFTC Chairman Michael Selig. (podcasts.apple.com)
Private assets
- The private equity industry is at a crossroads. (capitalallocators.com)
- The larger the endowment fund, the most they invest in private assets. (ft.com)
Asset management
- Nuveen is buying UK-based asset manager Schroders. (fa-mag.com)
- The combined Nuveen-Schroders will be the 11th largest asset manager. (giftarticle.ft.com)
Food
- Hershey ($HSY) is investing big in salty snacks. (fooddive.com)
- What the woes of the fast food industry say about the American economy. (giftarticle.ft.com)
- Kraft Heinz ($KHZ) is putting its split on hold. (cnbc.com)
Technology
- a16z has an outsized influence on Trump administration AI policy. (bloomberg.com)
- Why need to think about big tech in its totality. (anildash.com)
- Why can’t Apple ($AAPL) fix Siri? (spyglass.org)
Economy
- Kyla Scanlon, “The jobs aren’t coming back in that way (other than data center construction) because the economy doesn’t need them.” (kyla.substack.com)
- Consumer spending continues to shift to 55+ crowd. (axios.com)
- America’s startup boom is driven by minorities. (economist.com)
- Tariffs are falling on U.S. importers. (libertystreeteconomics.newyorkfed.org)
Earlier on Abnormal Returns
- Longform links: solidifying your world view. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: money movements. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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.
