Tuesday links: always and never
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
- The market keeps evolving, whether you like it or not. (awealthofcommonsense.com)
- Three market myths including, you can’t look at margin debt in isolation. (carsongroup.com)
Crypto
- How Bitcoin treasury companies are like the 1920s-era investment trusts. (bewaterltd.com)
- eToro ($ETOR) is launching tokenized equities and more. (theblock.co)
Railroads
- Union Pacific ($UNP) and Norfolk Southern ($NSC) are merging. (wsj.com)
- Why you should expect more rail mergers. (axios.com)
Food
- Packaged food companies are struggling in the age of GLP-1 drugs. (nytimes.com)
- Electronic price tags are coming to grocery stores. (wsj.com)
- Some QSRs have too many SKUs. (qsrmagazine.com)
Private funds
- On the challenges of picking a good private fund. (morningstar.com)
- What is the ‘illiquidity premium’ and does it actually exist? (behaviouralinvestment.com)
- Who benefits from the push into private funds? (morningstar.com)
Tariffs
- Why didn’t Europe retaliate on tariffs? (paulkrugman.substack.com)
- How the impact of tariffs will play out over time. (ninaeichacker.substack.com)
- Lawsuits against the administration on tariffs are still ongoing. (econbrowser.com)
- Americans won’t go for VAT taxes, but will tolerate tariffs. (paulkedrosky.com)
Economy
- Inflation doesn’t have a single cause. (ritholtz.com)
- Case-Shiller shows a 2.3% annual increase in home prices through May. (calculatedrisk.substack.com)
- How flattish home prices will help keep inflation on at bay. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: portfolio design for humans. (abnormalreturns.com)
- Our Q&A with Nick Maggiulli, author of “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.” (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the advent of AI. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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