Tuesday links: eroding institutions
Tadas Viskanta
Abnormal Returns
18 hours ago
2 MIN READ
Markets
- More signs of a risk-on market. (trendlabs.com)
- Five key investing themes from Warren Buffett’s early letters including ‘Good investment ideas are rare.’ (morningstar.com)
Crypto
- JP Morgan Chase ($JPM) is planning a push deeper into crypto. (axios.com)
- Now some digital asset treasuries are reversing course. (theblock.co)
- Binance is once again under scrutiny. (finance.yahoo.com)
Finance
- Marco Masotti, “Private equity firms don’t die. They wither over time.” (nytimes.com)
- Asset manager Janus Henderson ($JHG) is going private. (thinkadvisor.com)
- Of course prediction markets are gambling. (huddleup.substack.com)
Real estate
- As construction continues to shift toward data centers, real estate investors have to take note. (wsj.com)
- Data centers are buying up land that could be used for housing. (housingwire.com)
Weight loss drugs
- The FDA approved a daily pill version of Novo Nordisk’s ($NVO) weight-loss drug Wegovy. (axios.com)
- A look at the gray market for unapproved weight loss drugs. (theatlantic.com)
- Older Americans are more likely to quit weight loss drugs. (nytimes.com)
Economy
- Q3 GDP came in at at 4.3% rate. (calculatedriskblog.com)
- The jobs market has hit a wall in late 2025. (wsj.com)
- Hence the K-shaped economy. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Research links: defining the long run. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a step backward. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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