Tuesday links: the shockingly obvious
1 month ago
2 MIN READ
Markets
- Value stocks are struggling. (sherwood.news)
- It’s hard not to note signs of frothy investor sentiment. (wsj.com)
- Valuation is a terrible timing tool, but that doesn’t mean they are irrelevant. (behaviouralinvestment.com)
Companies
- How Broadcom ($AVGO) became a trillion-dollar company. (cnbc.com)
- How Games Workshop, maker of Warhammer, became a huge winner. (on.ft.com)
Venture capital
- Databricks just raised a $10 billion round of capital. (techcrunch.com)
- Why 2025 may be a better year for fintech investment. (thebasispoint.com)
- Softbank is jumping on the Trump bandwagon. (axios.com)
Elon
Real estate
- Miami area high rises are sinking at faster than expected rate. (miamiherald.com)
- Retirees are moving in droves to Myrtle Beach. (wsj.com)
- How the invention of gang-nail plate accidentally made McMansions possible. (youtube.com)
Economy
- Industrial production in November fell for the third month is a row. (bonddad.blogspot.com)
- Some signs of weakness in the latest consumer spending report. (axios.com)
- National homebuilder confidence was unchanged in December. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: the limits of experience. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: an honest promise. (abnormalreturns.com)
- No one is looking out for you when it comes to sports gambling. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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