Tuesday links: what comes next
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- Gold is a crowded trade. (sherwood.news)
- Why the move in gold matters. (priceactionlab.com)
- How portfolio diversification has worked in 2025. (morningstar.com)
Bonds
- Treasury bonds have never been risk free. (bloomberg.com)
- Are bonds still a good diversifier? (morningstar.com)
Private assets
- Tariffs are only going to make things harder for startups. (wired.com)
- Secondary sales are now a part of every VC’s playbook. (hunterwalk.com)
- PE secondary volume continues to grow. (institutionalinvestor.com)
- What to look for in a Limited Partnership Agreement. (cashandcarried.substack.com)
Prediction markets
- What is Robinhood ($HOOD) risking by offering prediction futures? (riabiz.com)
- Where the legal fight over Kalshi’s sports-related contracts stand. (sportico.com)
Tariffs
- Why DHL is slowing package delivery to the U.S. (bbc.com)
- Insulated mug makers Yeti ($YETI) and Stanley ($SWK) have a big tariff problem. (sherwood.news)
Real estate
- Burned lots are up for sale in Pacific Palisades. (nytimes.com)
- Many Florida condo owners are/feel trapped. (wsj.com)
- Can a building ever be ‘carbon positive’? (nytimes.com)
Economy
- Regional Fed reports are uniformly negative. (bonddad.blogspot.com)
- The stock market doesn’t see a reindustrialization trend. (noahpinion.blog)
Earlier on Abnormal Returns
- Research links: costing too much. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: curiosity and restraint. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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