Wednesday links: creating real resources
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- Bull markets don’t typically last just a couple of years. (carsongroup.com)
- How to game the strategist annual price target game. (awealthofcommonsense.com)
Bitcoin
- Who’s left to buy Bitcoin? (howardlindzon.com)
- Nothing about a strategic Bitcoin reserve makes sense. (disciplinefunds.com)
- Microsoft ($MSFT) isn’t adding Bitcoin to its balance sheet. (sherwood.news)
Crypto fraud
- Likely future Commerce Secretary Howard Lutnick is a big backer of Tether, a key tool for money laundering. (on.ft.com)
- Memecoin pump-and-dumps have become normalized. (defector.com)
- The celebrity memecoin playbook is now well developed. (sherwood.news)
- Who is going to pay for crypto-enabled consumer fraud? (on.ft.com)
Alternatives
- The number of hedge fund startups is dwindling. (finance.yahoo.com)
- Why private equity wants so badly to get access to 401(k) plans. (institutionalinvestor.com)
- Big hedge funds want some of that sweet, mass affluent money. (fa-mag.com)
- Startup employees increasingly are getting access to tender offers. (wsj.com)
Sports
- The Buffalo Bills and Miami Dolphins have sold stakes to private equity firms. (axios.com)
- Money talks, FIFA listens. Saudi Arabia was awarded the right to host the 2034 World Cup. (sportico.com)
- Why the Mets likely overpaid for Juan Soto’s services. (huddleup.substack.com)
- Will an additional team on the track dilute Formula One? (johnwallstreet.com)
Economy
- The November CPI came with a 2.7% over the past twelve months. (calculatedriskblog.com)
- Shelter is still a contributor to consumer inflation. (bonddad.blogspot.com)
- Is the Fed going to be satisfied with inflation going into 2025? (axios.com)
Earlier on Abnormal Returns
- Personal finance links: financial stress. (abnormalreturns.com)
- Stuff is stuff: on the challenges of cleaning out a late parent’s home. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: retail order flow. (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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