Wednesday links: the best use of talent
Tadas Viskanta
Abnormal Returns
7 days ago
2 MIN READ
Markets
- The stock market doesn’t care about you. (tonyisola.com)
- How long do dollar moves last? (larryswedroe.substack.com)
Real estate
- REITs have struggled to keep up with the stock market. (morningstar.com)
- The supply of office space is set to actually contract in 2025. (wsj.com)
Gold
- Why are central banks upping their holdings of gold? (mrzepczynski.blogspot.com)
- Individual Chinese investors love gold. (nytimes.com)
Strategy
- You can’t just tune out the noise, you have to manage it. (ritholtz.com)
- Under what circumstances can an asset’s valuation get away from itself? (behaviouralinvestment.com)
Finance
- Robinhood ($HOOD) is growing its product offerings. (wsj.com)
- The IPO window may now be open for health tech. (dealbreaker.com)
- When a company says they own [insert number here] Bitcoin, how do you know? (ft.com)
Deals
- The TikTok ban is getting another 90 day extension. (techcrunch.com)
- Nippon Steel has finalized its deal to buy 100% of US Steel. (axios.com)
Economy
- Weekly initial unemployment claims are ticking higher. (calculatedriskblog.com)
- Economic data is coming in lower than expectations. (sherwood.news)
- Housing construction looks contractionary. (bonddad.blogspot.com)
- Why hasn’t inflation increased more due to tariffs? (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Personal finance links: money issues. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: random deviations. (abnormalreturns.com)
- Don’t miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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