Friday links: lady luck
StrategyYou shouldn't fear all-time highs. (ritholtz.com)The math of compounding is confounding. (nytimes.com)Survivorship bias affects in any number of ways. (safalniveshak.com)BooksA recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." (feld.com)The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein. (ft.com)CryptoOn the risks of the spread of Bitcoin into the corporate Treasury. (politico.com) MARA Holdings ($MARA) is following a “full HODL strategy.” (sherwood.news)Are stablecoins the new money market funds? (papers.ssrn.com)Why the IRS is sending out letters to crypto investors. (theblock.co)EconomyPersonal income and spending declined in May 2025. (bonddad.blogspot.com)Why the Fed feels comfortable being on hold. (safalniveshak.com)The odds of a Fed rate hike are ticking higher. (capitalspectator.com)A look at some slowing business cycle indicators. (econbrowser.com)Earlier on Abnormal ReturnsPodcast links: an aging America. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: digital afterlives. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaWhy entrepreneurs love discontinued food brands. (fooddive.com)Costco ($COST) is embracing the two-tier economy. (fastcompany.com)On the idea that appliance durability has worsened. (marginalrevolution.com)
Strategy
- You shouldn't fear all-time highs. (ritholtz.com)
- The math of compounding is confounding. (nytimes.com)
- Survivorship bias affects in any number of ways. (safalniveshak.com)
Books
- A recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." (feld.com)
- The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein. (ft.com)
Crypto
- On the risks of the spread of Bitcoin into the corporate Treasury. (politico.com)
- MARA Holdings ($MARA) is following a “full HODL strategy.” (sherwood.news)
- Are stablecoins the new money market funds? (papers.ssrn.com)
- Why the IRS is sending out letters to crypto investors. (theblock.co)
Economy
- Personal income and spending declined in May 2025. (bonddad.blogspot.com)
- Why the Fed feels comfortable being on hold. (safalniveshak.com)
- The odds of a Fed rate hike are ticking higher. (capitalspectator.com)
- A look at some slowing business cycle indicators. (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: an aging America. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: digital afterlives. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
