Friday links: telling the tale
StrategyMarket consensus is max bullish. (downtownjoshbrown.com)How to find, and invest in, meme-worthy stocks. (drorpoleg.com)CryptoMicroStrategy ($MSTR) has a tax dilemma. (wsj.com)More crypto ETFs are likely coming to market. (sherwood.news)CostcoCostco’s ($COST) shareholders rejected a proposal to reverse its DEI practices. (fastcompany.com)Coke products are coming back to the Costco ($COST) food court. (businessinsider.com)ETFsInvestors are desperate to get their hands on SpaceX shares, hence the ERShares Private-Public Crossover ETF ($XOVR). (wsj.com)There's nothing magical about active ETFs, performance-wise. (ft.com)More tax-free ETF conversions are coming. (financial-planning.com)AIOpenAI Operator has a way to go. (sherwood.news)Are AI companies wasting money? (bigtechnology.com)EconomySales of existing homes in the US hit their lowest level since 1995. (cnn.com)It looks like there was a stockpiling effect at the end of 2024. (calculatedriskblog.com)Earlier on Abnormal ReturnsPodcast links: basic economics. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: outperforming others. (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 mediaSubstack really wants you to engage with its app. (whyisthisinteresting.substack.com)Substack is trying to attract TikTok refugees. (techcrunch.com)Newsletter writers are embracing ads. (wsj.com)
Strategy
- Market consensus is max bullish. (downtownjoshbrown.com)
- How to find, and invest in, meme-worthy stocks. (drorpoleg.com)
Crypto
- MicroStrategy ($MSTR) has a tax dilemma. (wsj.com)
- More crypto ETFs are likely coming to market. (sherwood.news)
Costco
- Costco’s ($COST) shareholders rejected a proposal to reverse its DEI practices. (fastcompany.com)
- Coke products are coming back to the Costco ($COST) food court. (businessinsider.com)
ETFs
- Investors are desperate to get their hands on SpaceX shares, hence the ERShares Private-Public Crossover ETF ($XOVR). (wsj.com)
- There's nothing magical about active ETFs, performance-wise. (ft.com)
- More tax-free ETF conversions are coming. (financial-planning.com)
AI
Economy
- Sales of existing homes in the US hit their lowest level since 1995. (cnn.com)
- It looks like there was a stockpiling effect at the end of 2024. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: basic economics. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: outperforming others. (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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