Monday links: crafty capital allocation
StrategyYou are NOT Warren Buffett. How to be a better you. (ritholtz.com)What you are saying when you bet on individual stocks. (obliviousinvestor.com)CryptoTrump has two crypto-themed dinners this month. (cnbc.com)The Trump boys are on a deal making spree, many of which are crypto-related. (nytimes.com)Berkshire HathawayGreg Abel has big shoes to fill. (wsj.com)Nir Kaissar, "Buffett is celebrated for his stock picking, but he is also a crafty capital allocator." (bloomberg.com)Warren Buffett isn't done with Berkshire Hathaway ($BRK.A) just yet. (newsletter.rationalwalk.com)What happens to Omaha, in a post-Buffett world? (wsj.com)Jamie Dimon, “Warren Buffett represents everything that is good about American capitalism and America itself.” (nytimes.com)RetailCostco's ($COST) Kirkland brand keeps growing. (fastcompany.com)Scheel's is taking over the outdoor retailing space. (wapo.st)Pre-tariff sales are a thing. (cnbc.com)TariffsHow do you even tariff a movie? (time.com)Tariffs are putting a dent in weddings. (wsj.com)How tariffs could kill this fledgling business. (newyorker.com)The American manufacturers that are benefiting from tariff talk. (wsj.com)EconomyDon't expect to see a drop in consumer spending until people start losing jobs. (optimisticallie.com)Economic activity continues to slow. (bonddad.blogspot.com)The economy typically doesn't turn on a dime. (axios.com)Earlier on Abnormal ReturnsAdviser links: remaining flexible. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (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 mediaWould you want to be Elon Musk's Austin neighbor? (nytimes.com)SpaceX is getting its own town in Texas. (theverge.com)
Strategy
- You are NOT Warren Buffett. How to be a better you. (ritholtz.com)
- What you are saying when you bet on individual stocks. (obliviousinvestor.com)
Crypto
- Trump has two crypto-themed dinners this month. (cnbc.com)
- The Trump boys are on a deal making spree, many of which are crypto-related. (nytimes.com)
Berkshire Hathaway
- Greg Abel has big shoes to fill. (wsj.com)
- Nir Kaissar, "Buffett is celebrated for his stock picking, but he is also a crafty capital allocator." (bloomberg.com)
- Warren Buffett isn't done with Berkshire Hathaway ($BRK.A) just yet. (newsletter.rationalwalk.com)
- What happens to Omaha, in a post-Buffett world? (wsj.com)
- Jamie Dimon, “Warren Buffett represents everything that is good about American capitalism and America itself.” (nytimes.com)
Retail
- Costco's ($COST) Kirkland brand keeps growing. (fastcompany.com)
- Scheel's is taking over the outdoor retailing space. (wapo.st)
- Pre-tariff sales are a thing. (cnbc.com)
Tariffs
- How do you even tariff a movie? (time.com)
- Tariffs are putting a dent in weddings. (wsj.com)
- How tariffs could kill this fledgling business. (newyorker.com)
- The American manufacturers that are benefiting from tariff talk. (wsj.com)
Economy
- Don't expect to see a drop in consumer spending until people start losing jobs. (optimisticallie.com)
- Economic activity continues to slow. (bonddad.blogspot.com)
- The economy typically doesn't turn on a dime. (axios.com)
Earlier on Abnormal Returns
- Adviser links: remaining flexible. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (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)
