Monday links: investing wisely
StrategyIn light of rising uncertainty, why are stock markets holding up so well? (paulkrugman.substack.com)Macro risks are increasing. Seven areas where to look. (ritholtz.com)The old shortcuts no longer work. (davenadig.substack.com)CryptoRobinhood ($HOOD) is next company to see a crypto-related SEC investigation dropped. (cnbc.com)Strategy ($MSTR) now owns nearly a half million Bitcoin. (theblock.co)Big TechApple ($AAPL) is planning to spend big in the U.S. (arstechnica.com)Data center demand is shifting. (spyglass.org)Meta ($META) is boosting payments for viral content. (propublica.org)Venture capitalThe best VCs are needle magnets. (hunterwalk.com)Safe Superintelligence is raising capital at a $30 billion valuation. (ft.com)How to be a better junior VC. (hunterwalk.com)StarbucksStarbucks ($SBUX) is laying off 1100 workers in its corporate HQ. (finance.yahoo.com)Why some Starbucks ($SBUX) are ditching plastic cups. (grist.org)GlobalRussia can't win on ground in Ukraine, which is why they are counting on Trump to bail them out. (theatlantic.com)A tentative peace is holding in Syria. (ft.com)Cybercrime has a decidedly cross-border flavor. (bloomberg.com)Sanctions are like antibiotics. They can be overused. (theatlantic.com)EconomyDon't let big, scary numbers fool you. Denominators matter. (optimisticallie.com)Wealthy Americans make up a bigger part of consumer spending. (wsj.com)Veterans are getting hurt disproportionately by federal job cuts. (axios.com)A sign that 2024's economy wasn't as strong as it looked. (bonddad.blogspot.com)Earlier on Abnormal ReturnsAdviser links: dissolving structures. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaAdvanced degrees are no guarantee of a job. (businessinsider.com)Big 'trend reports' are just corporate advertising. (zine.kleinkleinklein.com)It's better to be a landlord to weed businesses than selling weed. (sherwood.news)
Strategy
- In light of rising uncertainty, why are stock markets holding up so well? (paulkrugman.substack.com)
- Macro risks are increasing. Seven areas where to look. (ritholtz.com)
- The old shortcuts no longer work. (davenadig.substack.com)
Crypto
- Robinhood ($HOOD) is next company to see a crypto-related SEC investigation dropped. (cnbc.com)
- Strategy ($MSTR) now owns nearly a half million Bitcoin. (theblock.co)
Big Tech
- Apple ($AAPL) is planning to spend big in the U.S. (arstechnica.com)
- Data center demand is shifting. (spyglass.org)
- Meta ($META) is boosting payments for viral content. (propublica.org)
Venture capital
- The best VCs are needle magnets. (hunterwalk.com)
- Safe Superintelligence is raising capital at a $30 billion valuation. (ft.com)
- How to be a better junior VC. (hunterwalk.com)
Starbucks
- Starbucks ($SBUX) is laying off 1100 workers in its corporate HQ. (finance.yahoo.com)
- Why some Starbucks ($SBUX) are ditching plastic cups. (grist.org)
Global
- Russia can't win on ground in Ukraine, which is why they are counting on Trump to bail them out. (theatlantic.com)
- A tentative peace is holding in Syria. (ft.com)
- Cybercrime has a decidedly cross-border flavor. (bloomberg.com)
- Sanctions are like antibiotics. They can be overused. (theatlantic.com)
Economy
- Don't let big, scary numbers fool you. Denominators matter. (optimisticallie.com)
- Wealthy Americans make up a bigger part of consumer spending. (wsj.com)
- Veterans are getting hurt disproportionately by federal job cuts. (axios.com)
- A sign that 2024's economy wasn't as strong as it looked. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: dissolving structures. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
