Tuesday links: increased concentration
Markets15 stocks that destroyed the most value in the past decade. (morningstar.com)Stock market concentration is rising along with wealth concentration. (awealthofcommonsense.com)CryptoThe crypto market is seeing a broad-based pullback. (theblock.co)Robinhood ($HOOD) feels it has a green-light to expand in crypto and tokenization. (wsj.com)How Coinbase ($COIN) maneuvered its way out of SEC problems. (popular.info)CompaniesMastering the art of the press release in the age of Trump. (spyglass.org)On the parallels between the fracking boom the AI data center boom. (paulkrugman.substack.com)Apple ($AAPL) shareholders voted down an anti-DEI proposal (sherwood.news)FinanceJP Morgan Chase ($JPM) has private credit envy. (ft.com)Some additional thoughts on the Berkshire Hathaway ($BRK.A) annual shareholder letter. (brklyninvestor.com)Public healthFired public officials worked on basic life saving programs, like organ donation. (propublica.org)How the demise of USAID will mean unnecessary deaths, per a doctor involved. (time.com)The FDA needs more staff, not less. (marginalrevolution.com)EconomyThe 2-year Treasury and Fed funds rate are trading in line. (capitalspectator.com)National home prices, per Case-Shiller, were up 3.9% year-over-year ending in December. (calculatedriskblog.com)Earlier on Abnormal ReturnsResearch links: the Babe Ruth effect. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: dissolving structures. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaThe U.S. has turned its back on the post World War II world order. (cnn.com)Russia is believed to be funding far-right parties in Europe. (nytimes.com)Who would you bet on getting their way: Putin or Trump? (lefsetz.com)
Markets
- 15 stocks that destroyed the most value in the past decade. (morningstar.com)
- Stock market concentration is rising along with wealth concentration. (awealthofcommonsense.com)
Crypto
- The crypto market is seeing a broad-based pullback. (theblock.co)
- Robinhood ($HOOD) feels it has a green-light to expand in crypto and tokenization. (wsj.com)
- How Coinbase ($COIN) maneuvered its way out of SEC problems. (popular.info)
Companies
- Mastering the art of the press release in the age of Trump. (spyglass.org)
- On the parallels between the fracking boom the AI data center boom. (paulkrugman.substack.com)
- Apple ($AAPL) shareholders voted down an anti-DEI proposal (sherwood.news)
Finance
- JP Morgan Chase ($JPM) has private credit envy. (ft.com)
- Some additional thoughts on the Berkshire Hathaway ($BRK.A) annual shareholder letter. (brklyninvestor.com)
Public health
- Fired public officials worked on basic life saving programs, like organ donation. (propublica.org)
- How the demise of USAID will mean unnecessary deaths, per a doctor involved. (time.com)
- The FDA needs more staff, not less. (marginalrevolution.com)
Economy
- The 2-year Treasury and Fed funds rate are trading in line. (capitalspectator.com)
- National home prices, per Case-Shiller, were up 3.9% year-over-year ending in December. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: the Babe Ruth effect. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: dissolving structures. (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)
