Wednesday links: the best use of talent
MarketsThe stock market doesn't care about you. (tonyisola.com)How long do dollar moves last? (larryswedroe.substack.com)Real estateREITs have struggled to keep up with the stock market. (morningstar.com)The supply of office space is set to actually contract in 2025. (wsj.com)GoldWhy are central banks upping their holdings of gold? (mrzepczynski.blogspot.com)Individual Chinese investors love gold. (nytimes.com)StrategyYou can't just tune out the noise, you have to manage it. (ritholtz.com)Under what circumstances can an asset's valuation get away from itself? (behaviouralinvestment.com)FinanceRobinhood ($HOOD) is growing its product offerings. (wsj.com)The IPO window may now be open for health tech. (dealbreaker.com)When a company says they own [insert number here] Bitcoin, how do you know? (ft.com)DealsThe TikTok ban is getting another 90 day extension. (techcrunch.com)Nippon Steel has finalized its deal to buy 100% of US Steel. (axios.com)EconomyWeekly initial unemployment claims are ticking higher. (calculatedriskblog.com)Economic data is coming in lower than expectations. (sherwood.news)Housing construction looks contractionary. (bonddad.blogspot.com)Why hasn't inflation increased more due to tariffs? (stayathomemacro.substack.com)Earlier on Abnormal ReturnsPersonal finance links: money issues. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: random deviations. (abnormalreturns.com)Don't miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaStreaming has ruined the sports viewing experience. (nytimes.com)The NBA wanted parity, and now they've got it. (theatlantic.com)The Taliban is enforcing its ban on chess. (npr.org)
Markets
- The stock market doesn't care about you. (tonyisola.com)
- How long do dollar moves last? (larryswedroe.substack.com)
Real estate
- REITs have struggled to keep up with the stock market. (morningstar.com)
- The supply of office space is set to actually contract in 2025. (wsj.com)
Gold
- Why are central banks upping their holdings of gold? (mrzepczynski.blogspot.com)
- Individual Chinese investors love gold. (nytimes.com)
Strategy
- You can't just tune out the noise, you have to manage it. (ritholtz.com)
- Under what circumstances can an asset's valuation get away from itself? (behaviouralinvestment.com)
Finance
- Robinhood ($HOOD) is growing its product offerings. (wsj.com)
- The IPO window may now be open for health tech. (dealbreaker.com)
- When a company says they own [insert number here] Bitcoin, how do you know? (ft.com)
Deals
- The TikTok ban is getting another 90 day extension. (techcrunch.com)
- Nippon Steel has finalized its deal to buy 100% of US Steel. (axios.com)
Economy
- Weekly initial unemployment claims are ticking higher. (calculatedriskblog.com)
- Economic data is coming in lower than expectations. (sherwood.news)
- Housing construction looks contractionary. (bonddad.blogspot.com)
- Why hasn't inflation increased more due to tariffs? (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Personal finance links: money issues. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: random deviations. (abnormalreturns.com)
- Don't miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
