Monday links: inherently self-defeating
January 2025The S&P 500 returned 2.78% in January 2025. (on.spdji.com)Major asset class performance for January 2025. (capitalspectator.com)FinanceThe Texas Stock Exchange is taking steps forward. (wsj.com)MicroStrategy ($MSTR) is exploring new and novel ways to pay for additional Bitcoin. (ft.com)You can now bet on the Super Bowl in your Robinhood ($HOOD) account via Kalshi. (msn.com)ETFsThe Bogle Effect rolls on as Vanguard cuts fund fees. (wealthmanagement.com)The mirage that is leveraged ETF returns. (jeffreyptak.substack.com)OpenAIWhy OpenAI's o1 Pro is a big deal. (marginalrevolution.com)Hands-on with OpenAI's agent Operator. (nytimes.com)OpenAI just released Deep Research. (engadget.com)OpenAI was shocked to see the DeepSeek app take off. (bigtechnology.com)Why does OpenAI need to raise so much capital? (spyglass.org)GlobalBrexit is more unpopular than ever, five years in. (semafor.com)Why pushing around Latin American allies will ultimately backfire. (theatlantic.com)GovernmentA look at the Elon Musk proteges who are running roughshod through the federal government. (wired.com)What information has already disappeared from government websites. (nytimes.com)The CDC has paused publishing research papers. (reuters.com)EnergyWhy the U.S. needs Canadian oil. (edconway.substack.com)Why the energy transition is stuck in neutral. (coldeye.earth)EconomyWhere the economy stands going into Trump 2.0. (ritholtz.com)The January ISM Manufacturing report showed strong growth. (bonddad.blogspot.com)Earlier on Abnormal ReturnsAdviser links: meeting clients where they are. (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 mediaHow the Mavericks-Lakers trade came together. (espn.com)Luka for AD: a tale of the tape. (spyglass.org)How the LA Lakers seem to keep attracting superstar players. (neilpaine.substack.com)
January 2025
- The S&P 500 returned 2.78% in January 2025. (on.spdji.com)
- Major asset class performance for January 2025. (capitalspectator.com)
Finance
- The Texas Stock Exchange is taking steps forward. (wsj.com)
- MicroStrategy ($MSTR) is exploring new and novel ways to pay for additional Bitcoin. (ft.com)
- You can now bet on the Super Bowl in your Robinhood ($HOOD) account via Kalshi. (msn.com)
ETFs
- The Bogle Effect rolls on as Vanguard cuts fund fees. (wealthmanagement.com)
- The mirage that is leveraged ETF returns. (jeffreyptak.substack.com)
OpenAI
- Why OpenAI's o1 Pro is a big deal. (marginalrevolution.com)
- Hands-on with OpenAI's agent Operator. (nytimes.com)
- OpenAI just released Deep Research. (engadget.com)
- OpenAI was shocked to see the DeepSeek app take off. (bigtechnology.com)
- Why does OpenAI need to raise so much capital? (spyglass.org)
Global
- Brexit is more unpopular than ever, five years in. (semafor.com)
- Why pushing around Latin American allies will ultimately backfire. (theatlantic.com)
Government
- A look at the Elon Musk proteges who are running roughshod through the federal government. (wired.com)
- What information has already disappeared from government websites. (nytimes.com)
- The CDC has paused publishing research papers. (reuters.com)
Energy
- Why the U.S. needs Canadian oil. (edconway.substack.com)
- Why the energy transition is stuck in neutral. (coldeye.earth)
Economy
- Where the economy stands going into Trump 2.0. (ritholtz.com)
- The January ISM Manufacturing report showed strong growth. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: meeting clients where they are. (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)
