Tuesday links: the weighing machine
MarketsMarkets are driven by surprises. (mrzepczynski.blogspot.com)Commodity prices are edging higher. (priceactionlab.com)StrategyHolding a winning stock over the very long run is hard to do. (optimisticallie.com)The market is both a voting AND weighing machine. (morningstar.com)CryptoKyla Scanlon, "What happens when political power, financial wealth, and narrative control all belong to a single entity?" (kyla.substack.com)It's now trivial to influence the sitting President using crypto. (noahpinion.blog)In crypto, it's every man (person) for themselves. (howardlindzon.com)ETFsAnother manager has jumped into the 351 conversion space. (etf.com)GlobalTrade flows are changing, tariffs or not. (mrzepczynski.blogspot.com)Optimism about the Middle East over the long term. (noahpinion.blog)Spain wants to make it more expensive for non-residents to buy a house. (axios.com)It will take years to de-mine Ukraine. (newyorker.com)EconomyOn the upside risks to inflation. (apolloacademy.com)It's hard to see federal policy doing much about the rising costs of autos, eggs, or child care. (msn.com)7% mortgage rates are not great for the housing market. (housingwire.com)Housing completions in 2024 were at their highest level since 2006. (calculatedrisk.substack.com)Do consumers understand the effect of tariffs? (econbrowser.com)Earlier on Abnormal ReturnsResearch links: taking responsibility. (abnormalreturns.com)Adviser links: proactive communication. (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 mediaDamon Beres, "The tech industry has officially placed itself in the palm of Trump’s hand." (theatlantic.com)The CEOs that were once against Trump are now kissing the ring. (bloomberg.com)Companies are trying hard to avoid Trump's bad side. (axios.com)
Markets
- Markets are driven by surprises. (mrzepczynski.blogspot.com)
- Commodity prices are edging higher. (priceactionlab.com)
Strategy
- Holding a winning stock over the very long run is hard to do. (optimisticallie.com)
- The market is both a voting AND weighing machine. (morningstar.com)
Crypto
- Kyla Scanlon, "What happens when political power, financial wealth, and narrative control all belong to a single entity?" (kyla.substack.com)
- It's now trivial to influence the sitting President using crypto. (noahpinion.blog)
- In crypto, it's every man (person) for themselves. (howardlindzon.com)
ETFs
Global
- Trade flows are changing, tariffs or not. (mrzepczynski.blogspot.com)
- Optimism about the Middle East over the long term. (noahpinion.blog)
- Spain wants to make it more expensive for non-residents to buy a house. (axios.com)
- It will take years to de-mine Ukraine. (newyorker.com)
Economy
- On the upside risks to inflation. (apolloacademy.com)
- It's hard to see federal policy doing much about the rising costs of autos, eggs, or child care. (msn.com)
- 7% mortgage rates are not great for the housing market. (housingwire.com)
- Housing completions in 2024 were at their highest level since 2006. (calculatedrisk.substack.com)
- Do consumers understand the effect of tariffs? (econbrowser.com)
Earlier on Abnormal Returns
- Research links: taking responsibility. (abnormalreturns.com)
- Adviser links: proactive communication. (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 media
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