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Friday links: constant reinvention
Commodities

Friday links: constant reinvention

Market Expert  Jul 4, 2026

FinanceBlackstone ($BX) backed Jersey Mike's has filed to go public. (restaurantdive.com)The art market is increasingly financialized. (humbledollar.com)Private creditBlue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com)Why an ever growing redemption queue at private credit funds is untenable. (pitchbook.com)CompaniesEven Apple ($AAPL) can't sidestep rising memory prices. (theatlantic.com)Kroger ($KR) is buying supermarket chain Giant Eagle. (cnbc.com)Lucky Strike ($LUCK) is trying to reinvent bowling. Not everyone is happy about it. (wsj.com)MediaA look at The Onion's plan to relaunch InfoWars. (chicago.suntimes.com)When suing media organizations becomes an income stream. (newrepublic.com)Data on how much the typical newsletter charges. (pressgazette.co.uk)RussiaUkraine can now strike freely within Russia. (axios.com)Gas lines are now commonplace throughout Russia. (nytimes.com)Russia's race to build a Starlink rival is stuck in neutral. (bloomberg.com)America

At The Money: Building a Bond Ladder with ETFs
Analysis

At The Money: Building a Bond Ladder with ETFs

Market Expert  Jul 3, 2026

     At The Money: Building a Bond Ladder with ETFs (July 2, 2026) How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds? Full transcript below. ~~~ About this week’s guest: Steve Laipply is Global Co-Head of iShares Fixed Income ETFs. Previously, he was Head of U.S. iShares Fixed Income… Read More The post At The Money: Building a Bond Ladder with ETFs appeared first on The Big Picture.

‘I claimed Social Security at 62’: At 76, I’m working at Walmart. Why do I still owe payroll taxes?
Stock

‘I claimed Social Security at 62’: At 76, I’m working at Walmart. Why do I still owe payroll taxes?

Market Expert  Jul 2, 2026

“It seems like half of the workforce at our local Walmart is over 65.”

Warsh’s throwaway comment injects life into the debasement trade, for one day at least
Stock

Warsh’s throwaway comment injects life into the debasement trade, for one day at least

Market Expert  Jul 2, 2026

As much as new Fed Chair Kevin Warsh tried to refrain from steering markets, it looks like he did.

Protein-packed Cheerios and cat food: How General Mills plans to combat a tough spending backdrop
Stock

Protein-packed Cheerios and cat food: How General Mills plans to combat a tough spending backdrop

Market Expert  Jul 2, 2026

“Cat growth is on fire,” one executive said.

This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’
Stock

This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’

Market Expert  Jul 2, 2026

Blue Whale Growth Fund manager exited software stocks before many others did.

The three factors that have finally brought the small-cap trade to life
Stock

The three factors that have finally brought the small-cap trade to life

Market Expert  Jul 2, 2026

Strategists at Goldman Sachs said the three key catalysts for the Russell 2000’s recent outperformance were the artificial-intelligence industry, a strong economic backdrop and a boost in biotechnology stocks.

‘We were stunned’: My daughter, 39, said her mother-in-law gives her more money than we do. Do I call her out?
Stock

‘We were stunned’: My daughter, 39, said her mother-in-law gives her more money than we do. Do I call her out?

Market Expert  Jul 2, 2026

“She thanked us for the $100 birthday gift and then announced that her mother-in-law had sent her $400.”

‘There was a catch’: My doctor friend was outraged by his hospital’s fundraising tactics. Where do we draw the line?
Stock

‘There was a catch’: My doctor friend was outraged by his hospital’s fundraising tactics. Where do we draw the line?

Market Expert  Jul 2, 2026

“This shocking program was exploiting doctors and the trust inherent in their relationships with patients.”

Tamera Mowry lists Bay Area house for $2.7 million as she prepares to build Napa Valley ‘dream home’
Stock

Tamera Mowry lists Bay Area house for $2.7 million as she prepares to build Napa Valley ‘dream home’

Market Expert  Jul 2, 2026

“Sister, Sister” star Tamera Mowry-Housley has listed her longtime California house for $2.7 million—months after revealing that she and her husband are in the process of building a new home in Napa Valley.

After eight years, Google loses final appeal against $4.7 billion European Union fine
Stock

After eight years, Google loses final appeal against $4.7 billion European Union fine

Market Expert  Jul 2, 2026

The Court of Justice of the European Union ruled to uphold its fine against Google over alleged anti-competition practices

OpenAI reportedly considers handing 5% stake to the government. Here’s why the AI lab would consider that move.
Stock

OpenAI reportedly considers handing 5% stake to the government. Here’s why the AI lab would consider that move.

Market Expert  Jul 2, 2026

Bringing the government on board as an equity partner may serve to dilute some of the criticism of the AI industry that has developed momentum in recent months.

Personal finance links: playing status games
Commodities

Personal finance links: playing status games

Market Expert  Jul 2, 2026

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...

Wednesday links: signs of life
Commodities

Wednesday links: signs of life

Market Expert  Jul 2, 2026

June 2026The S&P 500 fell 0.95% in June 2026. The Smallcap 600 was up 7.29%. (on.spdji.com)How major asset classes performed in June 2026. (capitalspectator.com)Technology stocks now make up a record share of the S&P 500. (morningstar.com)Semiconductor stocks had their best quarter ever. (axios.com)StrategyDo we need to be worried about stock market leverage? (awealthofcommonsense.com)The math behind Bobby Bonilla Day. (ritholtz.com)IPOsBending Spoons ($BSP) is now public. (axios.com)Signs of life in SPAC land. (pitchbook.com)Lime ($LIME) is now public. (ft.com)CompaniesMeta ($META) now wants to sell compute. (semafor.com)Nippon Steel isn't exactly investing bigly in US Steel. (axios.com)Microsoft ($MSFT) is making bank in Ireland. (wsj.com)FinanceHow BDC managers dealt with Medallia before its bankruptcy. (ft.com)Corporate pensions are fully funded again for the first time in almost two decades. (apollo.com)Hedge fundsPaul Singer's Elliott Management has recently spawned a slew

Reverse Engineering the Met’s Bobby Bonilla Deal
Analysis

Reverse Engineering the Met’s Bobby Bonilla Deal

Market Expert  Jul 2, 2026

  Funny story: I was supposed to have Bobby Bonilla on Masters in Business, but it did not come to pass.1 That was a shame, because Bobby Bonilla Day is a fascinating cautionary tale about hubris, fraud, misunderstanding risk, and all sorts of other amusing and fun BeFi issues. I went deep down the rabbit… Read More The post Reverse Engineering the Met’s Bobby Bonilla Deal appeared first on The Big Picture.

Private Fund Due Diligence: A Checklist For Reviewing Governing Documents And Operational Controls
Analysis

Private Fund Due Diligence: A Checklist For Reviewing Governing Documents And Operational Controls

Market Expert  Jul 2, 2026

For most of our history, the domain of the financial advisor has been helping clients to invest their savings in publicly traded stocks and bonds that create opportunities for long-term growth, in order to achieve clients' retirement and other savings goals. While the particular vehicles have changed over time – from individual securities, to mutualRead More... The post Private Fund Due Diligence: A Checklist For Reviewing Governing Documents And Operational Controls first appeared on Kitces.com.

Nike earnings crushed Wall Street’s estimates — but here’s the catch
Stock

Nike earnings crushed Wall Street’s estimates — but here’s the catch

Market Expert  Jul 1, 2026

Nike’s profit and gross margins were buoyed by a tariff refund.

‘She is retired’: Do I dip into my 401(k) to pay my mother’s $30,000 credit-card debt?
Stock

‘She is retired’: Do I dip into my 401(k) to pay my mother’s $30,000 credit-card debt?

Market Expert  Jul 1, 2026

“I want her to live on her Social Security instead of using it to pay off her credit-card debt.”

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