Friday links: doing the right things well
StrategyThe first goal of investing is survival. (awealthofcommonsense.com)Sometimes a basket trade just makes sense. (oldroperesearch.substack.com)Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com)Fund managementPaying a premium for closed-end pre-IPO funds has been a losing proposition. (pitchbook.com)Nobody really needs growth or value index funds. (wsj.com)Alternatives managers are pushing hard to put their products into model portfolios. (pitchbook.com)RoboticsHumanoid robot maker Unitree Robotics went public in China. (nytimes.com)Is it possible to build China-free humanoid robots? (wired.com)FoodWhole Food's (price) reputation is changing. (linkedin.com)Dairy-free milk volume is falling off. (bloomberg.com)How Pringles are made. (wsj.com)Why Talenti got worse. (nytimes.com)Data centersThe localities where data centers are getting built with little or no public input. (wsj.com)Despite all the talk, new data centers are largely powered by
Strategy
- The first goal of investing is survival. (awealthofcommonsense.com)
- Sometimes a basket trade just makes sense. (oldroperesearch.substack.com)
- Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com)
Fund management
- Paying a premium for closed-end pre-IPO funds has been a losing proposition. (pitchbook.com)
- Nobody really needs growth or value index funds. (wsj.com)
- Alternatives managers are pushing hard to put their products into model portfolios. (pitchbook.com)
Robotics
- Humanoid robot maker Unitree Robotics went public in China. (nytimes.com)
- Is it possible to build China-free humanoid robots? (wired.com)
Food
- Whole Food's (price) reputation is changing. (linkedin.com)
- Dairy-free milk volume is falling off. (bloomberg.com)
- How Pringles are made. (wsj.com)
- Why Talenti got worse. (nytimes.com)
Data centers
- The localities where data centers are getting built with little or no public input. (wsj.com)
- Despite all the talk, new data centers are largely powered by natural gas. (nytimes.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Housing
- Berkshire Hathaway ($BRK.A) is now the country's fourth largest home builder. (finance.yahoo.com)
- We can build data centers, but not housing. (apollo.com)
- Will the 21st Century ROAD to Housing Act actually boost housing? (construction-physics.com)
- Washington DC's luxury housing market is on fire. (wsj.com)
- What is Zuck building on Kauai? (wired.com)
Economy
- The July NFP showed an unexpected drop in jobs. (npr.org)
- Wage growth keeps falling. (paulkrugman.substack.com)
- Is the price of a less verbose Fed more rate volatility? (morningstar.com)
Earlier on Abnormal Returns
- Part 1 of our Q&A with Jack Raines, author of "Young Money: A Field Guide to Wealth and Purpose in Your Twenties." (abnormalreturns.com)
- Part 2 of our Q&A with Jack Raines, author of "Young Money: A Field Guide to Wealth and Purpose in Your Twenties." (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: pleasure-free decadence. (abnormalreturns.com)
Mixed media
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