Sunday links: a workable balance
MarketsLow vol stocks are different. (wsj.com)A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com)Josh Brown, "HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from an AI standpoint." (downtownjoshbrown.com)SoftwareWhy software investors were taken aback this week. (tker.co)Software stocks are getting crushed, but software itself is only growing. (howardlindzon.com)Software runs on data. Incumbents still own it. (axios.com)What software stocks are pricing in. (tomtunguz.com)Software is not a macro problem. (apolloacademy.com)CryptoIs Bitcoin just software? (trendlabs.com)Crypto tanked. Nobody really knows why. (wsj.com)Inside the web of crypto companies backed by the Trump family and their associates. (wsj.com)There is no World Liberty FInancial without the support of Binance. (nytimes.com)Prediction marketsTraders on prediction markets are wising up. (ft.com)NBA star, Giannis Antetokounmpo now owns a s
Markets
- Low vol stocks are different. (wsj.com)
- A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com)
- Josh Brown, "HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from an AI standpoint." (downtownjoshbrown.com)
Software
- Why software investors were taken aback this week. (tker.co)
- Software stocks are getting crushed, but software itself is only growing. (howardlindzon.com)
- Software runs on data. Incumbents still own it. (axios.com)
- What software stocks are pricing in. (tomtunguz.com)
- Software is not a macro problem. (apolloacademy.com)
Crypto
- Is Bitcoin just software? (trendlabs.com)
- Crypto tanked. Nobody really knows why. (wsj.com)
- Inside the web of crypto companies backed by the Trump family and their associates. (wsj.com)
- There is no World Liberty FInancial without the support of Binance. (nytimes.com)
Prediction markets
- Traders on prediction markets are wising up. (ft.com)
- NBA star, Giannis Antetokounmpo now owns a stake in Kalshi. (frontofficesports.com)
Companies
- How Corning ($GLW) is cleaning up from the AI boom. (wsj.com)
- A history of cross-border payments, and the rise of Wise. (fiscal.ai)
- The story of SharkNinja ($SN). (quartr.com)
Policy
- Why the investigation into Renee Good's killing was halted. (nytimes.com)
- The EPA has dramatically cut its enforcement activity. (insideclimatenews.org)
- Why you can expect delays at the IRS this tax season. (axios.com)
- Immigration is a net (fiscal) benefit to the U.S. (cato.org)
- The Border Patrol has always been problematic. (nytimes.com)
- Why ICE agents wear masks. (theatlantic.com)
Economy
- Layoff announcements are spiking. (econbrowser.com)
- A growing number of Americans say its hard to get a job. (wsj.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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