Sunday links: identifying excellent traders
MarketsBig IPOs lock in a series of market events. (rockandturner.substack.com)Is European stock market a viable alternative to the U.S.? (wsj.com)How the AI boom is remaking the stock market. (ft.com)Can you build a better S&P 500? (tker.co)Private assetsZIRP did a number on PE firms. (fa-mag.com)Accounting firm Crowe agreed to sell a stake to KKR ($KKR). (wsj.com)Monroe Capital has had to limit withdrawals from a BDC. (citywire.com)Barry Ritholtz talks with Jean Eric Salata, chair of EQT Group. (ritholtz.com)ETFsIndex funds are booming, but so is retail trading. (awealthofcommonsense.com)Vanguard now has more ETF assets than Blackrock ($BLK). (msn.com)Schwab ($SCHW) now challenges Vanguard on ETF fees. (morningstar.com)How Vanguard approaches mega IPOs. (riabiz.com)How the SpaceX ($SPCX) IPO will affect space-related ETFs. (ft.com)CLO ETFs are seeing big inflows. (bloomberg.com)CompaniesThe trucking business has bottomed. (wsj.com)Why Elon Musk's personal cost of capital has bee
Markets
- Big IPOs lock in a series of market events. (rockandturner.substack.com)
- Is European stock market a viable alternative to the U.S.? (wsj.com)
- How the AI boom is remaking the stock market. (ft.com)
- Can you build a better S&P 500? (tker.co)
Private assets
- ZIRP did a number on PE firms. (fa-mag.com)
- Accounting firm Crowe agreed to sell a stake to KKR ($KKR). (wsj.com)
- Monroe Capital has had to limit withdrawals from a BDC. (citywire.com)
- Barry Ritholtz talks with Jean Eric Salata, chair of EQT Group. (ritholtz.com)
ETFs
- Index funds are booming, but so is retail trading. (awealthofcommonsense.com)
- Vanguard now has more ETF assets than Blackrock ($BLK). (msn.com)
- Schwab ($SCHW) now challenges Vanguard on ETF fees. (morningstar.com)
- How Vanguard approaches mega IPOs. (riabiz.com)
- How the SpaceX ($SPCX) IPO will affect space-related ETFs. (ft.com)
- CLO ETFs are seeing big inflows. (bloomberg.com)
Companies
- The trucking business has bottomed. (wsj.com)
- Why Elon Musk's personal cost of capital has been lower than anybody else's. (tomtunguz.com)
- How John Malone helped shaped modern American business. (thebignewsletter.com)
- Public companies want you to know they are acting with 'intention.' (ft.com)
Retail
- What makes for a great brand? (howardlindzon.com)
- GLP-1s are throwing clothing retail into chaos. (wsj.com)
- The business of clothing rental is booming. (theatlantic.com)
Defense
- How drones have leveled the battlefield between large and small countries. (wsj.com)
- Why Europe shouldn't be dependent on key Chinese defense components. (noahpinion.blog)
- How the European boom in defense spending is boosting certain towns. (wsj.com)
- The U.S. is blowing up boats that it cannot confirm are carrying drugs or weapons. (nytimes.com)
Law and order
- The Justice Department’s Public Integrity Section has been hollowed out. (notus.org)
- Judges no longer take DOJ statements at face value. (theatlantic.com)
- The attorney general is supposed to represent the interests of the American people, not one man. (buttondown.com)
Trump
- Trump's name is off the Kennedy Center but the damage is already done. (theatlantic.com)
- If you are not present in D.C. you may not realize how Trump has transformed the city. (slate.com)
- The UFC fight at the White House is also a win for sports gambling. (wapo.st)
Economy
- What PPI implies for future CPI. (bonddad.blogspot.com)
- Why we can still trust the jobs numbers. (newsletter.platypuseconomics.com)
- The world continues to draw down oil reserves. (nytimes.com)
- Another look at Powell's tenure as Fed chairman. (conversableeconomist.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)
- Radical uncertainty and global demographic decline. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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