Sunday links: the urge to create
MarketsThe stock market serves to confuse you. (awealthofcommonsense.com)There are plenty of reasons why a stock can stumble. (humbledollar.com)Sam Ro, "At the end of the day, publicly traded companies aren’t out here to sell a product. They’re out here to allocate capital, make money, and increase shareholder value. Sometimes, this means shifting focus away from the original product the company was known for." (tker.co)CryptoHow does Strategy ($MSTR) afford the dividends on its preferred stock? (ft.com)How did this year's $TRUMP memecoin event go? (nytimes.com)Tennessee is the second state to ban crypto ATMs. (theblock.co)ETFsChecking in on the market for single-stock ETFs. (etf.com)Why institutional investors are increasingly utilizing ETFs. (institutionalinvestor.com)The line between active and passive is more nuanced than you think. (etf.com)MuskThe 'Musk Multiple' is real. (gettheleverage.com)How Musk took personal loans from SpaceX. (nytimes.com)CompaniesNvidia ($NVDA) is as mu
Markets
- The stock market serves to confuse you. (awealthofcommonsense.com)
- There are plenty of reasons why a stock can stumble. (humbledollar.com)
- Sam Ro, "At the end of the day, publicly traded companies aren’t out here to sell a product. They’re out here to allocate capital, make money, and increase shareholder value. Sometimes, this means shifting focus away from the original product the company was known for." (tker.co)
Crypto
- How does Strategy ($MSTR) afford the dividends on its preferred stock? (ft.com)
- How did this year's $TRUMP memecoin event go? (nytimes.com)
- Tennessee is the second state to ban crypto ATMs. (theblock.co)
ETFs
- Checking in on the market for single-stock ETFs. (etf.com)
- Why institutional investors are increasingly utilizing ETFs. (institutionalinvestor.com)
- The line between active and passive is more nuanced than you think. (etf.com)
Musk
- The 'Musk Multiple' is real. (gettheleverage.com)
- How Musk took personal loans from SpaceX. (nytimes.com)
Companies
- Nvidia ($NVDA) is as much a software story as a hardware story. (downtownjoshbrown.com)
- It took a bit, but Sphere Entertainment ($SPHR) has found its financial footing. (wsj.com)
- Putting Jane Street's profits into perspective. (ft.com)
- How Tim Cook reshaped Apple ($AAPL). (readtrung.com)
Data centers
- Developers want to build six data centers in this Pennsylvania town. (wapo.st)
- This Missouri town really doesn't want a data center. (wsj.com)
- Maine Governor Janet Mills vetoed a bill that would have temporarily brought permits for new data centers to a halt. (techcrunch.com)
The Pentagon
- The Pentagon's campaign against the press has created a fog around the Iran war. (thebulwark.com)
- Iran reportedly caused more damage to US assets than previously disclosed. (nbcnews.com)
- The Pentagon has fired the Stars and Stripes ombudsman. (the-independent.com)
Science
- Trump fired the entire National Science Board which oversees the NSF. (theverge.com)
- The CDC has blocked the release of a report showing Covid-19 vaccinations reduce hospitalizations. (wapo.st)
Conflicts of interest
- Eric Trump is bragging about his conflicts of interest. (newrepublic.com)
- Why the Trump administration tried to hide donor names for the big beautiful ballroom. (washingtonpost.com)
- Why this California tribe is contributing to Trump. (popular.info)
Economy
- DOGE crushed employment in the Washington DC metro area. (sherwood.news)
- The housing market IS subject to the law of supply and demand. (theargumentmag.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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