Tuesday links: focusing on forex
MarketsWho's buying all that gold? (ft.com)People are trading silver like crazy. (sherwood.news)StrategyThere's only one way to invest in global bonds, currency hedged. (morningstar.com)An example why you shouldn't take financial advice from billionaires. (fa-mag.com)FinanceCharles Schwab ($SCHW) is now well focused on Robinhood ($HOOD). (riabiz.com)CVC Capital Partners is buying U.S. credit firm Marathon Asset Management. (pitchbook.com)Fund managementActive ETFs are growing, but performance is lagging. (roberthuebscher.substack.com)Legendary fund manager Will Danoff of Fidelity Contrafund fame is retiring. (fa-mag.com)CompaniesThere's no clear successor to Jensen Huang at Nvidia ($NVDA). (msn.com)Amazon ($AMZN) is shutting down all Amazon Go and Fresh stores. (wsj.com)UPS ($UPS) is cutting some 30,000 jobs. (cnbc.com)Palantir ($PLTR) is an ICE contractor. (wired.com)Tim CookOm Malik, "The iron clasp of market expectations has turned him [Cook] into what he never meant to be: a man
Markets
Strategy
- There's only one way to invest in global bonds, currency hedged. (morningstar.com)
- An example why you shouldn't take financial advice from billionaires. (fa-mag.com)
Finance
- Charles Schwab ($SCHW) is now well focused on Robinhood ($HOOD). (riabiz.com)
- CVC Capital Partners is buying U.S. credit firm Marathon Asset Management. (pitchbook.com)
Fund management
- Active ETFs are growing, but performance is lagging. (roberthuebscher.substack.com)
- Legendary fund manager Will Danoff of Fidelity Contrafund fame is retiring. (fa-mag.com)
Companies
- There's no clear successor to Jensen Huang at Nvidia ($NVDA). (msn.com)
- Amazon ($AMZN) is shutting down all Amazon Go and Fresh stores. (wsj.com)
- UPS ($UPS) is cutting some 30,000 jobs. (cnbc.com)
- Palantir ($PLTR) is an ICE contractor. (wired.com)
Tim Cook
- Om Malik, "The iron clasp of market expectations has turned him [Cook] into what he never meant to be: a man who goes to parties at the White House while nurses die." (om.co)
- M.G. Siegler, "Tim Cook is captured. There is simply no other explanation for his actions over the past year or so." (spyglass.org)
- Eric Newcomer, "As his retirement looms ever closer, Cook risks cementing his legacy as someone who looked the other way for the sake of profits." (newcomer.co)
Media
- Public media stations is hanging in there. (nytimes.com)
- Independent newsrooms have their own AP wire. (niemanlab.org)
Minnesota
- Large Minnesota companies have little to say about what is going on in their state. (popular.info)
- It's very unusual for public opinion to shift 50% in a year, think immigration. (gelliottmorris.com)
- The response to ICE in Minnesota is citizen led. (theatlantic.com)
Economy
- Per Case-Shiller, through November national home prices were up 1.4% YOY. (calculatedrisk.substack.com)
- The retrenchment in the housing market is slow. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: choosing your discomfort. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the math of wealth. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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