Quote of the Day
"In trying to emulate others, we sacrifice the one edge we inherently have in the market – our unique perspective."
(Vishal Khandelwal)
Chart of the Day
Nvidia ($NVDA) and Apple ($AAPL) continue to battle it out to be the market cap leader. (chart via YCharts)
Markets
- In today's markets everything is up for grabs. (howardlindzon.com)
- American investors, consumers and business leaders are uniquely optimistic. (optimisticallie.com)
Microstrategy
- Microstrategy ($MSTR) keeps playing from its playbook. (sherwood.news)
- Why is Michael Saylor and Microstrategy ($MSTR) is such a hurry? (on.ft.com)
ETFs
- How the largest ETFs performed in 2024. (morningstar.com)
- Buffered Bitcoin ETFs are coming. (etf.com)
January 6th
- Donald Trump will get a peaceful transition of power, that Biden was denied. (politico.com)
- After a brief moment of clarity, GOP leadership has been unwilling to hold anyone to account for January 6th. (donmoynihan.substack.com)
- The American system failed, and these seven parties are responsible. (danieldrezner.substack.com)
- January 6th was a longshot bet that ultimately paid off. (unpopularfront.news)
- 61% of Americans are against pardoning those convicted for January 6th crimes. (monmouth.edu)
- The videos from January 6th, often taken by the participants, don't lie. (kottke.org)
Economy
- Economic policy uncertainty is at a high level going into 2025. (econbrowser.com)
- Apartment and office vacancy rates are still trending higher. (calculatedrisk.substack.com)
- 21 states raised their minimum wage for 2025. (abcnews.go.com)
Earlier on Abnormal Returns
- Adviser links: higher for longer. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
