Quote of the Day
"Storytelling is a skill that’s only to become increasingly valuable over time."
(Lawrence Yeo)
Chart of the Day
Norway’s sovereign wealth fund holds more than $300k in assets for every citizen.
Markets
- Nvidia ($NVDA) traded nearly 800 million shares on Monday. (axios.com)
- Nvidia ($NVDA) on Monday lost more market cap than Mastercard ($MA) is worth. (downtownjoshbrown.com)
- Why narratives can move a stock like Nvidia's ($NVDA) so much. (scheplick.com)
Crypto
- The uproar over Trump Coin has nearly been forgotten. (theatlantic.com)
- Trump Media and Technology Group ($DJT) is expanding into crypto and financial services. (axios.com)
Technology
- OpenAI is the big loser from the DeepSeek news. (wheresyoured.at)
- How a TikTok deal could go down. (spyglass.org)
Fund management
- Blackstone ($BLK) is paying a growing price for backstopping BREIT. (giftarticle.ft.com)
- What makes for a good index fund? (morningstar.com)
- Post Hindenberg, who is left in the short selling space? (ft.com)
Earlier on Abnormal Returns
- Personal finance links: household economics. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: optimizing for costs. (abnormalreturns.com)
- Why 'critical ignoring' is a crucial skill these days. (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)
