Quote of the Day
"Flood the Zone" is very good at exhausting you politically, but don’t let it exhaust your discipline as an investor."
(Barry Ritholtz)
Markets
- Short selling isn't dead just yet. (ft.com)
- On the importance of tuning out the noise. (ritholtz.com)
- Why you need to recognize the role of luck in investing. (blogs.cfainstitute.org)
Crypto
- Coinbase ($COIN) is getting a pass from the SEC. (sherwood.news)
- The Franklin Crypto Index ETF ($EZPZ) combining Bitcoin and Ethereum is now live. (theblock.co)
Finance
- How can the big private equity shops invest all the capital they have amassed? (capitalallocators.com)
- The investment case for closing the carried interest tax loophole. (caia.org)
- The private credit boom has generated a slew of new billionaires. (bloomberg.com)
Companies
- Why is Berkshire Hathaway ($BRK.A) sitting on so much cash? (wsj.com)
- How a decision by CFIUS helped turn AppLovin ($APP) into a huge success. (marketwatch.com)
- Companies are thinking more deeply about securing their data. (semafor.com)
James Bond
- Amazon MGM ($AMZN) paid up, big time, to gain control over the James Bond franchise. (deadline.com)
- Why the James Bond news was so surprising. (spyglass.org)
- Amazon MGM ($AMZN) is going to ruin James Bond, aren't they? (daringfireball.net)
Economy
- The yield curve is at risk of re-inverting. (econbrowser.com)
- LA Ports were busy in January (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: confidence and creativity. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: an uncertain future. (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)
