Quote of the Day
"Money, if you invest wisely, can always be earned back. Time cannot."
(Vishal Khandelwal)
Strategy
- In light of rising uncertainty, why are stock markets holding up so well? (paulkrugman.substack.com)
- Macro risks are increasing. Seven areas where to look. (ritholtz.com)
- The old shortcuts no longer work. (davenadig.substack.com)
Crypto
- Robinhood ($HOOD) is next company to see a crypto-related SEC investigation dropped. (cnbc.com)
- Strategy ($MSTR) now owns nearly a half million Bitcoin. (theblock.co)
Big Tech
- Apple ($AAPL) is planning to spend big in the U.S. (arstechnica.com)
- Data center demand is shifting. (spyglass.org)
- Meta ($META) is boosting payments for viral content. (propublica.org)
Venture capital
- The best VCs are needle magnets. (hunterwalk.com)
- Safe Superintelligence is raising capital at a $30 billion valuation. (ft.com)
- How to be a better junior VC. (hunterwalk.com)
Starbucks
- Starbucks ($SBUX) is laying off 1100 workers in its corporate HQ. (finance.yahoo.com)
- Why some Starbucks ($SBUX) are ditching plastic cups. (grist.org)
Global
- Russia can't win on ground in Ukraine, which is why they are counting on Trump to bail them out. (theatlantic.com)
- A tentative peace is holding in Syria. (ft.com)
- Cybercrime has a decidedly cross-border flavor. (bloomberg.com)
- Sanctions are like antibiotics. They can be overused. (theatlantic.com)
Economy
- Don't let big, scary numbers fool you. Denominators matter. (optimisticallie.com)
- Wealthy Americans make up a bigger part of consumer spending. (wsj.com)
- Veterans are getting hurt disproportionately by federal job cuts. (axios.com)
- A sign that 2024's economy wasn't as strong as it looked. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: dissolving structures. (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)
