Friday links: seeing the future
MarketsThe Taiwan dollar is soaring in value. (bloomberg.com)China is diversifying away from US Treasuries but there are only so many places they can go. (ft.com)StrategyBeware analysts espousing certainty. (klementoninvesting.substack.com)Who are you listening to? (spilledcoffee.co)MediaWhy Wall Street types love JC Chandor's 'Margin Call.' (semafor.com)New York Magazine is now publishing one of its daily newsletters on Substack. (niemanlab.org)RIP, your LinkedIn feed. (bloomberg.com)CryptoStablecoin usage is growing. (netinterest.co)Rinse, repeat. Strategy ($MSTR) is selling more stock in order to buy more Bitcoin. (ft.com)Some 43% of Robinhood ($HOOD) transaction revenue come from crypto. (blockworks.co)Conflicts of interestThe many ways the Trump family has profited in the first 100 days. (axios.com)David Yaffe-Bellany, "The role of USD1 in Binance’s deal with MGX provides major financial support to World Liberty." (nytimes.com)Freight Technologies ($FRGT) is buying $TRUMP coin. (theblock.co)AppleApple's ($AAPL) Q2 earnings call 'just felt off.' (spyglass.org)Apple's ($AAPL) Q2 earnings in chart form. (sixcolors.com)Berkshire Hathaway10 questions for the Berkshire Hathaway ($BRK.A) annual shareholder meeting. (morningstar.com)Warren Buffett has publicly been pretty quiet of late. (wsj.com)DiningThe Starbucks ($SBUX) turnaround isn't here yet. (sherwood.news)Subway keeps shrinking its store footprint. (qsrmagazine.com)Don't kid yourself. Eating outside is overrated. (gq.com)SportsWrexham AFC is stepping up a league and a financial class. (frontofficesports.com)It take deep pockets to succeed in horse racing. (sportico.com)Can a new rapid-fire format turn chess into a spectator sport? (sportico.com)How F1 got a foothold in America. (wsj.com)EconomyThe April NFP report showed a rise of 177k jobs and a 4.2% unemployment rate. (calculatedriskblog.com)Still no major signs of weakness in the labor report. (bonddad.blogspot.com)Transportation and warehousing boomed. (econbrowser.com)Earlier on Abnormal ReturnsPodcast links: censorship solves nothing. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: economic surrealism. (abnormalreturns.com)Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)Mixed mediaResistance doesn't mean being louder. It's something more fundamental. (quartzevelyn.substack.com)'The Pitt' is a show about broken systems. (annehelen.substack.com)The case for abundance. (freethink.com)
Markets
- The Taiwan dollar is soaring in value. (bloomberg.com)
- China is diversifying away from US Treasuries but there are only so many places they can go. (ft.com)
Strategy
- Beware analysts espousing certainty. (klementoninvesting.substack.com)
- Who are you listening to? (spilledcoffee.co)
Media
- Why Wall Street types love JC Chandor's 'Margin Call.' (semafor.com)
- New York Magazine is now publishing one of its daily newsletters on Substack. (niemanlab.org)
- RIP, your LinkedIn feed. (bloomberg.com)
Crypto
- Stablecoin usage is growing. (netinterest.co)
- Rinse, repeat. Strategy ($MSTR) is selling more stock in order to buy more Bitcoin. (ft.com)
- Some 43% of Robinhood ($HOOD) transaction revenue come from crypto. (blockworks.co)
Conflicts of interest
- The many ways the Trump family has profited in the first 100 days. (axios.com)
- David Yaffe-Bellany, "The role of USD1 in Binance’s deal with MGX provides major financial support to World Liberty." (nytimes.com)
- Freight Technologies ($FRGT) is buying $TRUMP coin. (theblock.co)
Apple
- Apple's ($AAPL) Q2 earnings call 'just felt off.' (spyglass.org)
- Apple's ($AAPL) Q2 earnings in chart form. (sixcolors.com)
Berkshire Hathaway
- 10 questions for the Berkshire Hathaway ($BRK.A) annual shareholder meeting. (morningstar.com)
- Warren Buffett has publicly been pretty quiet of late. (wsj.com)
Dining
- The Starbucks ($SBUX) turnaround isn't here yet. (sherwood.news)
- Subway keeps shrinking its store footprint. (qsrmagazine.com)
- Don't kid yourself. Eating outside is overrated. (gq.com)
Sports
- Wrexham AFC is stepping up a league and a financial class. (frontofficesports.com)
- It take deep pockets to succeed in horse racing. (sportico.com)
- Can a new rapid-fire format turn chess into a spectator sport? (sportico.com)
- How F1 got a foothold in America. (wsj.com)
Economy
- The April NFP report showed a rise of 177k jobs and a 4.2% unemployment rate. (calculatedriskblog.com)
- Still no major signs of weakness in the labor report. (bonddad.blogspot.com)
- Transportation and warehousing boomed. (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: censorship solves nothing. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: economic surrealism. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
