Monday links: holding periods
Markets2025 earnings estimates are coming down. (ft.com)How asset classes performed during prior recessions. (morningstar.com)Warren BuffettFans of Warren Buffett ignore the most important part of his playbook. (optimisticallie.com)Warren Buffett couldn't be any more different than Trump or Musk. (newyorker.com)CryptoStrategy ($MSTR) continues to buy gobs of Bitcoin. (theblock.co)Strive wants in on the Bitcoin treasury biz trend. (riabiz.com)StockTwits is adding even more coverage of crypto with CryptoTwits. (howardlindzon.com)The iShares Bitcoin Trust ($IBIT) continues to dominate the category. (etf.com)TrumpEric Lipton and David Yaffe-Bellany, "Under federal law, noncitizens are barred from donating to political campaigns. But nothing stops them from buying a $TRUMP memecoin." (nytimes.com)The Trump organization is striking deals left and right in the Gulf. (wsj.com)How the $MELANIA launch was different than $TRUMP. (ft.com)EggsCal-Maine ($CALM) is cleaning up on the egg crisis. (wsj.com)Supply, demand and egg prices. (stlouisfed.org)GlobalThe Kurdistan Workers’ Party, i.e. P.K.K, is laying down its arms. (yahoo.com)What would an ambitious Australia look like? (kvetch.au)China's demographic crisis is accelerating. (bloomberg.com)EconomyThe global trade engine doesn't turn on a dime. (emptywheel.net)Why business have a hard time planning in the new tariff age. (nytimes.com)The Port of Los Angeles is eerily quiet. (msn.com)Earlier on Abnormal ReturnsAdviser links: something to avoid. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (abnormalreturns.com)Are you financial advisor look for unique insights? Sign up for our advisor-focused weekly newsletter. (newsletter.abnormalreturns.com)Mixed mediaPR pros are learning how to get their message into AI models. (semafor.com)What jobs should AI do? (drorpoleg.com)
Markets
- 2025 earnings estimates are coming down. (ft.com)
- How asset classes performed during prior recessions. (morningstar.com)
Warren Buffett
- Fans of Warren Buffett ignore the most important part of his playbook. (optimisticallie.com)
- Warren Buffett couldn't be any more different than Trump or Musk. (newyorker.com)
Crypto
- Strategy ($MSTR) continues to buy gobs of Bitcoin. (theblock.co)
- Strive wants in on the Bitcoin treasury biz trend. (riabiz.com)
- StockTwits is adding even more coverage of crypto with CryptoTwits. (howardlindzon.com)
- The iShares Bitcoin Trust ($IBIT) continues to dominate the category. (etf.com)
Trump
- Eric Lipton and David Yaffe-Bellany, "Under federal law, noncitizens are barred from donating to political campaigns. But nothing stops them from buying a $TRUMP memecoin." (nytimes.com)
- The Trump organization is striking deals left and right in the Gulf. (wsj.com)
- How the $MELANIA launch was different than $TRUMP. (ft.com)
Eggs
- Cal-Maine ($CALM) is cleaning up on the egg crisis. (wsj.com)
- Supply, demand and egg prices. (stlouisfed.org)
Global
- The Kurdistan Workers’ Party, i.e. P.K.K, is laying down its arms. (yahoo.com)
- What would an ambitious Australia look like? (kvetch.au)
- China's demographic crisis is accelerating. (bloomberg.com)
Economy
- The global trade engine doesn't turn on a dime. (emptywheel.net)
- Why business have a hard time planning in the new tariff age. (nytimes.com)
- The Port of Los Angeles is eerily quiet. (msn.com)
Earlier on Abnormal Returns
- Adviser links: something to avoid. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Are you financial advisor look for unique insights? Sign up for our advisor-focused weekly newsletter. (newsletter.abnormalreturns.com)
