Wednesday links: making cool stuff
Quote of the Day
"No tool can replace the work of finding out who you are via the act of making something you think is cool, that somebody else agrees is cool. Because no tool can know that."
(Matt Zeigler)
Chart of the Day
(theringer.com)Strategy
- Even when you are 'doing nothing' when investing you are 'doing something.' (behaviouralinvestment.com)
- Most of the time the stock market goes up. (awealthofcommonsense.com)
Companies
- Is OpenAI still on track to go public in 2026? (morningstar.com)
- For better or worse, Palantir ($PLTR) is viewed as a MAGA affiliate. (ft.com)
- Jeff Bezos’ Blue Origin raised outside capital at a $130 billion valuation. (cnbc.com)
SK Hynix
- Tim Culpan, "SK Hynix’s operations in China are deeper and broader than many realize." (culpium.com)
- A tale of the tape: SK Hynix is listing in the U.S. (morningstar.com)
Global
- How Trump tariffs reshuffled global trade relationships. (klementoninvesting.substack.com)
- America's great power relied on its network of allies. That is going away. (danieldrezner.substack.com)
- Crypto makes evading economic sanctions easier for outlaw nations. (wsj.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
ACA
- ACA premiums are set to jump (big) next year. (axios.com)
- Where ACA enrollment is falling fastest. (axios.com)
Economy
- Why gasoline prices fall slower than oil prices. (newsletter.platypuseconomics.com)
- You can only bend the will of the market for so long. (semafor.com)
Earlier on Abnormal Returns
- Personal finance links: buying permission. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: data quality. (abnormalreturns.com)
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