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Sunday links: a shrinking pie

Abnormal Returns

riabiz.com) How this hedge fund cleaned up on the sale of Seagen to Pfizer ($PFE). slate.com) Economy Why everyone keeps underestimating the strength of the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blairbellecurve.com) You can only plan so much.

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Tuesday links: expiring ideas

Abnormal Returns

(investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. on.ft.com) Paramount Global ($PARA) may be for sale, but who would be buying? barrons.com) Economy Higher goods prices are driving negative sentiment.

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Wednesday links: nothing to do with money

Abnormal Returns

(coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. blog.johnwallstreet.com) Economy The labor market continues to soften. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Thursday links: embracing imperfection

Abnormal Returns

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (carsongroup.com) Not everything is getting more expensive. bonddad.blogspot.com) Heavy truck sales grew in November.

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Friday links: troubling economic effects

Abnormal Returns

theatlantic.com) Cold drinks make up some 75% of Starbucks ($SBUX) sales. map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% bonddad.blogspot.com) The American economy is normalizing. economy has reached a new, post-pandemic phase. Hence the Hollywood strikes. unemployment rate.

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Thursday links: millions of jobs

Abnormal Returns

caia.org) FanDuel's parent company is planning a U.S. frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic? (ft.com) Finance Are bank stocks actually cheap?

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Thursday links: the biggest financial risk

Abnormal Returns

economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? economy afloat.