Markets
- The speed of the move in semiconductor stocks is stunning. (howardlindzon.com)
- Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com)
Finance
- Why Jane Street is betting big on AI. (wsj.com)
- Bain Capital's buyout of Kioxia, the former Toshiba Memory, is a historic win. (ft.com)
SpaceX
- MSCI gave SpaceX ($SPCX) its lowest ESG score. (giftarticle.ft.com)
- SpaceX ($SPCX) scored investment grade ratings from Moody's, Fitch and S&P Global. (finance.yahoo.com)
- Leveraged ways to bet on SpaceX ($SPCX) are already ubiquitous. (cnbc.com)
- SpaceX ($SPCX) is as much an idea as a company. (theatlantic.com)
Companies
- Even fast-growing companies are facing pressure to do more fewer less people. (gettheleverage.com)
- Company moats are not forever. (investing101.substack.com)
Prediction markets
- Be wary of videos of people claiming they are making bank on Polymarket. (wsj.com)
- Charles Schwab ($SCHW) is teaming with CBOE ($CBOE) for contracts tied to the SP& 500. (theblock.co)
Law and order
- Serving on a jury is a boost to your civic feelings. (phys.org)
- The Trump administration considered suspending habeas corpus. (nytimes.com)
- When prosecutors are overwhelmed they dismiss more cases. (theconversation.com)
Government
- What's the story behind all those trades in Trump's accounts? (nytimes.com)
- The administration is quietly killing DACA. (thebulwark.com)
- Why Pete Hegseth blocked the promotion of Rear Adm. Stephen D. Barnett. (nytimes.com)
- The algae-filled Lincoln Memorial Reflecting Pool is now everyone's problem. (defector.com)
- Juneteenth persists. (axios.com)
Economy
- How stretched is the American consumer? (economist.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)