Friday links: a fancier vocabulary
MarketsLeverage and the Treasury market go hand-in-hand. (on.ft.com)How historical market data can serve as a check on your biases. (wsj.com)AppleApple ($AAPL) plans to shift its US iPhone production to India. (theguardian.com)The Apple ($AAPL) Watch has been a success. (sixcolors.com)AIWhen AI makes stuff worse. (slate.com)This AI radio host went unnoticed for months. (theverge.com)Sports bettingSportsbooks offer odds on the NFL draft eventhough they don't want to. (msn.com)Christopher Mims and Tim Higgins talk with Peter Jackson, CEO of FanDuel. (wsj.com)EconomyQ1 GDP is tracking flat. (calculatedriskblog.com)The real problem with GDP. (timharford.com)Trade between the U.S. and China is set to fall. (disciplinefunds.com)Laurence Kotlikoff talks recession (and more) with economist Torsten Slok. (larrykotlikoff.substack.com)Earlier on Abnormal ReturnsPodcast links: an epic business. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: adversarial and manipulative. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaBirth rates in the U.S. ticked higher in 2024, but from a low level. (calculatedriskblog.com)On X, shadowbanning is real. (nytimes.com)Nobody knows the future. (edgyoptimist.substack.com)
Markets
- Leverage and the Treasury market go hand-in-hand. (on.ft.com)
- How historical market data can serve as a check on your biases. (wsj.com)
Apple
- Apple ($AAPL) plans to shift its US iPhone production to India. (theguardian.com)
- The Apple ($AAPL) Watch has been a success. (sixcolors.com)
AI
Sports betting
- Sportsbooks offer odds on the NFL draft eventhough they don't want to. (msn.com)
- Christopher Mims and Tim Higgins talk with Peter Jackson, CEO of FanDuel. (wsj.com)
Economy
- Q1 GDP is tracking flat. (calculatedriskblog.com)
- The real problem with GDP. (timharford.com)
- Trade between the U.S. and China is set to fall. (disciplinefunds.com)
- Laurence Kotlikoff talks recession (and more) with economist Torsten Slok. (larrykotlikoff.substack.com)
Earlier on Abnormal Returns
- Podcast links: an epic business. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: adversarial and manipulative. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)