Friday links: exploited by ads
MarketsCorporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com)Silver prices are rising along with gold. (wsj.com)StrategyGood decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com)What the consensus 60/40 portfolio looks like. (morningstar.com)StablecoinsStablecoins are no longer niche. (econofact.org)Where stablecoin legislation stands. (morningstar.com)Circle ($CRCL) stock is on fire, post-IPO. (theblock.co)FinanceThe market for SPACs are heating up again. (ft.com)X wants to become a 'super app' with financial capabilities like stock trading. (coindesk.com)American investors are getting duped by Chinese pump-and-dump schemes. (wsj.com)Hedge funds are 'not a growth business.' (mrzepczynski.blogspot.com)JobsAmerica's biggest companies are cutting jobs. Is AI to blame? (wsj.com)It's not just AI that is putting pressure on jobs for new grads. (paulkrugman.substack.com)AI is coming for the elite professions. (medium.com)AIWhy Apple ($AAPL) needs to buy Perplexity. (bigtechnology.com)More signs that AI is killing web traffic. (axios.com)xAI is hemorrhaging cash. (tomshardware.com)EconomyWhy the Fed is on hold, for now. (paulkrugman.substack.com)You can only fight the laws of economics for so long. (oaktreecapital.com)Earlier on Abnormal ReturnsPodcast links: problems with passive. (abnormalreturns.com)Longform links: misinformation and disinformation. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: money issues. (abnormalreturns.com)Don't miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed meda38 lessons learned from 38 years including 'Do not let assholes turn you into an asshole.' (ryanholiday.net)Life is a lot easier, if you don't take offense easily. (theatlantic.com)Public debate doesn't usually resolve anything. (marginalrevolution.com)You are more than you to-do list. (fastcompany.com)
Markets
- Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com)
- Silver prices are rising along with gold. (wsj.com)
Strategy
- Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com)
- What the consensus 60/40 portfolio looks like. (morningstar.com)
Stablecoins
- Stablecoins are no longer niche. (econofact.org)
- Where stablecoin legislation stands. (morningstar.com)
- Circle ($CRCL) stock is on fire, post-IPO. (theblock.co)
Finance
- The market for SPACs are heating up again. (ft.com)
- X wants to become a 'super app' with financial capabilities like stock trading. (coindesk.com)
- American investors are getting duped by Chinese pump-and-dump schemes. (wsj.com)
- Hedge funds are 'not a growth business.' (mrzepczynski.blogspot.com)
Jobs
- America's biggest companies are cutting jobs. Is AI to blame? (wsj.com)
- It's not just AI that is putting pressure on jobs for new grads. (paulkrugman.substack.com)
- AI is coming for the elite professions. (medium.com)
AI
- Why Apple ($AAPL) needs to buy Perplexity. (bigtechnology.com)
- More signs that AI is killing web traffic. (axios.com)
- xAI is hemorrhaging cash. (tomshardware.com)
Economy
- Why the Fed is on hold, for now. (paulkrugman.substack.com)
- You can only fight the laws of economics for so long. (oaktreecapital.com)
Earlier on Abnormal Returns
- Podcast links: problems with passive. (abnormalreturns.com)
- Longform links: misinformation and disinformation. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: money issues. (abnormalreturns.com)
- Don't miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed meda
- 38 lessons learned from 38 years including 'Do not let assholes turn you into an asshole.' (ryanholiday.net)
- Life is a lot easier, if you don't take offense easily. (theatlantic.com)
- Public debate doesn't usually resolve anything. (marginalrevolution.com)
- You are more than you to-do list. (fastcompany.com)
