Friday links: market immersion
StrategyApril's stock market move should be a good milepost for investors. (wsj.com)Most stocks are not all that great, performance-wise. (theirrelevantinvestor.com)FinanceDespite a lot of pushback, Kalshi has made a lot of headway. (fa-mag.com)How Robinhood ($HOOD) is positioning itself in prediction markets. (sportico.com)Nobody is really looking out for problem sports gamblers. (barrons.com)CompaniesAnother sign that Apple ($AAPL) is losing its luster. (spyglass.org)Meet the corporate executives who are outstanding in their ability to garner perks and benefits. (ft.com)Higher educationTrump can succeed by scaring foreign students off without actually banning them. (theatlantic.com)Global business schools are opening their doors to students shut out of U.S. schools. (ft.com)How many international students stick around in the U.S. (agglomerations.substack.com)Chinese students make up 25% of international students in the U.S. (wsj.com)America needs foreign students. (noahpinion.blog)AIAI layoffs are already here. (qz.com)Are we facing a white collar AI bloodbath? (axios.com)How AI could affect the economy over the short and long run. (disciplinefunds.com)DOGEWhat can we say about DOGE's efforts so far? (cnn.com)Now that Elon is out of DOGE, the backbiting has begun. (nytimes.com)Congratulations Elon, you helped kill USAID. (nytimes.com)EconomyHow much risk has crept into the long Treasury bond yield? (econbrowser.com)How much did tariff front-running affect spending? (bonddad.blogspot.com)Earlier on Abnormal ReturnsPodcast links: life after markets. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: strong privacy. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaGreat leaders make you feel seen. (hbr.org)Stories are behavior understood. (overcomingbias.com)RIP, the Waffle House Index. (jack.bio)
Strategy
- April's stock market move should be a good milepost for investors. (wsj.com)
- Most stocks are not all that great, performance-wise. (theirrelevantinvestor.com)
Finance
- Despite a lot of pushback, Kalshi has made a lot of headway. (fa-mag.com)
- How Robinhood ($HOOD) is positioning itself in prediction markets. (sportico.com)
- Nobody is really looking out for problem sports gamblers. (barrons.com)
Companies
- Another sign that Apple ($AAPL) is losing its luster. (spyglass.org)
- Meet the corporate executives who are outstanding in their ability to garner perks and benefits. (ft.com)
Higher education
- Trump can succeed by scaring foreign students off without actually banning them. (theatlantic.com)
- Global business schools are opening their doors to students shut out of U.S. schools. (ft.com)
- How many international students stick around in the U.S. (agglomerations.substack.com)
- Chinese students make up 25% of international students in the U.S. (wsj.com)
- America needs foreign students. (noahpinion.blog)
AI
- AI layoffs are already here. (qz.com)
- Are we facing a white collar AI bloodbath? (axios.com)
- How AI could affect the economy over the short and long run. (disciplinefunds.com)
DOGE
- What can we say about DOGE's efforts so far? (cnn.com)
- Now that Elon is out of DOGE, the backbiting has begun. (nytimes.com)
- Congratulations Elon, you helped kill USAID. (nytimes.com)
Economy
- How much risk has crept into the long Treasury bond yield? (econbrowser.com)
- How much did tariff front-running affect spending? (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: life after markets. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: strong privacy. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
