Friday links: panicking methodically
MarketsMarkets are moving faster than ever before. (awealthofcommonsense.com)It's hard to argue that the range of outcomes hasn't increased. (acadian-asset.com)Four questions for addressing market uncertainthy. (wsj.com)Fund managementAnother look at the (disappointing) performance of liquid alternatives. (morningstar.com)Buffered ETFs are designed to be held to maturity. (jeffreyptak.substack.com)AppleApple ($AAPL) was struggling even before Trump 2.0. (nytimes.com)Is anything going right at Apple ($AAPL)? (spyglass.org)TeslaTesla's ($TSLA) biggest fans have turned on the company. (sherwood.news)Tesla's ($TSLA) domestic sales fell some 9% in Q1. (nytimes.com)CompaniesOil and gas are feeling the pain of tariffs and uncertainty. (wsj.com)Why Costco ($COST) is outpacing Target ($TGT). (fastcompany.com)Fastenal ($FAST) is raising prices. (barrons.com)This tent company is set to profit from a rise in immigrant detention. (propublica.org)PolicyWe're at the stage where investment analysts feel the need to redact their research reports for fear of retribution. (investmentnews.com)The Federal government has spent $154 billion more in 2025 than in 2024. (wsj.com)The tariff story is just getting started. (theatlantic.com)The U.S. is losing its global credibility. (paulkrugman.substack.com)Earlier on Abnormal ReturnsPodcast links: strategic genius. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: squandering our inheritance. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaWhy license a photo when you can just use AI? (om.co)Why AI will select for better content, not worse. (whyisthisinteresting.substack.com)What's left for storytellers after AI? (moretothat.com)
Markets
- Markets are moving faster than ever before. (awealthofcommonsense.com)
- It's hard to argue that the range of outcomes hasn't increased. (acadian-asset.com)
- Four questions for addressing market uncertainthy. (wsj.com)
Fund management
- Another look at the (disappointing) performance of liquid alternatives. (morningstar.com)
- Buffered ETFs are designed to be held to maturity. (jeffreyptak.substack.com)
Apple
- Apple ($AAPL) was struggling even before Trump 2.0. (nytimes.com)
- Is anything going right at Apple ($AAPL)? (spyglass.org)
Tesla
- Tesla's ($TSLA) biggest fans have turned on the company. (sherwood.news)
- Tesla's ($TSLA) domestic sales fell some 9% in Q1. (nytimes.com)
Companies
- Oil and gas are feeling the pain of tariffs and uncertainty. (wsj.com)
- Why Costco ($COST) is outpacing Target ($TGT). (fastcompany.com)
- Fastenal ($FAST) is raising prices. (barrons.com)
- This tent company is set to profit from a rise in immigrant detention. (propublica.org)
Policy
- We're at the stage where investment analysts feel the need to redact their research reports for fear of retribution. (investmentnews.com)
- The Federal government has spent $154 billion more in 2025 than in 2024. (wsj.com)
- The tariff story is just getting started. (theatlantic.com)
- The U.S. is losing its global credibility. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Podcast links: strategic genius. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: squandering our inheritance. (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)
