Friday links: public market leftovers
StrategyLeveraged and inverse ETFs can help magnify your mistakes. (wsj.com)Are public markets now a dumping ground for marginal companies? (on.ft.com)FraudNikola founder Trevor Milton, whose attorney is the brother of the attorney general, just received a pardon for securities fraud. (wsj.com)Easier rules on crypto, means easier money laundering. (slate.com)AppleWho could Apple ($AAPL) buy to get a leg up in AI? (spyglass.org)How the iPhone is set to give us radically more energy efficient windows. (wsj.com)BeveragesAmericans still love soda. (theatlantic.com)Why QSRs are focused on fun, flavored sodas. (cnbc.com)Gen Z is drinking their coffee differently. (fastcompany.com)EconomyThe February PCE ticked higher to 2.8% year-over-year. (calculatedriskblog.com)Real income and spending are still in expansionary mode. (bonddad.blogspot.com)Stagflation is not off the table. (stayathomemacro.substack.com)How Americans have been scarred by higher inflation. (macroeconomicpolicynexus.substack.com)Earlier on Abnormal ReturnsPodcast links: hidden risks. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: ecological dead zones. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaMatt Zeiger, "When we say a person has good taste in music, or art, or even food, we’re saying they’re good curators of emotional inspirations." (cultishcreative.com)What can science fiction teach us about how we will interact with AI. (newyorker.com)Distinctiveness pays. (tomtunguz.com)
Strategy
- Leveraged and inverse ETFs can help magnify your mistakes. (wsj.com)
- Are public markets now a dumping ground for marginal companies? (on.ft.com)
Fraud
- Nikola founder Trevor Milton, whose attorney is the brother of the attorney general, just received a pardon for securities fraud. (wsj.com)
- Easier rules on crypto, means easier money laundering. (slate.com)
Apple
- Who could Apple ($AAPL) buy to get a leg up in AI? (spyglass.org)
- How the iPhone is set to give us radically more energy efficient windows. (wsj.com)
Beverages
- Americans still love soda. (theatlantic.com)
- Why QSRs are focused on fun, flavored sodas. (cnbc.com)
- Gen Z is drinking their coffee differently. (fastcompany.com)
Economy
- The February PCE ticked higher to 2.8% year-over-year. (calculatedriskblog.com)
- Real income and spending are still in expansionary mode. (bonddad.blogspot.com)
- Stagflation is not off the table. (stayathomemacro.substack.com)
- How Americans have been scarred by higher inflation. (macroeconomicpolicynexus.substack.com)
Earlier on Abnormal Returns
- Podcast links: hidden risks. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: ecological dead zones. (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)
