Monday links: avoiding complexity
MarketsThe 30-year Treasury yield now exceeds 5%. (ft.com)You are not smarter than Mr. Market. (ritholtz.com)FinanceHow active will Warren Buffett be as Chairman of Berkshire Hathaway ($BRK.A)? (newsletter.rationalwalk.com)Why traditional asset managers are pivoting to alternatives: higher fees. (bloomberg.com)The brand name investment banks have ceded the SPAC market to smaller names. (ft.com)30 quotes from financial history, including “A business model that relies on trickery is doomed to fail.” (blogs.cfainstitute.org)AppleDoes Apple ($AAPL) have a path forward in AI? (spyglass.org)Apple CarPlay Ultra is coming. (insidehook.com)TradeJoseph Politano, "Any one of Trump’s current trade policies—a 30% tariff on China, a 25% tariff on cars, a 10% tariff on the European Union—on their own would have been considered the most brutal trade war in a generation." (apricitas.io)Paul Krugman talks tariffs with Joseph Politano. (paulkrugman.substack.com)EconomyThese workers lost their jobs due to tariffs, but still support Trump's policies. (nytimes.com)How farmers are being hit by higher prices, due to tariffs. (npr.org)Earlier on Abnormal ReturnsAdviser links: acting on instinct. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed media'Sesame Street's new season will stream on Netflix ($NFLX). (theverge.com)Why did ESPN have to cancel 'Around the Horn'? (nymag.com)'Andor' is the best Star Wars content in decades. (danieldrezner.substack.com)
Markets
- The 30-year Treasury yield now exceeds 5%. (ft.com)
- You are not smarter than Mr. Market. (ritholtz.com)
Finance
- How active will Warren Buffett be as Chairman of Berkshire Hathaway ($BRK.A)? (newsletter.rationalwalk.com)
- Why traditional asset managers are pivoting to alternatives: higher fees. (bloomberg.com)
- The brand name investment banks have ceded the SPAC market to smaller names. (ft.com)
- 30 quotes from financial history, including “A business model that relies on trickery is doomed to fail.” (blogs.cfainstitute.org)
Apple
- Does Apple ($AAPL) have a path forward in AI? (spyglass.org)
- Apple CarPlay Ultra is coming. (insidehook.com)
Trade
- Joseph Politano, "Any one of Trump’s current trade policies—a 30% tariff on China, a 25% tariff on cars, a 10% tariff on the European Union—on their own would have been considered the most brutal trade war in a generation." (apricitas.io)
- Paul Krugman talks tariffs with Joseph Politano. (paulkrugman.substack.com)
Economy
- These workers lost their jobs due to tariffs, but still support Trump's policies. (nytimes.com)
- How farmers are being hit by higher prices, due to tariffs. (npr.org)
Earlier on Abnormal Returns
- Adviser links: acting on instinct. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)