Thursday links: taking a breather
CompaniesIt feels like Apple ($AAPL) is 'stuck in a rut.' (spyglass.org)This company has thoroughly scrubbed any mention of diversity, inclusion or DEI from its SEC filings. (linkedin.com)Fund managementIf anybody is going to bridge the private-public markets gap it will be Blackrock ($BLK). (bloomberg.com)Even when used as prescribed, leveraged ETFs are imperfect instruments. (morningstar.com)The ETF industry needs to hit pause. (linkedin.com)Venture capitalHas Y Combinator lost its edge? (fastcompany.com)AI has changed how startups are built. (nytimes.com)VCs (and founders) learned a lot of bad habits during ZIRP. (news.crunchbase.com)VideoHow Tubi became a free streaming powerhouse. (wired.com)'Severance' is Apple TV's ($AAPL) biggest hit to-date. (deadline.com)Do you trust Amazon MGM ($AMZN) with creative control over the James Bond franchise? (theverge.com)GlobalHoward Lindzon, "The world order is changing." (howardlindzon.com)Don't underestimate the impact of this change in American foreign policy. (theatlantic.com)How the rest of the world could view America differently. (axios.com)EconomyWeekly initial unemployment claims are hanging in there. (calculatedriskblog.com)A pullback in the IRA could see a fall in manufacturing construction. (nytimes.com)Earlier on Abnormal ReturnsLongform links: an uncertain future. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: nothing left to achieve. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaNatural hazards make Greenland a dangerous place to extract minerals. (theconversation.com)It's not just pennies that are expensive to make. (sherwood.news)Don't 'invest' in diamonds. (monevator.com)
Companies
- It feels like Apple ($AAPL) is 'stuck in a rut.' (spyglass.org)
- This company has thoroughly scrubbed any mention of diversity, inclusion or DEI from its SEC filings. (linkedin.com)
Fund management
- If anybody is going to bridge the private-public markets gap it will be Blackrock ($BLK). (bloomberg.com)
- Even when used as prescribed, leveraged ETFs are imperfect instruments. (morningstar.com)
- The ETF industry needs to hit pause. (linkedin.com)
Venture capital
- Has Y Combinator lost its edge? (fastcompany.com)
- AI has changed how startups are built. (nytimes.com)
- VCs (and founders) learned a lot of bad habits during ZIRP. (news.crunchbase.com)
Video
- How Tubi became a free streaming powerhouse. (wired.com)
- 'Severance' is Apple TV's ($AAPL) biggest hit to-date. (deadline.com)
- Do you trust Amazon MGM ($AMZN) with creative control over the James Bond franchise? (theverge.com)
Global
- Howard Lindzon, "The world order is changing." (howardlindzon.com)
- Don't underestimate the impact of this change in American foreign policy. (theatlantic.com)
- How the rest of the world could view America differently. (axios.com)
Economy
- Weekly initial unemployment claims are hanging in there. (calculatedriskblog.com)
- A pullback in the IRA could see a fall in manufacturing construction. (nytimes.com)
Earlier on Abnormal Returns
- Longform links: an uncertain future. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: nothing left to achieve. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
