Tuesday links: an unconstrained economy
StrategyLiving with leverage is difficult, to say the least. (ofdollarsanddata.com)Loud does not equal correct. (investing101.substack.com)Financial columnists didn't sign up to be political analysts. (spencerjakab.substack.com)Warren BuffettSome wit and wisdom from Warren Buffet at the 2025 shareholder meeting. (ted-merz.com)Five things that made Warren Buffett, Warren Buffett. (marketsentiment.co)Jonathan Levin, "In a way, humility was Buffett’s brand." (advisorperspectives.com)CompaniesSketchers ($SKX) is going private. (finance.yahoo.com)UPS, FedEx and DHL are seeing a big drop off in shipments from China. (nytimes.com)DoorDash ($DASH) is buying Deliveroo. (semafor.com)AIThe AI jobs crisis is already here. (bloodinthemachine.com)Jensen Huang on how AI is boosting San Francisco. (sherwood.news)Derek Thompson talks with David Deming, an economist at Harvard, about AI and the future of work. (podcasts.apple.com)Fund managementHow Morningstar ($MORN) plans to rate semi-liquid funds differently. (fa-mag.com)Why the most popular fund types end up underperforming. (morningstar.com)GlobalInternational founders are re-thinking coming to the U.S. (newcomer.co)China is working hard to change how people think about the country, i.e. Sinofuturism. (noahpinion.blog)What's the story behind South Korea's fertility crisis? (conversableeconomist.com)EconomyConsumers seem to be front-running tariffs. (bonddad.blogspot.com)Checking in on the state of traditional recession indicators. (calculatedriskblog.com)Earlier on Abnormal ReturnsResearch links: as good as gold. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: remaining flexible. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be! (abnormalreturns.com)Mixed mediaTesla ($TSLA) sales have plunged in Europe. (arstechnica.com)Why are Chinese-made EVs so much cheaper? (wsj.com)Why you don't see a lot of black Rivians ($RIVN). (fastcompany.com)
Strategy
- Living with leverage is difficult, to say the least. (ofdollarsanddata.com)
- Loud does not equal correct. (investing101.substack.com)
- Financial columnists didn't sign up to be political analysts. (spencerjakab.substack.com)
Warren Buffett
- Some wit and wisdom from Warren Buffet at the 2025 shareholder meeting. (ted-merz.com)
- Five things that made Warren Buffett, Warren Buffett. (marketsentiment.co)
- Jonathan Levin, "In a way, humility was Buffett’s brand." (advisorperspectives.com)
Companies
- Sketchers ($SKX) is going private. (finance.yahoo.com)
- UPS, FedEx and DHL are seeing a big drop off in shipments from China. (nytimes.com)
- DoorDash ($DASH) is buying Deliveroo. (semafor.com)
AI
- The AI jobs crisis is already here. (bloodinthemachine.com)
- Jensen Huang on how AI is boosting San Francisco. (sherwood.news)
- Derek Thompson talks with David Deming, an economist at Harvard, about AI and the future of work. (podcasts.apple.com)
Fund management
- How Morningstar ($MORN) plans to rate semi-liquid funds differently. (fa-mag.com)
- Why the most popular fund types end up underperforming. (morningstar.com)
Global
- International founders are re-thinking coming to the U.S. (newcomer.co)
- China is working hard to change how people think about the country, i.e. Sinofuturism. (noahpinion.blog)
- What's the story behind South Korea's fertility crisis? (conversableeconomist.com)
Economy
- Consumers seem to be front-running tariffs. (bonddad.blogspot.com)
- Checking in on the state of traditional recession indicators. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: as good as gold. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: remaining flexible. (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)
