Tuesday links: economic confidence
March 2025The S&P 500 returned -5.63% in March 2025. (on.spdji.com)How major asset classes performed in March 2025. (capitalspectator.com)The asset asset quilt updated for Q1 performance. (novelinvestor.com)AlternativesHow to use private equity in your portfolio. (morningstar.com)Is the Yale Model dead? (ft.com)CompaniesOpenAI was recently valued at $300 billion. (axios.com)Why xAI bought X. (wsj.com)An anti-vax Secretary of HHS isn't great for biotech stocks. (cnbc.com)Rocket CompaniesWhat Rocket Companies ($RKT) is building with its recent acquisitions. (thebasispoint.com)Why Rocket's recapture rate is so high. (axios.com)Money management230 new ETFs have been launched in 2025, to-date. (investmentnews.com)How one asset manager is implementing AI throughout the organization. (klementoninvesting.substack.com)VideoIf YouTube were a standalone business, it could be worth some $475 billion to $550 billion, on par with Netflix ($NFLX). (variety.com)Netflix's ($NFLX) 'The Electric State' was an expensive bomb. (spyglass.org)Amazon ($AMZN) is boosting its movie theater strategy. (nytimes.com)Netflix's ($NFLX) ad-supported tier is hopelessly frustrating. (sixcolors.com)The domestic box office is still shrinking. (axios.com)UniversitiesThe university model is facing an existential threat. They aren't taking it seriously. (theatlantic.com)It's not just the Ivies. Even regional universities are getting caught up in funding cuts. (propublica.org)EconomyThe March Manufacturing PMI showed contraction. (calculatedriskblog.com)Heavy truck sales are weakening. (bonddad.blogspot.com)The prospect of American tariffs are bringing strange bedfellows together. (danieldrezner.substack.com)Earlier on Abnormal ReturnsResearch links: a marketing success. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: knocking down the doors. (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)Earlier on Abnormal ReturnsSubstack wants to more than a newsletter company. (bloomberg.com)Substack has launched a new video feed. (fastcompany.com)Substack says it will work with FIRE to defend foreign writers residing in the U.S. targeted by the government. (theverge.com)
March 2025
- The S&P 500 returned -5.63% in March 2025. (on.spdji.com)
- How major asset classes performed in March 2025. (capitalspectator.com)
- The asset asset quilt updated for Q1 performance. (novelinvestor.com)
Alternatives
Companies
- OpenAI was recently valued at $300 billion. (axios.com)
- Why xAI bought X. (wsj.com)
- An anti-vax Secretary of HHS isn't great for biotech stocks. (cnbc.com)
Rocket Companies
- What Rocket Companies ($RKT) is building with its recent acquisitions. (thebasispoint.com)
- Why Rocket's recapture rate is so high. (axios.com)
Money management
- 230 new ETFs have been launched in 2025, to-date. (investmentnews.com)
- How one asset manager is implementing AI throughout the organization. (klementoninvesting.substack.com)
Video
- If YouTube were a standalone business, it could be worth some $475 billion to $550 billion, on par with Netflix ($NFLX). (variety.com)
- Netflix's ($NFLX) 'The Electric State' was an expensive bomb. (spyglass.org)
- Amazon ($AMZN) is boosting its movie theater strategy. (nytimes.com)
- Netflix's ($NFLX) ad-supported tier is hopelessly frustrating. (sixcolors.com)
- The domestic box office is still shrinking. (axios.com)
Universities
- The university model is facing an existential threat. They aren't taking it seriously. (theatlantic.com)
- It's not just the Ivies. Even regional universities are getting caught up in funding cuts. (propublica.org)
Economy
- The March Manufacturing PMI showed contraction. (calculatedriskblog.com)
- Heavy truck sales are weakening. (bonddad.blogspot.com)
- The prospect of American tariffs are bringing strange bedfellows together. (danieldrezner.substack.com)
Earlier on Abnormal Returns
- Research links: a marketing success. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: knocking down the doors. (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)
