Tuesday links: imperfect foresight
StrategyMarket timing involves a prediction about market direction. (behaviouralinvestment.com)Lost decades are rarer than you think. Most people invest right through them anyway. (ofdollarsanddata.com)CryptoAnother company is joining the Bitcoin Treasury game. (theblock.co)The administration and crypto industry are now in lockstep. (theatlantic.com)FinanceNovo Nordisk ($NVO) has attracted an activist investor. (ft.com)Octaura has developed a syndicated loan platform and just raised a new round of capital. (news.crunchbase.com)Fund managementMoody's ($MCO) is warning about PE's push into retail. (wsj.com)What it's like when a real estate fund throws up the redemption gates. (wsj.com)AppleAt WWDC Apple ($AAPL) didn't addressing the elephant in the room. (spyglass.org)Apple ($AAPL) is focusing on things Apple does well. (stratechery.com)Apple ($AAPL) is still pushing intelligence through its products. (sixcolors.com)JobsHiring may be weaker than it seems on the surface. (businessinsider.com)Layoffs increasingly happen by e-mail or video. (ft.com)The class of 2025 is up against it, jobs-wise. (cnn.com)Entry level workers are not feeling it. (axios.com)EconomyRecession indicators are not flashing red. (calculatedriskblog.com)The deficit is still deficiting. (econbrowser.com)Earlier on Abnormal ReturnsResearch links: selling soothing balms. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: widespread anxiety. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaDisney ($DIS) now controls Hulu. (variety.com)Warner Bros Discovery ($WBD) is splitting into two companies. (hollywoodreporter.com)News sites are getting crushed as Google downgrades links in favor of AI summaries. (wsj.com)The Smartless crew is starting a new mobile carrier. (hollywoodreporter.com)
Strategy
- Market timing involves a prediction about market direction. (behaviouralinvestment.com)
- Lost decades are rarer than you think. Most people invest right through them anyway. (ofdollarsanddata.com)
Crypto
- Another company is joining the Bitcoin Treasury game. (theblock.co)
- The administration and crypto industry are now in lockstep. (theatlantic.com)
Finance
- Novo Nordisk ($NVO) has attracted an activist investor. (ft.com)
- Octaura has developed a syndicated loan platform and just raised a new round of capital. (news.crunchbase.com)
Fund management
- Moody's ($MCO) is warning about PE's push into retail. (wsj.com)
- What it's like when a real estate fund throws up the redemption gates. (wsj.com)
Apple
- At WWDC Apple ($AAPL) didn't addressing the elephant in the room. (spyglass.org)
- Apple ($AAPL) is focusing on things Apple does well. (stratechery.com)
- Apple ($AAPL) is still pushing intelligence through its products. (sixcolors.com)
Jobs
- Hiring may be weaker than it seems on the surface. (businessinsider.com)
- Layoffs increasingly happen by e-mail or video. (ft.com)
- The class of 2025 is up against it, jobs-wise. (cnn.com)
- Entry level workers are not feeling it. (axios.com)
Economy
- Recession indicators are not flashing red. (calculatedriskblog.com)
- The deficit is still deficiting. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: selling soothing balms. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: widespread anxiety. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Disney ($DIS) now controls Hulu. (variety.com)
- Warner Bros Discovery ($WBD) is splitting into two companies. (hollywoodreporter.com)
- News sites are getting crushed as Google downgrades links in favor of AI summaries. (wsj.com)
- The Smartless crew is starting a new mobile carrier. (hollywoodreporter.com)
