Tuesday links: line-item thinking
TeslaTesla ($TSLA) is losing ground to BYD in China. (wsj.com)Tesla ($TSLA) isn't doing great in Europe either. (sherwood.news)FinanceAll the trends working in Robinhood's ($HOOD) favor of late. (on.ft.com)Determining your own fees is a good gig for hedge funds. (bloomberg.com)Three reasons not include private assets in 401(k) plans. (advisorperspectives.com)ETFsFund managers are hell bent on shoving private assets into the ETF structure. (institutionalinvestor.com)Traders keep pouring money into leveraged long ETFs. (finance.yahoo.com)EconomyResidential construction employment and activity are diverging. (bonddad.blogspot.com)Inflation expectations differ by party identification. (econbrowser.com)Where unemployment is rising (and falling). (axios.com)Global trade flows are realigning, not decreasing. (klementoninvesting.substack.com)Earlier on Abnormal ReturnsResearch links: fighting for a better deal. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: different needs. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaCal Newport, "Digital communication eliminates most of the friction required to command other peoples’ time and attention toward your own benefit." (calnewport.com)How much should authors get paid to have their book ingested by AI? (bloomberg.com)Why applying for jobs online doesn't work. (hottakes.space)
Tesla
- Tesla ($TSLA) is losing ground to BYD in China. (wsj.com)
- Tesla ($TSLA) isn't doing great in Europe either. (sherwood.news)
Finance
- All the trends working in Robinhood's ($HOOD) favor of late. (on.ft.com)
- Determining your own fees is a good gig for hedge funds. (bloomberg.com)
- Three reasons not include private assets in 401(k) plans. (advisorperspectives.com)
ETFs
- Fund managers are hell bent on shoving private assets into the ETF structure. (institutionalinvestor.com)
- Traders keep pouring money into leveraged long ETFs. (finance.yahoo.com)
Economy
- Residential construction employment and activity are diverging. (bonddad.blogspot.com)
- Inflation expectations differ by party identification. (econbrowser.com)
- Where unemployment is rising (and falling). (axios.com)
- Global trade flows are realigning, not decreasing. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Research links: fighting for a better deal. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: different needs. (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 media
- Cal Newport, "Digital communication eliminates most of the friction required to command other peoples’ time and attention toward your own benefit." (calnewport.com)
- How much should authors get paid to have their book ingested by AI? (bloomberg.com)
- Why applying for jobs online doesn't work. (hottakes.space)
