Tuesday links: radical uncertainty
StrategyGood luck trying to time the bond market. (awealthofcommonsense.com)Despite public opinion, the stock market spends at lot of time near all-time highs. (optimisticallie.com)ETFsMoney just keeps pouring into ETFs. (wsj.com)Where is all that money coming from? (awealthofcommonsense.com)FinanceEliminating the PCOAB is a gift to fraudsters. (nytimes.com)Five thoughts on how to succeed in venture capital. (feld.com)WorkWhy AI hasn't taken your job yet. (economist.com)More CEOs are going in front of the camera to tell their story. (ft.com)Does a four-day workweek solve the right problem? (calnewport.com)TariffsCompanies are looking for tariff workarounds. (cnbc.com)There's no reshoring of production of industrial robots, which largely need to be imported. (axios.com)How tariffs are affecting this small business. (nytimes.com)Add tariffs to the issues facing the diamond industry. (cnbc.com)Tariffs are rarely the right solution to a problem. (timharford.com)EconomyHome price increases are slowing. (bonddad.blogspot.com)There's no getting around the fact that adjustments to Social Security are going to have to happen. (econofact.org)Earlier on Abnormal ReturnsResearch links: forgoing opportunities. (abnormalreturns.com)Adviser links: focused on people. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaAdam Singer, "A publication that’s thoughtful and occasional builds more trust than one that’s frantic and full." (hottakes.space)Why some towns lose their local newspaper and others don't. (theconversation.com)Twitter was in decline before Elon took over. (noahpinion.blog)
Strategy
- Good luck trying to time the bond market. (awealthofcommonsense.com)
- Despite public opinion, the stock market spends at lot of time near all-time highs. (optimisticallie.com)
ETFs
- Money just keeps pouring into ETFs. (wsj.com)
- Where is all that money coming from? (awealthofcommonsense.com)
Finance
- Eliminating the PCOAB is a gift to fraudsters. (nytimes.com)
- Five thoughts on how to succeed in venture capital. (feld.com)
Work
- Why AI hasn't taken your job yet. (economist.com)
- More CEOs are going in front of the camera to tell their story. (ft.com)
- Does a four-day workweek solve the right problem? (calnewport.com)
Tariffs
- Companies are looking for tariff workarounds. (cnbc.com)
- There's no reshoring of production of industrial robots, which largely need to be imported. (axios.com)
- How tariffs are affecting this small business. (nytimes.com)
- Add tariffs to the issues facing the diamond industry. (cnbc.com)
- Tariffs are rarely the right solution to a problem. (timharford.com)
Economy
- Home price increases are slowing. (bonddad.blogspot.com)
- There's no getting around the fact that adjustments to Social Security are going to have to happen. (econofact.org)
Earlier on Abnormal Returns
- Research links: forgoing opportunities. (abnormalreturns.com)
- Adviser links: focused on people. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
