Wednesday links: acknowledging uncertainty
StrategyFund investors should do less, not more. (jeffreyptak.substack.com)Why investors should value principles over predictions. (behaviouralinvestment.com)CryptoCrypto continues to search for a use case. (acadian-asset.com)Strategy ($MSTR) keeps buying up Bitcoin. (sherwood.news)FidelityFidelity continues to grow at a rapid clip. (wsj.com)Fidelity controls much of its own distribution. (ft.com)WearablesHow Meta ($META) glasses can help the blind. (wsj.com)The future of health-focused wearables. (freethink.com)How to clean your (disgusting) earbuds. (wired.com)RegulationThe destruction of state capacity continues apace. (danieldrezner.substack.com)Why Trump will likely take over 'independent' regulatory agencies. (npr.org)The Trump administration moves to end congestion pricing in New York City. (politico.com)Defunding the FAA will put more people at risk. (fallows.substack.com)Why companies no longer heed the NLRB. (nlrbedge.com)GlobalGermany has an manufacturing problem. (marginalrevolution.com)Pulling back on trade will further reduce America's influence on the world. (mrzepczynski.blogspot.com)50 takes about the world including 'NATO, UN, World Bank have flaws, but they are so cheap and global stability so rare historically that they are good.' (marginalrevolution.com)Brazil is charging Bolsonaro with plotting a coup. (bbc.com)The cat-and-mouse drone war in Ukraine continues unabated. (fastcompany.com)How Germany came to be. (unchartedterritories.tomaspueyo.com)EggsCombating avian flu is expensive (and difficult) for farmers. (msn.com)The Egg Clearinghouse is busy these days. (wsj.com)EconomyKeep an eye on housing construction. (bonddad.blogspot.com)Where unemployment is rising, by metro area. (axios.com)Earlier on Abnormal ReturnsPersonal finance links: nothing left to achieve. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: contracting arrangements. (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 mediaIt's hard to have a civil society without a functioning local news. (axios.com)Conspiracy theories, and the like, are a diversion in a well-functioning society. (thetimes.com)How to prepare for the next four years. (ryanholiday.net)
Strategy
- Fund investors should do less, not more. (jeffreyptak.substack.com)
- Why investors should value principles over predictions. (behaviouralinvestment.com)
Crypto
- Crypto continues to search for a use case. (acadian-asset.com)
- Strategy ($MSTR) keeps buying up Bitcoin. (sherwood.news)
Fidelity
- Fidelity continues to grow at a rapid clip. (wsj.com)
- Fidelity controls much of its own distribution. (ft.com)
Wearables
- How Meta ($META) glasses can help the blind. (wsj.com)
- The future of health-focused wearables. (freethink.com)
- How to clean your (disgusting) earbuds. (wired.com)
Regulation
- The destruction of state capacity continues apace. (danieldrezner.substack.com)
- Why Trump will likely take over 'independent' regulatory agencies. (npr.org)
- The Trump administration moves to end congestion pricing in New York City. (politico.com)
- Defunding the FAA will put more people at risk. (fallows.substack.com)
- Why companies no longer heed the NLRB. (nlrbedge.com)
Global
- Germany has an manufacturing problem. (marginalrevolution.com)
- Pulling back on trade will further reduce America's influence on the world. (mrzepczynski.blogspot.com)
- 50 takes about the world including 'NATO, UN, World Bank have flaws, but they are so cheap and global stability so rare historically that they are good.' (marginalrevolution.com)
- Brazil is charging Bolsonaro with plotting a coup. (bbc.com)
- The cat-and-mouse drone war in Ukraine continues unabated. (fastcompany.com)
- How Germany came to be. (unchartedterritories.tomaspueyo.com)
Eggs
- Combating avian flu is expensive (and difficult) for farmers. (msn.com)
- The Egg Clearinghouse is busy these days. (wsj.com)
Economy
- Keep an eye on housing construction. (bonddad.blogspot.com)
- Where unemployment is rising, by metro area. (axios.com)
Earlier on Abnormal Returns
- Personal finance links: nothing left to achieve. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: contracting arrangements. (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)
