Wednesday links: institutional forgetting
MarketsHigh yield bonds have bounced back. (morningstar.com)Short interest is ticking higher. (ft.com)CompaniesRetailers have only so much margin to sacrifice to tariffs. (nytimes.com)Some additional tariff math. (axios.com)AIOpenAI is buying Jony Ive's AI startup. (theverge.com)Google ($GOOGL) has a big AI lever to pull - Chrome. (spyglass.org)What does CoreWeave ($CRWV) actually do? (sherwood.news)AI is already changing work, but AGI is not near. (calnewport.com)AI makes assumptions about you, which are sometimes wrong. (theatlantic.com)StreamingESPN is the last big streaming domino to fall. (johnwallstreet.com)Why now is the time for ESPN to launch a subscription service. (hollywoodreporter.com)Streaming services have trained customers to churn their subscriptions. (wsj.com)Some 46% of streaming subscribers use ad-supported plans. (theverge.com)EconomyThe bond market is not having it. (bonddad.blogspot.com)What happens to the budget if we have a recession? (axios.com)The proposed budget does little to address entitlement spending. (bloomberg.com)Rising Treasury yield hold all kinds of risks. (paulkrugman.substack.com)Earlier on Abnormal ReturnsPersonal finance links: a financial buffer. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: unwieldy and inefficient. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaBrett Steenbarger, "A desperate need to be successful is not a passion for an activity." (traderfeed.blogspot.com)Stop giving media opinions more credence than they are worth. (ritholtz.com)Turn every page. (feld.com)
Markets
Companies
- Retailers have only so much margin to sacrifice to tariffs. (nytimes.com)
- Some additional tariff math. (axios.com)
AI
- OpenAI is buying Jony Ive's AI startup. (theverge.com)
- Google ($GOOGL) has a big AI lever to pull - Chrome. (spyglass.org)
- What does CoreWeave ($CRWV) actually do? (sherwood.news)
- AI is already changing work, but AGI is not near. (calnewport.com)
- AI makes assumptions about you, which are sometimes wrong. (theatlantic.com)
Streaming
- ESPN is the last big streaming domino to fall. (johnwallstreet.com)
- Why now is the time for ESPN to launch a subscription service. (hollywoodreporter.com)
- Streaming services have trained customers to churn their subscriptions. (wsj.com)
- Some 46% of streaming subscribers use ad-supported plans. (theverge.com)
Economy
- The bond market is not having it. (bonddad.blogspot.com)
- What happens to the budget if we have a recession? (axios.com)
- The proposed budget does little to address entitlement spending. (bloomberg.com)
- Rising Treasury yield hold all kinds of risks. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Personal finance links: a financial buffer. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: unwieldy and inefficient. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
