Wednesday links: operationalizing attention
RatesMuni bonds are underperforming in 2025. (morningstar.com)T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com)CryptoRecent SPAC deals have a decided crypto flavor. (bloomberg.com)Please don't use those Bitcoin ATMs, scams abound. (axios.com)Retail tradingSupply is coming online to feed the degenerate economy. (howardlindzon.com)Demand for private shares is there. Companies are going all out to provide access. (wsj.com)FinanceRobin Wigglesworth, "Transparency and trading might eventually come to private credit. But private credit firms are going to fight against it tooth and nail." (ft.com)On the prospects for bank consolidation in the U.S. (ft.com)AIFred Vogelstein, "The market for online tolls is only as big as the AI companies allow it to be." (crazystupidtech.com)AI companies won a partial victory when it comes to training on books. (sherwood.news)Relying on an AI model that is driven by the whims of its owner is a mistake. (venturebeat.com)John Oliver explains how AI slop spreads so quickly on social media. (youtube.com)CEOsTech leaders view themselves as separate and apart from the rest of the economy. (paulkrugman.substack.com)The serial CEO is going out of style. (on.ft.com)IndustryThere is a surplus of open factory jobs in the U.S. (nytimes.com)Meatpacking plants are making changes to attract domestic workers. (wsj.com)What domestic textile manufacturers really want from a policy perspective. (nytimes.com)Earlier on Abnormal ReturnsPersonal finance links: breaking the rules. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: reducing uncertainty. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaThe Indiana Pacers lost the 2025 NBA Finals but the team will not be forgotten. (theringer.com)For Kenya's best distance runners, winning can be a mixed blessing. (economist.com)The F1 movie did not skimp on the racing action. (huddleup.substack.com)
Rates
- Muni bonds are underperforming in 2025. (morningstar.com)
- T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com)
Crypto
- Recent SPAC deals have a decided crypto flavor. (bloomberg.com)
- Please don't use those Bitcoin ATMs, scams abound. (axios.com)
Retail trading
- Supply is coming online to feed the degenerate economy. (howardlindzon.com)
- Demand for private shares is there. Companies are going all out to provide access. (wsj.com)
Finance
- Robin Wigglesworth, "Transparency and trading might eventually come to private credit. But private credit firms are going to fight against it tooth and nail." (ft.com)
- On the prospects for bank consolidation in the U.S. (ft.com)
AI
- Fred Vogelstein, "The market for online tolls is only as big as the AI companies allow it to be." (crazystupidtech.com)
- AI companies won a partial victory when it comes to training on books. (sherwood.news)
- Relying on an AI model that is driven by the whims of its owner is a mistake. (venturebeat.com)
- John Oliver explains how AI slop spreads so quickly on social media. (youtube.com)
CEOs
- Tech leaders view themselves as separate and apart from the rest of the economy. (paulkrugman.substack.com)
- The serial CEO is going out of style. (on.ft.com)
Industry
- There is a surplus of open factory jobs in the U.S. (nytimes.com)
- Meatpacking plants are making changes to attract domestic workers. (wsj.com)
- What domestic textile manufacturers really want from a policy perspective. (nytimes.com)
Earlier on Abnormal Returns
- Personal finance links: breaking the rules. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: reducing uncertainty. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
