Wednesday links: sensible diversification
MarketsHave we entered a new era for interest rates? (bonddad.blogspot.com)Why yield curve disinversions matter. (econbrowser.com)StrategyThe U.S. economy is spending less time in recession. Markets are paying attention. (awealthofcommonsense.com)How U.S. capital markets have devolved over time. (disciplinefunds.com)Investing is hard because the future is uncertain. (behaviouralinvestment.com)AIHype, headlines and Stargate. (spyglass.org)Google ($GOOGL) is making an additional investment in Anthropic. (ft.com)FinanceWhy PE managers are tapping non-traditional sources of capital, like financial advisers. (capitalallocators.com)What is 'parametric insurance' and what does it cover? (hbr.org)CaliforniaCalifornia has been driving innovation for a century. (scottsumner.substack.com)The real story on California's minimum wage. (ritholtz.com)AgencyAttention is the new currency, but that doesn't mean you should join in. (ofdollarsanddata.com)Cate Hall, "Burnout is the ultimate agency-killer." (every.to)Work-life balance doesn't last for long. (joylere.substack.com)Earlier on Abnormal ReturnsPersonal finance links: a process of discovery. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: taking responsibility. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaTesla ($TSLA) is increasingly tied to Musk's public actions. (ft.com)Billionaires don't have to game the system, they choose to. (moneywithkatie.com)Why can't our new overlords at least be cool? (theguardian.com)
Markets
- Have we entered a new era for interest rates? (bonddad.blogspot.com)
- Why yield curve disinversions matter. (econbrowser.com)
Strategy
- The U.S. economy is spending less time in recession. Markets are paying attention. (awealthofcommonsense.com)
- How U.S. capital markets have devolved over time. (disciplinefunds.com)
- Investing is hard because the future is uncertain. (behaviouralinvestment.com)
AI
- Hype, headlines and Stargate. (spyglass.org)
- Google ($GOOGL) is making an additional investment in Anthropic. (ft.com)
Finance
- Why PE managers are tapping non-traditional sources of capital, like financial advisers. (capitalallocators.com)
- What is 'parametric insurance' and what does it cover? (hbr.org)
California
- California has been driving innovation for a century. (scottsumner.substack.com)
- The real story on California's minimum wage. (ritholtz.com)
Agency
- Attention is the new currency, but that doesn't mean you should join in. (ofdollarsanddata.com)
- Cate Hall, "Burnout is the ultimate agency-killer." (every.to)
- Work-life balance doesn't last for long. (joylere.substack.com)
Earlier on Abnormal Returns
- Personal finance links: a process of discovery. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: taking responsibility. (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
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