Friday links: changing the game
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Finance
- Why 24-hour trading isn’t a boon for investors. (morningstar.com)
- Successfully running an ETF is harder than it looks. (jeffreyptak.substack.com)
TIPS
- TIPS yields haven’t been this high in a decade. (wsj.com)
- A speculative, but cautionary take against investing in TIPS. (paulkrugman.substack.com)
Crypto
- The SEC could soon allow for in-kind redemptions for Bitcoin and Ethereum ETFs. (citywire.com)
- This pension fund is adding Bitcoin to its portfolio. (sherwood.news)
VC
AI
- AI’s first great use-case is customer service. (sherwood.news)
- AI is not going to lift all boats. (economist.com)
Apple TV
- You can now connect Netflix to the Apple TV app. (sixcolors.com)
- The Apple TV app is coming to Android. (spyglass.org)
- Apple TV should lean into live channels. (sixcolors.com)
Contracts
- When the government pulls money from an account without authority. (axios.com)
- It’s hard to plan when the U.S. government is breaking legal contracts. (nytimes.com)
DOGE
- DOGE’s website is less than secure. (engadget.com)
- The DOGE website is one big advertisement for X.com. (wired.com)
Economy
- Industrial production rose in January. (calculatedriskblog.com)
- Recent inflation surprises, illustrated. (econbrowser.com)
- Tariffs or not, some manufacturing will never return to the U.S. (fortune.com)
Earlier on Abnormal Returns
- Podcast links: managing your emotions. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: built not born. (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)
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