Friday links: cooking our brains
Tadas Viskanta
Abnormal Returns
21 hours ago
2 MIN READ
Strategy
- Investors need to understand their circle of competence. (safalniveshak.com)
- Brett Steenbarger, “Successful traders, I’ve found, are distinguished by the questions they ask, not just by answers they’ve come up with.” (traderfeed.blogspot.com)
Crypto
- Tether holds a big slug of gold. (mining.com)
- A look at stablecoin demand for Treasuries. (apolloacademy.com)
- Coinbase ($COIN) has partnered with Perplexity AI on a real-time crypto data service. (theblock.co)
Trading
- IEX wants to start an options exchange. Not everyone is happy about it. (ft.com)
- Citadel Securities buys Morgan Stanley’s electronic options market making unit (msn.com)
AI
- Whether you like it or not, AI is coming. (honest-broker.com)
- AI is advancing faster than even optimists thought possible. (axios.com)
- We’ll still find stuff to complain about when AI is ubiquitous. (disciplinefunds.com)
- Helios wants to be the AI system for public policy pros. (techcrunch.com)
- AI could reignite the browser wars. (godspeed.beehiiv.com)
- How Grok went off the rails. (thezvi.substack.com)
Gambling
- ‘Spot fixing’ is hard to combat. (wsj.com)
- The regulation of gambling in the U.S. is kind of absurd. (riskofruinpod.substack.com)
Tariffs
- The stock market has stopped reacting to tariff news. (axios.com)
- Contingency planning for tariffs is a cost in and of itself. (nytimes.com)
- Tariffs are still going to work their way through to the consumer. (theatlantic.com)
- Copper already in a U.S. is getting a bump. (ft.com)
Earlier on Abnormal Returns
- Podcast links: trusting yourself. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a clear connection. (abnormalreturns.com)
- Newer, cheaper, better isn’t always. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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