Friday links: encouraging lawbreaking
Tadas Viskanta
Abnormal Returns
24 hours ago
2 MIN READ
Markets
- TIPS are trading at historically high levels. (wsj.com)
- Momentum has outperformed since the start of the Iran war. (capitalspectator.com)
- Roundhill Memory ETF ($DRAM) is off to a fast start. (etf.com)
Companies
- What Greg Abel, the new CEO of Berkshire Hathaway ($BRK.A) can learn from Tim Cook. (kingswell.io)
- What 1000-year old companies can teach us about resilience. (bigthink.com)
- Why Dr. Bronner sales are booming. (wsj.com)
SpaceX
- Of course Elon Musk wants to merge SpaceX with Tesla ($TSLA). (barrons.com)
- This aspect of a SpaceX IPO is notable, and worrying. (ft.com)
Finance
- How private credit’s problems redound on private equity. (axios.com)
- Stocks backed by this company all tend to go down, a lot. (ft.com)
Prediction markets
- Google ($GOOGL) is now featuring Polymarket odds. (futurism.com)
- A lot more athletes have invested in Kalshi. (frontofficesports.com)
Social media
- Twitter downgrades external links. (niemanlab.org)
- Max Tani and Ben Smith talk with Bluesky COO Rose Wang. (semafor.com)
- Why can’t billionaires just stay off Twitter? (wsj.com)
Iran
- What’s getting through the Strait of Hormuz? (axios.com)
- What the Gulf states have learned about American power. (paulkrugman.substack.com)
- Who is going to pay Hormuz tolls? (wsj.com)
- Helium is hard to replace. (construction-physics.com)
Economy
- March CPI showed a 3.3% annual increase. (bonddad.blogspot.com)
- Derek Thompson talks with Roge Karma about the labor market for new college graduates. (podcasts.apple.com)
- These measures of consumer sentiment are in the crapper. (axios.com)
Earlier on Abnormal Returns
- What you may have missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: inverting our lives. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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