Friday links: systems vs. tactics
Tadas Viskanta
Abnormal Returns
3 months ago
2 MIN READ
Strategy
- Timing the market requires getting two decision right. (awealthofcommonsense.com)
- On the benefits of embracing failure. (theatlantic.com)
Trading
- Questions remain about how all-day stock trading would work. (on.ft.com)
- Kalshi is moving to make its contracts available more widely. (nytimes.com)
Apple
- Services revenue keeps growing at Apple ($AAPL). (sixcolors.com)
- AI isn’t moving the needle for Apple ($AAPL), sales-wise. (sherwood.news)
- The Apple ($AAPL) Vision Pro is finding use cases in health care, i.e. surgery. (fastcompany.com)
- Is Apple ($AAPL) finally going to attack the smart home? (sixcolors.com)
AI
- Is SoftBank going to go all-in on OpenAI? (spyglass.org)
- DeepSeek teaches us that AI moats may not be that deep after all. (theatlantic.com)
- Since when is OpenAI care so much about the ‘sanctity of propriety data’? (arstechnica.com)
Economy
- The American economy is rolling. (apolloacademy.com)
- The Fed is keeping its head down. (stayathomemacro.substack.com)
- Taiwan owns a lot of U.S. Treasury bonds. (ft.com)
Earlier on Abnormal Returns
- Podcast links: our AI future. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: cultural markers. (abnormalreturns.com)
- Why ‘critical ignoring’ is a crucial skill these days. (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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