Friday links: uninterrupted straight lines
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Markets
- In the face of uncertainty, the stock market shoots first, asks questions later. (downtownjoshbrown.com)
- Just how much are the threat of tariffs driving the stock market? (morningstar.com)
- A 10% correction is a blip. (disciplinefunds.com)
Strategy
- If you are going commit the sin of market timing, sin only a little. (monevator.com)
- How bad investment decisions feed on themselves. (fortunesandfrictions.com)
Crypto
- Craig Coben, “Strategy’s success depends on two critical factors: the continued premium of its stock to NAV and the ongoing appreciation of bitcoin.” (on.ft.com)
- Crypto criminals prefer stablecoins to Bitcoin. (ft.com)
Finance
- Private lenders are beefing up their internal restructuring teams. (wsj.com)
- Angel investing ain’t easy. (humbledollar.com)
Companies
- Reddit ($RDDT) thinks keeping its data in house, is more valuable than licensing it. (sherwood.news)
- Is Apple ($AAPL) going to get the message? (spyglass.org)
- Ozempic is losing consumer mind share. (sherwood.news)
- Why ESPN Bet never stood a chance. (awfulannouncing.com)
Tesla
- James Surowiecki, “Aside from all the noise, the simple reality is that Tesla now seems to be far down on the list of Musk’s priorities, behind DOGE, SpaceX, his new AI venture, and X.” (theatlantic.com)
- America’s perception of Tesla ($TSLA) is sinking. (sherwood.news)
- Tesla ($TSLA) owners are removing badges from their vehicles. (fastcompany.com)
- Cybertruck deliveries are on pause. (electrek.co)
Economy
- We’re closer to a recession than we have been in awhile. (bonddad.blogspot.com)
- GDP isn’t perfect, but it’s darn useful. (agglomerations.substack.com)
Earlier on Abnormal Returns
- Podcast links: thinking freely. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a fun challenge. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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