Monday links: defining points in history
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Markets
- Corrections happen more often than you remember. (optimisticallie.com)
- Market moves just happen faster these days. (awealthofcommonsense.com)
Books
- “Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings” by Alex Morris is a good refresher course. (newsletter.rationalwalk.com)
- A review of “The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck” by Davie Spiegelhalter. (wsj.com)
AI
- Alibaba ($BABA) has pivoted to AI. (ft.com)
- Dating apps are leveraging AI behind the scenes. (sherwood.news)
Finance
- Daniel Davies, “The essence of managing an investment banking franchise is that the biggest driver of success is the capacity to bear pain.” (on.ft.com)
- Robinhood ($HOOD) is teaming with Kalshi on sports markets. (finance.yahoo.com)
- Expect to see alternatives managers talking more openly about their funds. (axios.com)
Fund management
- How market concentration affects ETF index construction. (morningstar.com)
- People are not dumping target date funds willy-nilly. (jeffreyptak.substack.com)
Global
- China is more diverse (economic) than you think. (scottsumner.substack.com)
- What do we lose if the world turns against the U.S.? (paulkrugman.substack.com)
- The U.S. has halted efforts to clean up Agent Orange in Vietnam. (propublica.org)
Economy
- Retail sales are decelerating. (bonddad.blogspot.com)
- National home builder confidence fell in March. (calculatedriskblog.com)
- More signs the economy is weakening. (axios.com)
- Does negative consumer sentiment forecast recessions? (econbrowser.com)
- People really want to work from home. (apolloacademy.com)
Earlier on Abnormal Returns
- Adviser links: durable portfolios. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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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