Thursday links: cognitive resilience
Tadas Viskanta
Abnormal Returns
4 weeks ago
3 MIN READ
Markets
- Markets are largely shrugging off the destruction of norms. (ft.com)
- S&P 500 companies returned a record amount of capital in 2024. (axios.com)
- The U.S. stock market is a standout in 2025, and not in a good way. (capitalspectator.com)
- Which sectors look cheap after this correction? (morningstar.com)
Books
- Barry Ritholtz’s “How Not to Invest” is a ‘very informative book about investing that is most importantly a lot of fun.’ (realclearmarkets.com)
- “Buffett’s Early Investments: A New Investigation Into the Decades When Warren Buffett Earned His Best Returns” by Brett Gardner is an ‘enjoyable read.’ (blogs.cfainstitute.org)
- Ezra Klein and Derek Thompson pull their punches in “Abundance.” (noahpinion.blog)
- “Everything Is Tuberculosis” by John Green is ‘earnest and empathetic.’ (nytimes.com)
- Books that Laurie Santos recommends including “Four Thousand Weeks” by Oliver Burkeman. (newyorker.com)
Tesla
- Retail investors are buying the dip in Tesla ($TSLA). (sherwood.news)
- The Commerce Secretary is now providing stock recommendations. (axios.com)
- Tesla ($TSLA) is recalling Cybertrucks because panels keep falling off. (theverge.com)
Apple TV+
- Apple ($AAPL) is reportedly losing some $1 billion a year on streaming content. (9to5mac.com)
- Why sports leagues shouldn’t bet on Apple ($AAPL) bailing them out. (johnwallstreet.com)
Venture capital
- Balyasny Asset Management is launching a dedicated venture capital vehicle. (institutionalinvestor.com)
- The fintech startups that could go public. (news.crunchbase.com)
- How LP advisory councils can work in practice. (hunterwalk.com)
Finance
- Has the office building market bottomed? (nytimes.com)
- Brad Jacobs’ QXO ($QXO) has finally purchased Beacon Roofing Supply ($BECN). (wsj.com)
Media
- An assessment of what finance writers are earning on Substack. (behindthebalancesheet.substack.com)
- How Meta ($META) turned this memoir into a best seller. (engadget.com)
- How to become an NBA insider without a big platform. (niemanlab.org)
- NYT Cooking is a standout success. (bloomberg.com)
Economy
- Weekly initial claims remain quiescent. (calculatedriskblog.com)
- How the distortions from tariffs can stick around for decades. (wsj.com)
Earlier on Abnormal Returns
- Longform links: a vision of the future. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: inevitable market storms. (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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