
Thursday links: responding to crashes
1 month ago
2 MIN READ
Markets
- Want to hedge inflation? Buy stocks. (axios.com)
- Why investors need to consult primary sources. (newsletter.rationalwalk.com)
Finance
- Why gold traders are shipping bullion from London to New York. (wsj.com)
- A cool thing about the hedge fund industry is that success comes in a lot of different ways: the case case of QRT. (bloomberg.com)
- Would you read a sell-side research report written by AI? (ft.com)
- The NYSE is launching an exchange in Texas. (axios.com)
Companies
- Amazon ($AMZN) ordered workers back into the office. The company wasn’t prepared. (wsj.com)
- Why Hims & Hers Health ($HIMS) spends so much on marketing. (theatlantic.com)
- Why Dr. Bronner’s is dropping is B-Corp certification. (fastcompany.com)
Tariffs
- How tariffs could affect something, seemingly unrelated, like auto insurance rates. (wsj.com)
- Aluminum tariffs could mean more plastic bottles produced. (msn.com)
- How tariffs could raise the costs for microbrewers. (cnn.com)
- Trump is betting people won’t hold him accountable for higher prices. (theatlantic.com)
Economy
- Still no meaningful pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- The argument against a meaningful resurgence in consumer inflation. (disciplinefunds.com)
Earlier on Abnormal Returns
- Longform links: built not born. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the immense role of luck. (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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