Tuesday links: attached at the hip
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
Markets
- The stock market rally is broadening out. (trendlabs.com)
- Stocks are rallying despite poor consumer sentiment. (carsongroup.com)
Strategy
- Different stocks have differing durations. (flyoverstocks.com)
- Why AI-generated investment content is a waste for the writer and consumer. (behaviouralinvestment.com)
Trading
- How would Jane Street rank, return-wise, against the big hedge funds? (ft.com)
- Hudson River Trading is cleaning up as well. (ft.com)
Private credit
- How private credit managers can have different marks for the same loan. (ft.com)
- When it comes to private credit always read the footnotes. (mispricedassets.substack.com)
Video content
- YouTube is going all out to keep creators in the fold. (nytimes.com)
- YouTube creators are turning to consultants and strategists to boost their businesses. (cnbc.com)
- Why video content is seemingly getting homogenized. (garbageday.email)
- Microdramas are red hot. (techcrunch.com)
World Cup
- Some World Cup host cities are now regretting their decision to host. (theatlantic.com)
- Kansas City is spending big on transit for the World Cup (nytimes.com)
- Hosting big sporting events is rarely an economic boon. (bloomberg.com)
Economy
- The April CPI came in at 3.8% year-over-year. (bonddad.blogspot.com)
- Higher inflation is going to put a crimp in real wages. (axios.com)
- How higher gasoline prices are showing up in food inflation. (wsj.com)
- How rising gasoline prices affect retail sales. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: biased assumptions. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a great advisory firm. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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