Tuesday links: revolutionary technologies
Tadas Viskanta
Abnormal Returns
17 hours ago
3 MIN READ
Markets
- Why poor consumer confidence shouldn’t deter you from investing. (trendlabs.com)
- Small caps are leading YTD. (stockmarketmedia.com)
Private assets
- Good luck trying to find a semi-liquid private equity fund that will outperform over the long run. (morningstar.com)
- It’s easy to forget that private equity will feel the pain before private credit in a generalized downturn. (mailchi.mp)
- Just how accurate are private equity marks? (hntrbrk.com)
Companies
- CEOs see an window to do merger deals that would never have gone through before. (semafor.com)
- Reddit ($RDDT) is at the mercy of search, AI and advertisers. (ft.com)
OpenAI
- Missed projections and big outlays are putting pressure on OpenAI leadership. (futurism.com)
- Is the unwinding of the OpenAI-Microsoft ($MSFT) deal going to help? (spyglass.org)
- Why OpenAI pivoted to an Anthropic-like business model. (theatlantic.com)
Work
- Jim Pethokoukis talks work and AI with Prof. Daniel Rock. (fasterplease.substack.com)
- Is California’s job situation an omen for the rest of the country? (bloomberg.com)
- Michael Easter talks with Dr. Mim Ari and Robin Greenfield about finding joy in any job. (twopct.com)
Oil
- The UAE is quitting OPEC. (sherwood.news)
- What would it take to get Gulf oil flowing again? (ft.com)
- The longer the Strait of Hormuz is closed, the more the damage. (paulkrugman.substack.com)
- How long can Iran’s oil industry hold out? (axios.com)
- How to demine the Strait of Hormuz. (ft.com)
Europe
- Europe is coming to terms with an even longer war in Ukraine. (nytimes.com)
- Orban’s business associates are already adapting. (ft.com)
- If nothing else, Russia is adept at producing disinformation. (bloomberg.com)
The Fed
- Kevin Warsh is facing some tough inflation data. (capitalspectator.com)
- Despite what has been said, investigations into the Fed are not over. (stayathomemacro.substack.com)
Housing
- Per Case-Shiller, national home prices rose 0.7% in the past year through February. (calculatedrisk.substack.com)
- You can’t blame shelter costs for higher inflation. (bonddad.blogspot.com)
- Bills restricting build-to-rent are already crimping home construction. (wsj.com)
Earlier on Abnormal Returns
- Research links: data exploration. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: controlling the controllable. (abnormalreturns.com)
- Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Alex Hutchinson, “All told, Sawe’s breakthrough—the head-to-head throwdown, the drug-testing program, the dramatic finale—was exactly how you’d script an all-time performance.” (theatlantic.com)
- How big a role did shoes play in the new marathon world record? (sherwood.news)
- On the myth of the psychological barrier in sports. (scienceofrunning.com)
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