Tuesday links: the range of outcomes
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Liquidity
- The bid-ask spread on corporate bonds has blown out. (apolloacademy.com)
- Junk bond spreads have surged. (ft.com)
Diversification
- Diversification means seeing parts of your portfolio underperforming. (ofdollarsanddata.com)
- Diversification is a risk management tool. (behaviouralinvestment.com)
Meta
- Instagram is Meta’s ($META) lifeboat. (spyglass.org)
- That’s not to say that Instagram is actually good. (garbageday.email)
AI
- OpenAI has a burn rate problem. (wheresyoured.at)
- OpenAI is purportedly building a social network. (theverge.com)
- What do AI company logos have in common? (velvetshark.com)
Finance
- Wall Street types now feel like they misread Trump’s priorities. (on.ft.com)
- Blackstone ($BX) is working with Vanguard to get private assets into portfolios. (wsj.com)
- Goldman Sachs ($GS) is a big fan of its corporate jets. (riabiz.com)
Medicine
- Pfizer ($PFE) has dropped another anti-obesity pill. (biopharmadive.com)
- How a monoclonal antibody could be used to treat seasonal allergies. (vox.com)
- Some good long term results for a RSV vaccine. (newatlas.com)
Tariffs
- What are best and worst cases for tariffs for the American economy? (ritholtz.com)
- The message that tariffs send to America’s allies and how China is taking advantage. (theatlantic.com)
- China has paused delivery of Boeing ($BA) aircraft. (cbsnews.com)
- Supply chains are frozen as uncertainty abounds. (sherwood.news)
- Tariffs are a discriminatory tax. (mrzepczynski.blogspot.com)
Earlier on Abnormal Returns
- Research links: expected value. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: seeing the future. (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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