Wednesday links: replacing a CEO
Tadas Viskanta
Abnormal Returns
9 hours ago
2 MIN READ
Markets
- Bitcoin is just a risk-on asset. (trendlabs.com)
- South Korean stocks have taken it on the chin this week. (ft.com)
- Target ($TGT) stock has stopped going down. (stockmarketmedia.com)
War
- How markets have historically reacted to war. (novelinvestor.com)
- We’re only going to know how this plays out in hindsight. (awealthofcommonsense.com)
- Why good and bad news has differential effects. (mrzepczynski.blogspot.com)
- Remember, you are not an expert on Iran. (behaviouralinvestment.com)
Apple
- Apple ($AAPL) is going to sell a lot of Macbook Neos. (spyglass.org)
- Why Apple’s Fusion Architecture matters. (om.co)
Companies
- Anthropic is now at a $20 billion annual revenue run rate. (bloomberg.com)
- Defense startup Anduril is closing in on a big new investment round. (wsj.com)
- Some software models that will survive AI. (oldroperesearch.substack.com)
Iran
- No one is a fan of the current Iranian regime. (unchartedterritories.tomaspueyo.com)
- The U.S. and Israel are now arming the Kurds. (theatlantic.com)
- The FBI recently cut back efforts to track Iranian threats. (cnn.com)
Economy
- A good sign for job switchers. (apolloacademy.com)
- How higher oil prices will affect the economy. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Personal finance links: dealing with uncertainty. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: triggered online. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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