Wednesday links: wild visions of the future
Tadas Viskanta
Abnormal Returns
3 hours ago
2 MIN READ
Markets
- How volatile has 2026 been so far? (morningstar.com)
- History tell us volatility is a feature of financial markets. Act accordingly. (larryswedroe.substack.com)
- Historical edges can disappear. (quantifiableedges.com)
Companies
- Allbirds ($BIRD) is now in the business of providing AI compute. (sherwood.news)
- The Apple ($AAPL) Macbook Neo is a big hit. (sixcolors.com)
IPOs
- Madison Air Solutions ($MAIR) is set to go public. (barrons.com)
- SpaceX is set to be a big meme stock. (theatlantic.com)
Private credit
- Investors are reassessing insurance company holdings of private credit. (ft.com)
- How much exposure do the big banks have to private credit providers? (bloomberg.com)
- Retail investors wouldn’t have purchased private credit without some sort of liquidity provision. (thealtview.substack.com)
GLP-1s
- Why the GLP-1 pills matter. (theatlantic.com)
- How tell the difference between GLP-1 products. (theconversation.com)
- Ozempic isn’t cheating. (whyisthisinteresting.substack.com)
Drones
- The global race for AI-powered weapons systems is here. (nytimes.com)
- Ukraine has taken a leap forward in ground robots and drones. (arstechnica.com)
- Can Michigan become a hub for drone manufacturing? (nytimes.com)
Global
- Regime change came to Iran, ironically toward hard liners. (wsj.com)
- How Hungary could make central Europe great again. (thebulwark.com)
- Europe is planning for a NATO without America. (wsj.com)
- Autocracy and corruption go hand in hand. (paulkrugman.substack.com)
Economy
- The housing market is range-bound. (bonddad.blogspot.com)
- Poor consumer sentiment is all about prices. (gelliottmorris.com)
Earlier on Abnormal Returns
- Personal finance links: improving your credit score. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: American exceptionalism. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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