Friday links: constant reinvention
Tadas Viskanta
Abnormal Returns
8 hours ago
2 MIN READ
Finance
- Blackstone ($BX) backed Jersey Mike’s has filed to go public. (restaurantdive.com)
- The art market is increasingly financialized. (humbledollar.com)
Private credit
- Blue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com)
- Why an ever growing redemption queue at private credit funds is untenable. (pitchbook.com)
Companies
- Even Apple ($AAPL) can’t sidestep rising memory prices. (theatlantic.com)
- Kroger ($KR) is buying supermarket chain Giant Eagle. (cnbc.com)
- Lucky Strike ($LUCK) is trying to reinvent bowling. Not everyone is happy about it. (wsj.com)
Media
- A look at The Onion’s plan to relaunch InfoWars. (chicago.suntimes.com)
- When suing media organizations becomes an income stream. (newrepublic.com)
- Data on how much the typical newsletter charges. (pressgazette.co.uk)
Russia
- Ukraine can now strike freely within Russia. (axios.com)
- Gas lines are now commonplace throughout Russia. (nytimes.com)
- Russia’s race to build a Starlink rival is stuck in neutral. (bloomberg.com)
America
- A deep dive into America in 1926. (derekthompson.org)
- Every 50 years or so American democracy looks tattered. (danieldrezner.substack.com)
- Americans still overwhelmingly believe immigration is a positive. (noahpinion.blog)
- What if the colonies and the crown had reconciled in 1776? (thebulwark.com)
Economy
- What’s behind the drop in the labor force participation rate? (employamerica.org)
- There is little sign of a manufacturing renaissance in the jobs data. (newsletter.platypuseconomics.com)
- What happens when labor share of GDP keeps falling? (mrzepczynski.blogspot.com)
- A look at the U.S. economy half way through 2026. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: instant fakes. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor or in the wealth management business? Sign up for our exclusive, weekly Talking Wealth newsletter. (talkingwealthpod.com)
Mixed media
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