Friday links: exploited by ads
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Markets
- Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com)
- Silver prices are rising along with gold. (wsj.com)
Strategy
- Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com)
- What the consensus 60/40 portfolio looks like. (morningstar.com)
Stablecoins
- Stablecoins are no longer niche. (econofact.org)
- Where stablecoin legislation stands. (morningstar.com)
- Circle ($CRCL) stock is on fire, post-IPO. (theblock.co)
Finance
- The market for SPACs are heating up again. (ft.com)
- X wants to become a ‘super app’ with financial capabilities like stock trading. (coindesk.com)
- American investors are getting duped by Chinese pump-and-dump schemes. (wsj.com)
- Hedge funds are ‘not a growth business.’ (mrzepczynski.blogspot.com)
Jobs
- America’s biggest companies are cutting jobs. Is AI to blame? (wsj.com)
- It’s not just AI that is putting pressure on jobs for new grads. (paulkrugman.substack.com)
- AI is coming for the elite professions. (medium.com)
AI
- Why Apple ($AAPL) needs to buy Perplexity. (bigtechnology.com)
- More signs that AI is killing web traffic. (axios.com)
- xAI is hemorrhaging cash. (tomshardware.com)
Economy
- Why the Fed is on hold, for now. (paulkrugman.substack.com)
- You can only fight the laws of economics for so long. (oaktreecapital.com)
Earlier on Abnormal Returns
- Podcast links: problems with passive. (abnormalreturns.com)
- Longform links: misinformation and disinformation. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: money issues. (abnormalreturns.com)
- Don’t miss a thing around here! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed meda
- 38 lessons learned from 38 years including ‘Do not let assholes turn you into an asshole.’ (ryanholiday.net)
- Life is a lot easier, if you don’t take offense easily. (theatlantic.com)
- Public debate doesn’t usually resolve anything. (marginalrevolution.com)
- You are more than you to-do list. (fastcompany.com)
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