Monday links: climate, health, and the economy
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- Trend following funds are having a rough 2025. (wsj.com)
- Merger arb is a standout in 2025. (mrzepczynski.blogspot.com)
Strategy
- Why buy private assets when you can buy the private fund managers? (downtownjoshbrown.com)
- What Sumo wrestlers can teach you about trading. (trendlabs.com)
IPOs
- Figma ($FIG) is coming under scrutiny for its IPO. What should it have done differently? (ft.com)
- Firefly Aerospace ($FLY) is set to go public this week. (stocktwits.com)
- Bullish, a digital-asset exchange operator has filed to go public. (finance.yahoo.com)
AI
- The scale of AI capex spending is unprecedented. (awealthofcommonsense.com)
- Why the tech giants have pivoted back to physical investment. (wsj.com)
- You can thank AI for rising residential electricity rates. (axios.com)
- How would an AI bust play out? (thediff.co)
- AI still can’t take out the trash. (freddiedeboer.substack.com)
Defense
- Big Tech used to shun defense work. No longer. (nytimes.com)
- The Department of Defense is cutting itself off from outside ideas. (theatlantic.com)
- Ukraine continues to fortify its front lines. (wsj.com)
Economy
- Can AI spending offset consumer weakness? (optimisticallie.com)
- Anecdotal signs the American consumer is pulling back. (wsj.com)
- Reasons why you should stay on ‘recession watch.’ (bonddad.blogspot.com)
- Small businesses are most at-risk of tariff shocks. (theconversation.com)
- Liberal democracies run on transparency and trust. (derekthompson.org)
Earlier on Abnormal Returns
- Adviser links: a planning process. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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