Thursday links: a tiny cult of math nerds
Tadas Viskanta
Abnormal Returns
2 months ago
2 MIN READ
Strategy
- The ability to not panic is a superpower. (awealthofcommonsense.com)
- Doing less is a constant battle for investors. (investmenttalk.co)
- Six things to tilt the investing odds in your favor including ‘Lower costs.’ (novelinvestor.com)
Finance
- Honeywell ($HON) is planning to split into three independent companies. (wsj.com)
- Countries typically don’t borrow to fund a sovereign wealth fund. (axios.com)
- Pimco lags in private credit. (bloomberg.com)
Retail
- Retail investors aren’t slowing down their stock purchases. (ft.com)
- A look at the details behind Robinhood’s ($HOOD) planned robo-advisor. (barrons.com)
- Trump Media ($DJT) is getting into the ETF business. (etf.com)
Orange juice
- The orange juice business can’t seem to shake its high sugar content. (bloomberg.com)
- American-grown orange juice is in secular decline. (theatlantic.com)
Ukraine
- Drone warfare in Ukraine is getting complex, fast. (arstechnica.com)
- How harming USAID helps Putin. (semafor.com)
DOGE
- Some DOGE staffers likely wouldn’t pass a background check. (wired.com)
- How the Trump Purge compares to the Red Scare. (politico.com)
- How DOGE has hamstrung the CIA. (danieldrezner.substack.com)
Economy
- Another ‘steady as she goes’ weekly initial unemployment claim number. (bonddad.blogspot.com)
- Brian Albrecht, “Economic prosperity doesn’t require perfect policies, but it does require stable ones.” (truthonthemarket.com)
Earlier on Abnormal Returns
- Longform links: fearing the future. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: simple beats complex. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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