Thursday links: creating lasting change
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
April 2025
- The S&P 500 returned -0.68% in April 2025. (on.spdji.com)
- How major asset classes performed in April 2025. (capitalspectator.com)
Crypto
- Crypto trading is coming to E*Trade. (fa-mag.com)
- How Trump came to embrace crypto. (theatlantic.com)
Berkshire Hathaway
- Warren Buffett has been in charge of Berkshire Hathaway ($BRK.A) for 60 years now. (newsletter.rationalwalk.com)
- What it really means to invest like Warren Buffett. (surfacearea.beehiiv.com)
Fund management
- Asset managers can’t resist offering private assets to individual investors. (economist.com)
- State Street ($STT) is working with Carlyle ($CG) to bring private markets exposure to individual investors. (wealthmanagement.com)
Big Tech
- Big tech companies continue to spend big on AI capex. (sherwood.news)
- Apple ($AAPL) is finally going to have to deal with App Store reality. (spyglass.org)
GLP-1s
- Eli Lilly ($LLY) has positioned themselves as the long term winner in this space. (barrons.com)
- Why Novo Nordisk ($NVO) is seemingly lagging Eli Lilly ($LLY) in weight loss drugs. (wsj.com)
- Even with their high costs, GLP-1 drugs are cost effective for insurers. (fastcompany.com)
Health policy
- Why National Institutes of Health director Francis Collins felt the need to resign. (axios.com)
- Success in treating cancer has come in part from federal research support. (theconversation.com)
- The VA has been a key player in clinical studies. (npr.org)
Russia
- Don’t expect Trump to confront Putin any time soon. (theatlantic.com)
- Russia apparently tortured and killed Ukrainian journalist Viktoriia Roshchyna. (theguardian.com)
- How Russia is dealing with its demographic free fall. (theatlantic.com)
Economy
- Keep an eye on the labor market for signs of a recession. (disciplinefunds.com)
- Weekly initial unemployment claims jumped. Is this the beginning of a trend? (bonddad.blogspot.com)
- The April ISM Manufacturing report came in at 48.7%, down for the second month. (calculatedriskblog.com)
- The volatility of GDP is only going to increase. (apricitas.io)
- Signs of a recession are piling up. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: economic surrealism. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: fooling yourself. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
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