Thursday links: global information networks
Tadas Viskanta
Abnormal Returns
4 weeks ago
3 MIN READ
Markets
- Bond sentiment has gotten negative. (thesandboxdaily.com)
- You think the U.S. has an index concentration problem? (sherwood.news)
Strategy
- Global diversification is a strategic decision, not a tactical one. (morningstar.com)
- The evidence on active fund manager performance is woeful. (ritholtz.com)
Fund management
- Who said ETF innovation is dead? (nadig.com)
- Why you may start seeing crypto show up in 401(k) plans. (pionline.com)
Banking
- How the 2024 election helped banks offload their Twitter loans. (ft.com)
- Why Wall Street interns are safe from AI, for now. (bloomberg.com)
- Why banks are seemingly eager to finance their competitors. (ft.com)
AI
- Google ($GOOGL) continues to bury search results even deeper. (nymag.com)
- AI is changing the job of coders, and not for the better. (tech.yahoo.com)
- Do people really want to put AI devices on their faces? (sherwood.news)
- Grok hasn’t given you any reason to trust it. (washingtonpost.com)
- The growth in AI compute is astounding. (tomtunguz.com)
Pharmaceuticals
- HHS has cancelled funding for a Moderna ($MRNA) mRNA vaccine for bird flu. (axios.com)
- How Novo Nordisk ($NVO) let the market for GLP-1 agonists slip through its hands. (wsj.com)
- Some actual good news on the antibiotic front. (fastcompany.com)
DOGE
- Elon is officially out at DOGE. (cbsnews.com)
- DOGE did little to slow federal spending. (bloomberg.com)
- A firsthand look inside DOGE. (sahillavingia.com)
- There still is a lot of litigation outstanding involving DOGE. (axios.com)
Global
- Russia has reorganized its economy around the war in Ukraine. (wsj.com)
- You can’t build a ‘Golden Dome’ without Canada. (politico.com)
- We are undertaking a big experiment on the lives of millions of people. (econbrowser.com)
- Japanese toilets are conquering America. (nytimes.com)
Tariffs
- The tariff outlook is still clear as mud. (morningstar.com)
- Why the administration lost in front of the United States Court of International Trade. (paulkrugman.substack.com)
- A closer look at Trump auto tariffs. (apricitas.io)
Economy
- Weekly initial unemployment claims ticked higher last week. (calculatedriskblog.com)
- How do Giffen goods work? (timharford.com)
Earlier on Abnormal Returns
- Longform links: strong privacy. (abnormalreturns.com)
- What you missed with in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: accepting uncertainty. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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