Thursday links: short-run market fun
Tadas Viskanta
Abnormal Returns
23 hours ago
2 MIN READ
Companies
- Apple ($AAPL) now makes about 25% of iPhones in India. (asymco.com)
- The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com)
- Why are people so freaked out about institutional ownership of single family homes? (marginalrevolution.com)
Private assets
- Insurance companies have a lot of private credit exposure. (philbak.substack.com)
- 2028 will see a lot of lower-grade software debt mature. (apolloacademy.com)
- Are target date and 401(k) managers going to scared off from adding private asset exposure? (fa-mag.com)
- The investment industry has overhyped the case for private assets. (thealtview.substack.com)
AI
- Will AI turn out to be a good bubble or a bad bubble? (theatlantic.com)
- Why AI may never be cheaper that it is right now. (axios.com)
- The best Go players now mimic AI moves. (technologyreview.com)
Iran
- Charles Edward Gehrke, “The system that governs international shipping is, at its foundation, voluntary.” (theconversation.com)
- How the U.S. came to strike an elementary school. (nytimes.com)
- On the strategic incoherence of the Iran war. (danieldrezner.substack.com)
Earlier on Abnormal Returns
- Longform links: a built environment. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: addressing both things. (abnormalreturns.com)
- The 2026 UBS Global Investment Yearbook is here! (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Kyle Chayka, “As American journalistic institutions are consolidated and politicized by tech billionaires seeking to dominate the industry, those who consume news on the internet are increasingly left to assemble the disparate pieces on their own.” (newyorker.com)
- NewsGuard has launched an AI content farm detection tool. (adweek.com)
- The mainstream media has dramatically decreased coverage of climate issues. (grist.org)
- Apparently we just stopped fact checking so-called experts on TV. (awfulannouncing.com)
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