Thursday links: the impact of AI
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Grains
- China isn’t buying American soybeans. (wsj.com)
- Grain prices are at five-year lows. (economist.com)
- Russia is targeting Ukrainian farmers with drones. (wsj.com)
Strategy
- Managing short positions is no small thing. (taxalphainsider.com)
- A review of “Rethinking Investing: A Very Short Guide to Very Long-Term Investing” by Charles D. Ellis. (blogs.cfainstitute.org)
Retail
- It helps to have a high public profile when launching an ETF these days. (etf.com)
- Why companies going public want retail participation. (axios.com)
- Why trading platforms, like Robinhood ($HOOD), are trying to go social. (blockworks.co)
- Kalshi apparently trades for itself on its own platform. (sportico.com)
Finance
- PNC Bank ($PNC) has big ambitions. (wsj.com)
- The private equity industry likely needs to shrink the number of GPs. (axios.com)
- High performing hedge fund teams can get a second chance, but not a third. (bloomberg.com)
Demographics
- America’s population could start falling (for good) as soon as 2031. (axios.com)
- America is facing a teenager deficit. (contessacapitaladvisors.com)
Discrimination
- ICE can now racially profile half of Los Angeles residents. (yahoo.com)
- DEI isn’t illegal, but discrimination is. (theconversation.com)
Economy
- Through August, CPI rose 2.9% year-over-year. (calculatedriskblog.com)
- Weekly initial unemployment claims are ticking higher. (bonddad.blogspot.com)
- Businesses are adjusting prices slowly to tariffs. (econofact.org)
- Outside of the labor market, the economy is holding up. (apolloacademy.com)
- Higher income Americans are holding up the economy. (klementoninvesting.substack.com)
- Job seekers are increasingly frustrated. (washingtonpost.com)
Earlier on Abnormal Returns
- Longform links: the capacity to care. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a most valuable asset. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Derek Thompson, “Just as Trump depends on emergency declarations, he also depends on threats. The president creates pain, then demands tribute, at which point he removes the pain.” (theatlantic.com)
- On the enduring impact of 9/11, 24 years on. (cnbc.com)
- How to remain human in an inhumane time. (ryanholiday.net)
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