Tuesday links: a focus on bubbles
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Money management
- Democratization of investing is good in theory, less so in practice. (behaviouralinvestment.com)
- As Vanguard expands its offerings, so do its conflicts of interest. (fortunesandfrictions.com)
Crypto
- The Solana network is getting a big upgrade. (sherwood.news)
- Nasdaq ($NDAQ) is buying into the Gemini IPO. (blockworks.co)
Finance
- Do we really need quarterly earnings? (wsj.com)
- Why Charlie Munger thought short term capital gains were way undertaxed. (kingswell.io)
AI
- Why Apple’s ($AAPL) slow approach on AI may win out. (advisorperspectives.com)
- ASML ($ASML) is buying a stake in Mistral. (cnbc.com)
- Databricks is benefiting from the AI wave. (tomtunguz.com)
- On the ground with companies actually trying to implement AI. (axios.com)
Restaurants
- McDonald’s ($MCD) Extra Value Meals are back. (axios.com)
- Turning around Starbucks ($SBUX) is no small feat. (nytimes.com)
- French dip sandwiches are having a renaissance. (insidehook.com)
Global
- Colin Nagy, “[World] leaders act not on facts but on the stories they tell themselves about their adversaries.” (whyisthisinteresting.substack.com)
- Why convenience stores play an integral role in Taiwan society. (washingtonpost.com)
- What the overseas trips by heads of state tell us. (theconversation.com)
Economy
- The latest QCEW suggests there has been no increase in jobs over the past year. (bonddad.blogspot.com)
- The wealth effect is more important than ever for the economy. (sherwood.news)
- It’s hard to argue we’re in a recession right now. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: sound investment principles. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a window of tolerance. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Kelsey McKinney, “The AI companies have stolen our work [books] not so that people might enjoy it illegally, but so that the AI companies themselves can grind it into profitable sludge.” (defector.com)
- How arts organizations are managing in Trump 2.0. (theartnewspaper.com)
- Why cultural criticism is fading away. (nymag.com)
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