Tuesday links: a very simple model
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Alternatives
- The private credit industry has failed to educate their investors. (bloomberg.com)
- Why LPs are wary of GP stake investors. (pitchbook.com)
- Bill Ackman wants your money. (semafor.com)
Companies
- It looks like Live Nation ($LYV) is going to largely get an anti-trust pass. (thebignewsletter.com)
- Retailers are trying to wean customers off of free shipping. (wsj.com)
- How Lego bucks negative toy trends. (cnbc.com)
AI
- It’s hard not to be skeptical about the AI data center buildout. (om.co)
- Management consultants are the new AI evangelists. (wsj.com)
- What is AI comes up with solutions we can’t understand? (asimov.press)
- How AI is changing mathematics. (newscientist.com)
Iran
- Why the U.S. reversed course on Ukrainian drone defense technology. (axios.com)
- The administration loves to use the word ‘war’ except in an actual war. (theatlantic.com)
- Sri Lanka didn’t ask to be involved in the Iran war. (wsj.com)
- War is not entertainment. (thebulwark.com)
Economy
- More signs that the U.S. economy has stopped net creating jobs. (bonddad.blogspot.com)
- No one should be surprised the Iran war is going to create inflation. (ninaeichacker.substack.com)
Earlier on Abnormal Returns
- Research links: excluded variables. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: open conversations. (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
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