Tuesday links: an unconstrained economy
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Strategy
- Living with leverage is difficult, to say the least. (ofdollarsanddata.com)
- Loud does not equal correct. (investing101.substack.com)
- Financial columnists didn’t sign up to be political analysts. (spencerjakab.substack.com)
Warren Buffett
- Some wit and wisdom from Warren Buffet at the 2025 shareholder meeting. (ted-merz.com)
- Five things that made Warren Buffett, Warren Buffett. (marketsentiment.co)
- Jonathan Levin, “In a way, humility was Buffett’s brand.” (advisorperspectives.com)
Companies
- Sketchers ($SKX) is going private. (finance.yahoo.com)
- UPS, FedEx and DHL are seeing a big drop off in shipments from China. (nytimes.com)
- DoorDash ($DASH) is buying Deliveroo. (semafor.com)
AI
- The AI jobs crisis is already here. (bloodinthemachine.com)
- Jensen Huang on how AI is boosting San Francisco. (sherwood.news)
- Derek Thompson talks with David Deming, an economist at Harvard, about AI and the future of work. (podcasts.apple.com)
Fund management
- How Morningstar ($MORN) plans to rate semi-liquid funds differently. (fa-mag.com)
- Why the most popular fund types end up underperforming. (morningstar.com)
Global
- International founders are re-thinking coming to the U.S. (newcomer.co)
- China is working hard to change how people think about the country, i.e. Sinofuturism. (noahpinion.blog)
- What’s the story behind South Korea’s fertility crisis? (conversableeconomist.com)
Economy
- Consumers seem to be front-running tariffs. (bonddad.blogspot.com)
- Checking in on the state of traditional recession indicators. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: as good as gold. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: remaining flexible. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be! (abnormalreturns.com)
Mixed media
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