Tuesday links: an unconstrained economy
Tadas Viskanta
Abnormal Returns
4 days 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
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
