Tuesday links: capricious moves
Tadas Viskanta
Abnormal Returns
23 hours ago
2 MIN READ
Strategy
- Why you can’t simply push reset on your portfolio. (fortunesandfrictions.com)
- Not surprisingly, there is a link between problem gambling and trading. (klementoninvesting.substack.com)
Finance
- How can a private loan go from 100 cents on the dollar to 0 in a few short week? (links.message.bloomberg.com)
- Change is coming to the credit card space, as retailers can now reject certain cards. (wsj.com)
- The new JP Morgan Chase ($JPM) HQ building is a reflection of its chairman Jamie Dimon. (bloomberg.com)
AI
- How quickly should AI-related capex get depreciated? (sherwood.news)
- On the backup in Oracle ($ORCL) CDS. (mojo3324106.substack.com)
- OpenAI acts more like Meta or Google than a startup. (theatlantic.com)
Global
- Europe needs to focus more on growth. (marginalrevolution.com)
- Japan is teeming with tourists, but it’s not evenly distributed. (wsj.com)
Economy
- Four shocks to the U.S. economy, three of which are not tariff-related. (bonddad.blogspot.com)
- Bill McBride, “The key to preventing a financial crisis is to keep the non-regulated (or poorly regulated) areas of finance out of the financial system.” (calculatedriskblog.com)
- Avoiding a recession may cause other problems. (economist.com)
Earlier on Abnormal Returns
- Research links: emotional decoupling. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: optimizing your landing page. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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