Tuesday links: imperfect foresight
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Strategy
- Market timing involves a prediction about market direction. (behaviouralinvestment.com)
- Lost decades are rarer than you think. Most people invest right through them anyway. (ofdollarsanddata.com)
Crypto
- Another company is joining the Bitcoin Treasury game. (theblock.co)
- The administration and crypto industry are now in lockstep. (theatlantic.com)
Finance
- Novo Nordisk ($NVO) has attracted an activist investor. (ft.com)
- Octaura has developed a syndicated loan platform and just raised a new round of capital. (news.crunchbase.com)
Fund management
- Moody’s ($MCO) is warning about PE’s push into retail. (wsj.com)
- What it’s like when a real estate fund throws up the redemption gates. (wsj.com)
Apple
- At WWDC Apple ($AAPL) didn’t addressing the elephant in the room. (spyglass.org)
- Apple ($AAPL) is focusing on things Apple does well. (stratechery.com)
- Apple ($AAPL) is still pushing intelligence through its products. (sixcolors.com)
Jobs
- Hiring may be weaker than it seems on the surface. (businessinsider.com)
- Layoffs increasingly happen by e-mail or video. (ft.com)
- The class of 2025 is up against it, jobs-wise. (cnn.com)
- Entry level workers are not feeling it. (axios.com)
Economy
- Recession indicators are not flashing red. (calculatedriskblog.com)
- The deficit is still deficiting. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: selling soothing balms. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: widespread anxiety. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Disney ($DIS) now controls Hulu. (variety.com)
- Warner Bros Discovery ($WBD) is splitting into two companies. (hollywoodreporter.com)
- News sites are getting crushed as Google downgrades links in favor of AI summaries. (wsj.com)
- The Smartless crew is starting a new mobile carrier. (hollywoodreporter.com)
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