Tuesday links: radical uncertainty
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- During periods of market stress, rumors have the power to move markets. (sherwood.news)
- How long does it take for the stock market to recover from a bear market? (ofdollarsanddata.com)
Basis trade
- What is the basis trade? (apolloacademy.com)
- Why the basis trade is so integral to Treasury market liquidity. (ft.com)
Strategy
- How strategy diversification helps you hold on through tough times. (awealthofcommonsense.com)
- To buy the dip you have to assume we are in the same market regime as before. (morningstar.com)
- Why bear market decision making is so bad. (behaviouralinvestment.com)
Crypto
- It’s hard to argue Bitcoin is special any more. (theverge.com)
- It’s a good thing there’s no fraud in crypto. The DOJ’s National Cryptocurrency Enforcement Team has been disbanded. (msn.com)
- Ripple has agreed to buy prime brokerage firm Hidden Road for $1.25 billion. (cnbc.com)
AI
- Tariffs are not great for the business of AI. (axios.com)
- The future of work is ‘cybernetic teammates.’ (forklightning.substack.com)
- What happens when you come to rely on AI. (wsj.com)
Biomedical research
- Treatment delays are now happening at the NIH Clinical Center. (msn.com)
- What we lose if researchers choose to leave (or never come to) the United States. (nature.com)
- We won’t see the impact of cuts to biomedical research for years. (paulkrugman.substack.com)
- You can’t turn research labs on and off. (statnews.com)
Tariffs
- Why tariffs are bad for the economy. (disciplinefunds.com)
- Alex Tabarrok, “Ensuring a robust manufacturing sector depends on sound domestic policies, innovation, and workforce development, rather than trying to devalue the currency or curtail trade.” (marginalrevolution.com)
- Tariffs alone won’t bring manufacturing back to the U.S. (spyglass.org)
- History tells even temporary shocks can have long lasting effects. (marketsentiment.co)
- How reduced trade volume could affect ports and surrounding areas. (wsj.com)
- On the case for epistemic humility. (scottsumner.substack.com)
Earlier on Abnormal Returns
- Research links: index volatility. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: in times like these. (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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