Wednesday links: an emotional maelstrom
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- People are finally waking up to international stock outperformance. (awealthofcommonsense.com)
- Apple ($AAPL) is trading on its own relative to its peers. (bloomberg.com)
JP Morgan
- JP Morgan Chase ($JPM) keeps opening up new retail locations. (ft.com)
- JP Morgan Chase ($JPM) opened a English style pub in its new HQ buildling. (wsj.com)
Companies
- When it comes to his businesses, Elon Musk is an ‘unreliable narrator.’ (thezvi.substack.com)
- Bayer bought itself a mess when it acquired Monsanto. (axios.com)
- Palantir ($PLTR) CEO Alex Karp spends a lof of time in the air. (ft.com)
Pre-IPO
- Powerlaw Corp. is direct listing a fund with stakes in Anduril, SpaceX, OpenAI and Anthropic. (wealthmanagement.com)
- Robinhood ($HOOD) is lauching a closed-end fund with pre-IPO shares. (investing.com)
AI
- Why big AI IPOs would matter to the market. (om.co)
- Perplexity is dropping advertising. (searchengineland.com)
- How AI flattens language. (theregister.com)
Work
- The office building market recovery is uneven at best. (advisorperspectives.com)
- White-collar workers have never really faced an existential risk like AI. (theatlantic.com)
- Is AI going to kill the office off for good? (blog.andrewyang.com)
Global
- Globally traded goods go through a lot of hands and industries. (mrzepczynski.blogspot.com)
- Why more countries feel like they need their own space launch capabilities. (arstechnica.com)
- Businesses investing in Russia will get what they deserve. (economist.com)
Economy
- Industrial production jumped in January 2026. (bonddad.blogspot.com)
- Don’t tell Kevin Hassett that Americans experience the costs of tariffs. (politico.com)
Earlier on Abnormal Returns
- Personal finance links: the rationality spectrum. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: lower hit rates. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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