Wednesday links: doing what’s next
1 day ago
2 MIN READ
Finance
- Private equity is increasingly filled with stranded assets. (wsj.com)
- Single stock futures are getting a second life. (rcmalternatives.com)
Autos
- How disappointing are Tesla ($TSLA) Cybertruck sales? (bloomberg.com)
- Costco ($COST) is experimenting with stand alone gas stations. (wsj.com)
- Used EV prices are firming. (axios.com)
Conflicts of interest
- Don Jr.’s 1789 Capital is on a hot streak. (nytimes.com)
- Where has Venezuela’s oil revenue gone? (giftarticle.ft.com)
- Sending a donation to MAGA Inc. is now the go-to move for companies in trouble. (popular.info)
Iran
- Iran retains its capacity to strike beyond its borders with missiles. (wsj.com)
- Now the Red Sea Strait is at risk from the Houthis. (cnbc.com)
- How the closing of the Strait of Hormuz is playing out in oil markets. (apollo.com)
- Why Iran keeps targeting Kuwait. (ft.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Work
- More Americans are dropping out of the work force. (nypost.com)
- A lot of American workers stay on the job for health insurance. (npr.org)
Economy
- Data center construction is crowding out other industrial uses. (wsj.com)
- Reading the Fed is now harder these days. (axios.com)
Earlier on Abnormal Returns
- Personal finance links: buying back time. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: overestimating success. (abnormalreturns.com)
Mixed media
- How Google’ use AI is limiting traffic to independent sites. (nytimes.com)
- Some publishers are considering cutting Google off altogether. (wsj.com)
- Substack has launched a new AI detection tool in partnership with Pangram. (techcrunch.com)
- The Anthropic copyright settlement with authors is final. (arstechnica.com)
- An example of AI killing a old school web site. (stephenfollows.com)
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