Wednesday links: fractured stories
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Strategy
- Brett Steenbarger, “One of the most difficult forms of trading discipline can be the discipline to not trade.” (traderfeed.blogspot.com)
- On the importance of avoiding stupid investing mistakes. (safalniveshak.com)
Crypto
- On the odds of altcoin ETFs coming to market this Summer. (sherwood.news)
- The Bitcoin Treasury strategy is spreading. (wsj.com)
Cable networks
- Why the Warner Bros. Discovery merger ($WBD) was doomed from the start. (semafor.com)
- The cable company spinoffs differ when it comes to debt. (hollywoodreporter.com)
- Does anybody really want all these cable network companies? (wsj.com)
AI
- Meta ($META) is acting panicky on AI. (spyglass.org)
- Startups that are building AI specifically to take your job. (nytimes.com)
- OpenAI is pushing hard to get into colleges. (nytimes.com)
- AI models don’t reason. (sherwood.news)
- In the age of AI, good taste matters even more. (theatlantic.com)
Private equity
- The Swensen Model is unraveling. (nytimes.com)
- Private equity has underperformed the S&P 500 over the past decade. (ft.com)
ETFs
- The ETF price war isn’t over. (riabiz.com)
- Ex-China ETFs are coming. Should you care? (morningstar.com)
- Language matters when it comes to investing. (priceactionlab.com)
Tariffs
- How companies react to tariffs. (klementoninvesting.substack.com)
- Tariffs inject uncertainty into the economy. (libertystreeteconomics.newyorkfed.org)
Earlier on Abnormal Returns
- Personal finance link: endings happen. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: selling soothing balms. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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