Wednesday links: highly skewed information
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Private assets
- JP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com)
- The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com)
- Why the investment industry is hell-bent on pushing alternative assets into TDFs and individual invesrtor portfolios. (thealtview.substack.com)
- Asset managers are now trying to push private assets on European individual investors. (ft.com)
Indices
- Why Nasdaq ($NDAQ) is planning to cave to Elon. (keubiko.substack.com)
- What happened to the Wilshire Indices business? (ft.com)
AI
- OpenAI is rapidly bundling and unbundling features. (spyglass.org)
- Can AI predict human behavior better than humans? (wsj.com)
- How LLMs could change public discourse. (conspicuouscognition.com)
Apple
- The MacBook Neo is a real Mac. (sixcolors.com)
- The MacBook Neo is ‘enough’ for the vast majority of people. (om.co)
- John Gruber, “The Neo is a mass-market device that was conceived of, designed, and engineered to expand the Mac user base to a larger audience.” (daringfireball.net)
Defense
- Remember Signalgate? A year later no one has been punished. (theatlantic.com)
- The Pentagon has dramatically cut back the office tasked with avoiding civilian casualties. (propublica.org)
- In any other administration this would be a major scandal. (wsj.com)
Immigration
- Why are Kiwis emigrating in record numbers? (edition.cnn.com)
- An example of how a sudden immigration stop affected the South Korean economy. (nber.org)
Economy
- The February 2026 CPI report was the last before the Iran war. (propublica.org)
- War makes the Fed’s job harder. (capitalspectator.com)
- What the Challenger Layoff Tracker actually measures. (besttrousers.substack.com)
- Adam Ozimek, “Our willingness to pay for the human touch does not mean that AI will not be disruptive to the labor market.” (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: addressing both things. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: excluded variables. (abnormalreturns.com)
- The 2026 UBS Global Investment Yearbook is here! (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
