Wednesday links: humble investors
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Options
- Are zero-day options helping drive intraday volatility? (cnbc.com)
- Live by the Iron Condor, die by the Iron Condor. (wsj.com)
Strategy
- What has happened after the stock market declines 15%. (awealthofcommonsense.com)
- Should you even try to beat the market? (investmenttalk.co)
- Great investors are humble. (bigthink.com)
Finance
- Private equity firms have paused deals with economic uncertainty so high. (on.ft.com)
- Figma has filed for an IPO. (reuters.com)
- Companies really don’t like to pull their IPOs. (news.crunchbase.com)
Tariffs
- Even a flat 10% tariff would have knock-on effects. (nytimes.com)
- What the administration is getting wrong about China and tariffs. (paulkrugman.substack.com)
- Why China can’t have a truly weakened America. (marginalrevolution.com)
- Bilateral trade numbers can be misleading. (econofact.org)
Taxes
- The Trump administration plans to eliminate the IRS’ Direct File program. (apnews.com)
- Who wins if the IRS is kneecapped? (paulkrugman.substack.com)
- It’s pretty depressing inside the IRS these days. (newyorker.com)
- Modernization efforts at the IRS have ground to a halt. (theatlantic.com)
Law
- The law firms who made deals with Trump are already seeing the goalposts moved. (nytimes.com)
- Law firms that have acquiesced to Trump’s demands are irretrievably compromised. (theatlantic.com)
- These law students are focusing on firms that are resisting the administration. (politico.com)
Economy
- Consumers front ran the tariffs. (bonddad.blogspot.com)
- The cultural indicators that hint at recession. (newyorker.com)
- National homebuilder confidence remains muted. (calculatedriskblog.com)
- Recessions help increase the budget deficit, despite lower rates. (apolloacademy.com)
Earlier on Abnormal Returns
- Personal finance links: a team sport. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: expected value. (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
- Martin Wolf, “Unpredictable despots generate waste, fear and pervasive uncertainty.” (on.ft.com)
- One of the charges in the Declaration of Independence was about the transportation of people by sea to face charges. (noahpinion.blog)
- Speaking truth to power gets you censored these days. (theverge.com)
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