Wednesday links: institutional forgetting
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
Companies
- Retailers have only so much margin to sacrifice to tariffs. (nytimes.com)
- Some additional tariff math. (axios.com)
AI
- OpenAI is buying Jony Ive’s AI startup. (theverge.com)
- Google ($GOOGL) has a big AI lever to pull – Chrome. (spyglass.org)
- What does CoreWeave ($CRWV) actually do? (sherwood.news)
- AI is already changing work, but AGI is not near. (calnewport.com)
- AI makes assumptions about you, which are sometimes wrong. (theatlantic.com)
Streaming
- ESPN is the last big streaming domino to fall. (johnwallstreet.com)
- Why now is the time for ESPN to launch a subscription service. (hollywoodreporter.com)
- Streaming services have trained customers to churn their subscriptions. (wsj.com)
- Some 46% of streaming subscribers use ad-supported plans. (theverge.com)
Economy
- The bond market is not having it. (bonddad.blogspot.com)
- Rising Treasury yields hold all kinds of risks. (paulkrugman.substack.com)
- What happens to the budget (and yields) if we have a recession? (axios.com)
- The proposed budget does little to address entitlement spending. (bloomberg.com)
Earlier on Abnormal Returns
- Personal finance links: a financial buffer. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: unwieldy and inefficient. (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.
