Wednesday links: private equity rot
Tadas Viskanta
Abnormal Returns
19 hours ago
2 MIN READ
Markets
- It’s hard not to get nervous looking at tech stock returns. (morningstar.com)
- Financial stocks are at an all-time high. (trendlabs.com)
- A closer look at tech sector valuations. (chartkidmatt.com)
Finance
- Liz Hoffman, “AI may be a revolutionary and exciting technology, but its immediate effect has been to put companies in a defensive crouch.” (semafor.com)
- Allocators are turning to smaller PE firms to try to generate some alpha. (ft.com)
- Continuation funds can represent a conflict of interest. (nytimes.com)
Technology
- It’s not just kids addicted to phones, grandparents are now hooked. (theatlantic.com)
- When you give technology, also give the gift of installation. (sixcolors.com)
- Algorithms love regurgitating old stuff. (honest-broker.com)
Global
- Switzerland is increasingly under economic pressure. (ft.com)
- How China built a big weapons export business. (wsj.com)
- Under Trump, Europe is on its own. (politico.com)
Economy
- Still no sign of a meaningful pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- The top 10% represent a growing share of consumer spending. (ft.com)
- Car payments now exceed $750 a month. (wsj.com)
- There’s no recession in the GDP data. (econbrowser.com)
Earlier on Abnormal Returns
- Personal finance links: shrinking footprints. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: defining the long run. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Books
- Barnes & Noble is in growth mode. (nypost.com)
- Paperback books expanded the market instead of cannibalizing it. (calnewport.com)
- 20 books for people in your life including: “Dirtbag Billionaire: How Yvon Chouinard Built Patagonia, Made a Fortune, and Gave It All Away” by David Gelles. (nextbigideaclub.com)
- Bookshop.org’s best-selling non-fiction books of 2025 including: “Everything is Tuberculosis” by John Green. (kottke.org)
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