Strategy
- How to de-bias your decision making. (mrzepczynski.blogspot.com)
- The financial markets are always uncertain. (behaviouralinvestment.com)
Companies
- How Apple ($AAPL) can keep winning, despite the threat from AI. (stratechery.com)
- A look at the reasons behind Lennar's ($LEN) struggles. (hntrbrk.com)
- Allbirds ($BIRD) is going private. (sherwood.news)
Private assets
- Why alternatives have higher fees. (rpc.cfainstitute.org)
- Blackstone ($BX) wants to sell you a hedge fund. (fa-mag.com)
- Evergreen fund incentive fee disclosure could be better. (pitchbook.com)
Media
- Why video podcasts have devolved into celebrity chat sessions. (garbageday.email)
- Beehiiv is making a podcasting push. (semafor.com)
Economy
- How the oil shock is playing out. (axios.com)
- How oil shocks have historically affected the economy. (econbrowser.com)
- How crude oil makes its way around the globe. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Research links: increasingly exotic signals. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: gifting business interests. (abnormalreturns.com)
- Making peace with your inner critic. (abnormalreturns.com)
- Friction rules the world around us. (abnormalreturns.com)
- A repudiation of its values. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)