Friday links: performance-chasing behavior
StrategyIs the U.S. stock market now just a big bet on AI? (marginalrevolution.com)The problem with diversification: the worst performing asset classes bounce back when you least expect it. (rcmalternatives.com)Pundits love to cite rising national debt as a harbinger of doom. (awealthofcommonsense.com)What to look for in a market bubble. (wsj.com)FinanceThis ETF issuer just launched 34 funds in a single day. (etf.com)Are AI traders going to take over markets? (paulkedrosky.com)Rare Earth Americas ($REA) just went public. (semafor.com)AIThe circular AI economy is only getting more circular. (morningstar.com)The combined free cash flow of the four “hyperscalers” — Amazon, Alphabet, Microsoft and Meta has largely disappeared. (ft.com)It's hard to argue that Meta's ($META) products are getting better over time. (futurism.com)College sportsThe NCAA 'fixes' what isn't broken: March Madness. (npr.org)Colleges are increasingly trying to fire coaches 'for cause.' (nytimes.com)My Jumbotron is b
Strategy
- Is the U.S. stock market now just a big bet on AI? (marginalrevolution.com)
- The problem with diversification: the worst performing asset classes bounce back when you least expect it. (rcmalternatives.com)
- Pundits love to cite rising national debt as a harbinger of doom. (awealthofcommonsense.com)
- What to look for in a market bubble. (wsj.com)
Finance
- This ETF issuer just launched 34 funds in a single day. (etf.com)
- Are AI traders going to take over markets? (paulkedrosky.com)
- Rare Earth Americas ($REA) just went public. (semafor.com)
AI
- The circular AI economy is only getting more circular. (morningstar.com)
- The combined free cash flow of the four “hyperscalers” — Amazon, Alphabet, Microsoft and Meta has largely disappeared. (ft.com)
- It's hard to argue that Meta's ($META) products are getting better over time. (futurism.com)
College sports
- The NCAA 'fixes' what isn't broken: March Madness. (npr.org)
- Colleges are increasingly trying to fire coaches 'for cause.' (nytimes.com)
- My Jumbotron is bigger than yours... (frontofficesports.com)
Russia
- Why Russia’s Victory Day parade is getting scaled down this year. (cnn.com)
- Is a legitimate opposition figure emerging in Russia? (thebulwark.com)
- What is Putin's plan? (newyorker.com)
Economy
- April was the second good jobs report in a row. (bonddad.blogspot.com)
- Men, young and old, are dropping out of the work force. (wapo.st)
- 10% Section 122 tariffs have been struck down. (axios.com)
- A closer look at weakening farmer sentiment. (econbrowser.com)
- Consumer sentiment is at a new low. (econbrowser.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: disruption and scale. (abnormalreturns.com)
- Don’t confuse something scarce for a novel asset class. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Shipping code isn't the problem for companies. It's cultural coherence. (thetypicalset.com)
- Five key insights from "The Future of Work Is Grey: The Untapped Value of Age in the Workforce" by Dan Pontefract. (nextbigideaclub.com)
- Gilded Age titans seem to have been more generous than today's bilionaires. (awealthofcommonsense.com)
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