Tuesday links: attached at the hip
MarketsThe stock market rally is broadening out. (trendlabs.com)Stocks are rallying despite poor consumer sentiment. (carsongroup.com)StrategyDifferent stocks have differing durations. (flyoverstocks.com)Why AI-generated investment content is a waste for the writer and consumer. (behaviouralinvestment.com)TradingHow would Jane Street rank, return-wise, against the big hedge funds? (ft.com)Hudson River Trading is cleaning up as well. (ft.com)Private creditHow private credit managers can have different marks for the same loan. (ft.com)When it comes to private credit always read the footnotes. (mispricedassets.substack.com)Video content YouTube is going all out to keep creators in the fold. (nytimes.com)YouTube creators are turning to consultants and strategists to boost their businesses. (cnbc.com)Why video content is seemingly getting homogenized. (garbageday.email)Microdramas are red hot. (techcrunch.com)World CupSome World Cup host cities are now regretting their decision to host. (
Markets
- The stock market rally is broadening out. (trendlabs.com)
- Stocks are rallying despite poor consumer sentiment. (carsongroup.com)
Strategy
- Different stocks have differing durations. (flyoverstocks.com)
- Why AI-generated investment content is a waste for the writer and consumer. (behaviouralinvestment.com)
Trading
- How would Jane Street rank, return-wise, against the big hedge funds? (ft.com)
- Hudson River Trading is cleaning up as well. (ft.com)
Private credit
- How private credit managers can have different marks for the same loan. (ft.com)
- When it comes to private credit always read the footnotes. (mispricedassets.substack.com)
Video content
- YouTube is going all out to keep creators in the fold. (nytimes.com)
- YouTube creators are turning to consultants and strategists to boost their businesses. (cnbc.com)
- Why video content is seemingly getting homogenized. (garbageday.email)
- Microdramas are red hot. (techcrunch.com)
World Cup
- Some World Cup host cities are now regretting their decision to host. (theatlantic.com)
- Kansas City is spending big on transit for the World Cup (nytimes.com)
- Hosting big sporting events is rarely an economic boon. (bloomberg.com)
Economy
- The April CPI came in at 3.8% year-over-year. (bonddad.blogspot.com)
- Higher inflation is going to put a crimp in real wages. (axios.com)
- How higher gasoline prices are showing up in food inflation. (wsj.com)
- How rising gasoline prices affect retail sales. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: biased assumptions. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a great advisory firm. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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