Tuesday links: inherently uncertain
StrategyHow to de-bias your decision making. (mrzepczynski.blogspot.com)The financial markets are always uncertain. (behaviouralinvestment.com)CompaniesHow 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 ($BIRD) is going private. (sherwood.news)Private assetsWhy alternatives have higher fees. (rpc.cfainstitute.org)Blackstone ($BX) wants to sell you a hedge fund. (fa-mag.com)Evergreen fund incentive fee disclosure could be better. (pitchbook.com)MediaWhy video podcasts have devolved into celebrity chat sessions. (garbageday.email)Beehiiv is making a podcasting push. (semafor.com)EconomyHow 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 ReturnsResearch links: increasingly exotic signals. (abnormalreturns.com)What you misse
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)
Mixed media
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