Wednesday links: highly skewed information
Private assetsJP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com)The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com)Why the investment industry is hell-bent on pushing alternative assets into TDFs and individual invesrtor portfolios. (thealtview.substack.com)Asset managers are now trying to push private assets on European individual investors. (ft.com)IndicesWhy Nasdaq ($NDAQ) is planning to cave to Elon. (keubiko.substack.com)What happened to the Wilshire Indices business? (ft.com)AIOpenAI is rapidly bundling and unbundling features. (spyglass.org)Can AI predict human behavior better than humans? (wsj.com)How LLMs could change public discourse. (conspicuouscognition.com)AppleThe MacBook Neo is a real Mac. (sixcolors.com)The MacBook Neo is 'enough' for the vast majority of people. (om.co)John Gruber, "The Neo is a mass-market device that was conceived of, designed, and engineered to expand the Mac user base to
Private assets
- JP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com)
- The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com)
- Why the investment industry is hell-bent on pushing alternative assets into TDFs and individual invesrtor portfolios. (thealtview.substack.com)
- Asset managers are now trying to push private assets on European individual investors. (ft.com)
Indices
- Why Nasdaq ($NDAQ) is planning to cave to Elon. (keubiko.substack.com)
- What happened to the Wilshire Indices business? (ft.com)
AI
- OpenAI is rapidly bundling and unbundling features. (spyglass.org)
- Can AI predict human behavior better than humans? (wsj.com)
- How LLMs could change public discourse. (conspicuouscognition.com)
Apple
- The MacBook Neo is a real Mac. (sixcolors.com)
- The MacBook Neo is 'enough' for the vast majority of people. (om.co)
- John Gruber, "The Neo is a mass-market device that was conceived of, designed, and engineered to expand the Mac user base to a larger audience." (daringfireball.net)
Defense
- Remember Signalgate? A year later no one has been punished. (theatlantic.com)
- The Pentagon has dramatically cut back the office tasked with avoiding civilian casualties. (propublica.org)
- In any other administration this would be a major scandal. (wsj.com)
Immigration
- Why are Kiwis emigrating in record numbers? (edition.cnn.com)
- An example of how a sudden immigration stop affected the South Korean economy. (nber.org)
Economy
- The February 2026 CPI report was the last before the Iran war. (propublica.org)
- War makes the Fed's job harder. (capitalspectator.com)
- What the Challenger Layoff Tracker actually measures. (besttrousers.substack.com)
- Adam Ozimek, "Our willingness to pay for the human touch does not mean that AI will not be disruptive to the labor market." (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: addressing both things. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: excluded variables. (abnormalreturns.com)
- The 2026 UBS Global Investment Yearbook is here! (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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