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Strategy
- April’s stock market move should be a good milepost for investors. (wsj.com)
- Most stocks are not all that great, performance-wise. (theirrelevantinvestor.com)
Finance
- Despite a lot of pushback, Kalshi has made a lot of headway. (fa-mag.com)
- How Robinhood ($HOOD) is positioning itself in prediction markets. (sportico.com)
- Nobody is really looking out for problem sports gamblers. (barrons.com)
Companies
- Another sign that Apple ($AAPL) is losing its luster. (spyglass.org)
- Meet the corporate executives who are outstanding in their ability to garner perks and benefits. (ft.com)
Higher education
- Trump can succeed by scaring foreign students off without actually banning them. (theatlantic.com)
- Global business schools are opening their doors to students shut out of U.S. schools. (ft.com)
- How many international students stick around in the U.S. (agglomerations.substack.com)
- Chinese students make up 25% of international students in the U.S. (wsj.com)
- America needs foreign students. (noahpinion.blog)
AI
- AI layoffs are already here. (qz.com)
- Are we facing a white collar AI bloodbath? (axios.com)
- How AI could affect the economy over the short and long run. (disciplinefunds.com)
DOGE
- What can we say about DOGE’s efforts so far? (cnn.com)
- Now that Elon is out of DOGE, the backbiting has begun. (nytimes.com)
- Congratulations Elon, you helped kill USAID. (nytimes.com)
Economy
- How much risk has crept into the long Treasury bond yield? (econbrowser.com)
- How much did tariff front-running affect spending? (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: life after markets. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: strong privacy. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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