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Friday links: systems vs. tactics
StrategyTiming the market requires getting two decision right. (awealthofcommonsense.com)On the benefits of embracing failure. (theatlantic.com)TradingQuestions remain about how all-day stock trading would work. (on.ft.com)Kalshi is moving to make its contracts available more widely. (nytimes.com)AppleServices revenue keeps growing at Apple ($AAPL). (sixcolors.com)AI isn't moving the needle for Apple ($AAPL), sales-wise. (sherwood.news)The Apple ($AAPL) Vision Pro is finding use cases in health care, i.e. surgery. (fastcompany.com)Is Apple ($AAPL) finally going to attack the smart home? (sixcolors.com)AIIs SoftBank going to go all-in on OpenAI? (spyglass.org)DeepSeek teaches us that AI moats may not be that deep after all. (theatlantic.com)Since when is OpenAI care so much about the 'sanctity of propriety data'? (arstechnica.com)EconomyThe American economy is rolling. (apolloacademy.com)The Fed is keeping its head down. (stayathomemacro.substack.com)Taiwan owns a lot of U.S. Treasury bonds. (ft.com)Earlier on Abnormal ReturnsPodcast links: our AI future. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: cultural markers. (abnormalreturns.com)Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaHow our attitudes toward the wealthy have changed. (klementoninvesting.substack.com)How middle age became a thing. (theconversation.com)
Strategy
- Timing the market requires getting two decision right. (awealthofcommonsense.com)
- On the benefits of embracing failure. (theatlantic.com)
Trading
- Questions remain about how all-day stock trading would work. (on.ft.com)
- Kalshi is moving to make its contracts available more widely. (nytimes.com)
Apple
- Services revenue keeps growing at Apple ($AAPL). (sixcolors.com)
- AI isn't moving the needle for Apple ($AAPL), sales-wise. (sherwood.news)
- The Apple ($AAPL) Vision Pro is finding use cases in health care, i.e. surgery. (fastcompany.com)
- Is Apple ($AAPL) finally going to attack the smart home? (sixcolors.com)
AI
- Is SoftBank going to go all-in on OpenAI? (spyglass.org)
- DeepSeek teaches us that AI moats may not be that deep after all. (theatlantic.com)
- Since when is OpenAI care so much about the 'sanctity of propriety data'? (arstechnica.com)
Economy
- The American economy is rolling. (apolloacademy.com)
- The Fed is keeping its head down. (stayathomemacro.substack.com)
- Taiwan owns a lot of U.S. Treasury bonds. (ft.com)
Earlier on Abnormal Returns
- Podcast links: our AI future. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: cultural markers. (abnormalreturns.com)
- Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
