Tuesday links: radical uncertainty
MarketsDuring periods of market stress rumors have the power to move markets. (sherwood.news)How long does it take for the stock market to recover? (ofdollarsanddata.com)Basis tradeWhat is the basis trade? (apolloacademy.com)Why the basis trade is so important to Treasury market liquidity. (ft.com)StrategyHow strategy diversification helps you hold on through tough times. (awealthofcommonsense.com)To buy the dip you have to assume we are in the same market regime. (morningstar.com)Why bear market decision making is so bad. (behaviouralinvestment.com)CryptoIt's hard to argue Bitcoin is special any more. (theverge.com)It's a good thing there's no fraud in crypto. The DOJ's National Cryptocurrency Enforcement Team has been disbanded. (msn.com)Ripple has agreed to buy prime brokerage firm Hidden Road for $1.25 billion. (cnbc.com)AITariffs are not great for the business of AI. (axios.com)The future of work is 'cybernetic teammates.' (forklightning.substack.com)What happens when you come to rely on AI. (wsj.com)Biomedical researchTreatment delays are now happening at the NIH Clinical Center. (msn.com)What we lose if researchers choose to leave (or never come to) the United States. (nature.com)We won't see the impact of cuts to biomedical research for years. (paulkrugman.substack.com)You can't turn research labs on and off. (statnews.com)TariffsWhy tariffs are bad for the economy. (disciplinefunds.com)Alex Tabarrok, "Ensuring a robust manufacturing sector depends on sound domestic policies, innovation, and workforce development, rather than trying to devalue the currency or curtail trade." (marginalrevolution.com)Tariffs alone won't bring manufacturing back to the U.S. (spyglass.org)History tells even temporary shocks can have long lasting effects. (marketsentiment.co)How reduced trade volume could affect ports and surrounding areas. (wsj.com)On the case for epistemic humility. (scottsumner.substack.com)Earlier on Abnormal ReturnsResearch links: index volatility. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: in times like these. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaAI powered Google search sends a lot less traffic to publishers. (bloomberg.com)X is benefiting from being a government news organ. (nytimes.com)Is your e-mail company trying to co-opt your audience? (journalistspaythemselves.com)What was Quartz? (zachseward.com)
Markets
- During periods of market stress rumors have the power to move markets. (sherwood.news)
- How long does it take for the stock market to recover? (ofdollarsanddata.com)
Basis trade
- What is the basis trade? (apolloacademy.com)
- Why the basis trade is so important to Treasury market liquidity. (ft.com)
Strategy
- How strategy diversification helps you hold on through tough times. (awealthofcommonsense.com)
- To buy the dip you have to assume we are in the same market regime. (morningstar.com)
- Why bear market decision making is so bad. (behaviouralinvestment.com)
Crypto
- It's hard to argue Bitcoin is special any more. (theverge.com)
- It's a good thing there's no fraud in crypto. The DOJ's National Cryptocurrency Enforcement Team has been disbanded. (msn.com)
- Ripple has agreed to buy prime brokerage firm Hidden Road for $1.25 billion. (cnbc.com)
AI
- Tariffs are not great for the business of AI. (axios.com)
- The future of work is 'cybernetic teammates.' (forklightning.substack.com)
- What happens when you come to rely on AI. (wsj.com)
Biomedical research
- Treatment delays are now happening at the NIH Clinical Center. (msn.com)
- What we lose if researchers choose to leave (or never come to) the United States. (nature.com)
- We won't see the impact of cuts to biomedical research for years. (paulkrugman.substack.com)
- You can't turn research labs on and off. (statnews.com)
Tariffs
- Why tariffs are bad for the economy. (disciplinefunds.com)
- Alex Tabarrok, "Ensuring a robust manufacturing sector depends on sound domestic policies, innovation, and workforce development, rather than trying to devalue the currency or curtail trade." (marginalrevolution.com)
- Tariffs alone won't bring manufacturing back to the U.S. (spyglass.org)
- History tells even temporary shocks can have long lasting effects. (marketsentiment.co)
- How reduced trade volume could affect ports and surrounding areas. (wsj.com)
- On the case for epistemic humility. (scottsumner.substack.com)
Earlier on Abnormal Returns
- Research links: index volatility. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: in times like these. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
