New
Tuesday Links: Capturing Share
Amazon
- UPS ($UPS) is cutting jobs as Amazon ($AMZN) pulls back. (wsj.com)
- Amazon's ($AMZN) Kuiper satellite network still lags SpaceX. (wsj.com)
- Amazon ($AMZN) blinked. (fortune.com)
Companies
- Could Google ($GOOGL) even sell Chrome if they had to? (daringfireball.net)
- Him & Hers ($HIMS) will now offer Novo's ($NVO) WeGovy on its platform. (fastcompany.com)
- AbbVie's ($ABBV) Botox sales are falling. (onveston.substack.com)
Fund management
- It's hard to overstate the impact of Vanguard on the fund management business. (ofdollarsanddata.com)
- Checking in on the controversial SPDR SSGA IG Public & Private Credit ETF ($PRIV). (outerbeachconor.substack.com)
Media
- People around the world want a trustworthy, free press. (pewresearch.org)
- Semafor is an events company with a journalism component. (nymag.com)
- The startup media space is booming. (investing101.substack.com)
Global
- Trump has gotten nothing from Putin on Ukraine. (theatlantic.com)
- Why Mark Carney has no choice in dealing with Trump. (paulkrugman.substack.com)
- Trump has broken these four rules of negotiations. (danieldrezner.substack.com)
Economy
- The March JOLTS report showed a soft landing was still possible. (bonddad.blogspot.com)
- The February Case-Shiller index showed a 3.9% annual increase in home prices. (calculatedrisk.substack.com)
- Tariffs are a slow moving wave. (noahpinion.blog)
Earlier on Abnormal Returns
- Research links: the same Sharpe ratio. (abnormalreturns.com)
- A curated list of the best finance and investment blogs, tools, and webpages broken down by category. (snippet.finance)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a sobering reminder. (abnormalreturns.com)
- Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (newsletter.abnormalreturns.com)
