Bonds
- Bond market volatility is muted. (mrzepczynski.blogspot.com)
- Ezra Klein talks with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.", about the bond market. (podcasts.apple.com)
Speculation
- Speculators have always existed, how they trade has changed. (wsj.com)
- G. Elliott Morris talks with Rajiv Sethi about how prediction markets work. (gelliottmorris.com)
Gambling
- MLB players are increasing being targeted by disgruntled gamblers. (nytimes.com)
- How one gambling addict relapsed after discovering Kalshi. (bloomberg.com)
Finance
- Zero-coupon convertible bonds are all the rage these days. (ft.com)
- What a combined Victory Capital-First Eagle will look like. (morningstar.com)
- On the many flavors of semi-liquid alternatives funds. (pitchbook.com)
Pharma
- Revolution Medicines’ ($RVMD) drug Rasonque was approved to treat pancreatic cancer. (wsj.com)
- Eli Lilly's ($LLY) retatrutide isn't even on the market yet, but knocks are already for sale. (axios.com)
- How cancer treatments could change if the Moderna-Merck results hold up. (barrons.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Food
- Why its so hard to avoid Taylor Farms. (cnbc.com)
- The cyclospora outbreak is hitting overall veggie sales. (fooddive.com)
- What IS safe to eat these days? (theringer.com)
Commodities
- Why wheat prices are at a three-year high. (semafor.com)
- Why timber prices are falling in the American South. (wsj.com)
- A look at dwindling America's strategic petroleum reserves. (nytimes.com)
Ukraine
- As important as Ukraine's drones are, it's software may be more impactful. (nytimes.com)
- What U.S. medics are learning from Ukraine's experiences. (businessinsider.com)
- How tanks became obsolete because of drones. (nytimes.com)
Economy
- Why is the PCE outpacing CPI of late? (newsletter.mikekonczal.com)
- Corporate profits as a share of national income hit a record high. (ft.com)
- Just how much is AI driving higher productivity? (agglomerations.eig.org)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: entertaining the reader. (abnormalreturns.com)