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Tuesday links: the idea of escape

Abnormal Returns

cnbc.com) Finance Citadel and Jane Street are pushing deeper into electronic bond trading. ft.com) Economy These lagged effects are keeping inflation higher than expected. (basehitinvesting.substack.com) Disney ($DIS) says it has generated a profit on the Disney+ and Hulu streaming services.

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Friday links: scary headlines

Abnormal Returns

techcrunch.com) Bond trading in Europe is increasingly going electronic. ft.com) Economy The October NFP report showed a 150k increase in jobs and a 3.9% (sixcolors.com) Open AI has no shortage of competition. bigtechnology.com) Finance Lessons learned from ten years of 'unicorns.' unemployment rate.

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Thursday links: embracing imperfection

Abnormal Returns

barrons.com) Electronic trading of corporate bonds is growing, albeit slowly. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (yahoo.com) Why SpaceX continues to win new launch business. bloomberg.com) Bonds Vanguard is launching new actively managed bond ETFs. take that into consideration."

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Longform links: the beef industry

Abnormal Returns

(wsj.com) Medicine Cezary Podkul, "Insurers now routinely require doctors to kick back as much as 5% if they want to be paid electronically." nytimes.com) The global economy looks a lot different than it did pre-pandemic. propublica.org) How do bad doctors stay on the job for so long after issues are identified? is well under way.

Medicine 244
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At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

The Big Picture

You couldn’t get computer chips, so you couldn’t make the electronic seat so they couldn’t make the car. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Now, in the 2020s, we have a primarily fiscally driven economy, or at least post pandemic.

Economy 162
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Stocks to Watch in These Emerging Sectors for the Next 5 Years

Trade Brains

Electronic Manufacturing Services (EMS) completes this promising quartet with its crucial role in tech production. Meanwhile, Eco Recycling Limited (Ecoreco) focuses on electronic waste management and has shown promising growth. Meanwhile, Syrma SGS Technology excels in high-margin electronic products and design services.

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10 Monday AM Reads

The Big Picture

My back from vacay morning reads: • Pandemic Start-Ups Are Thriving, and Helping to Fuel the Economy : A record surge in new businesses has helped drive job growth, and could have longer-term benefits. ( New York Times ) • Fidelity: Twitter is worth 80% less than 2 years ago when Elon Musk bought it.