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Monday links: the right balance

Abnormal Returns

allfields.substack.com) Economy On the flip side of the national debt debate. economy at this point? thetimes.com) What the last successful magazines know about their customers. (marginalrevolution.com) Why NFL players have not embraced the Guardian Cap. wired.com) There is no solving the physicality inherent in football.

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MiB: Kyla Scanlon on Vibecessions & Gen Z

The Big Picture

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?:

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Longform links: streaming service erasure

Abnormal Returns

noahpinion.blog) How the magazine business died. matthewball.co) Eight Sleep plans to own the 'Sleep Economy.' (readtrung.com) How the U.S. fell behind in the drone business. honest-broker.com) Companies Nine takeaway from six months of the Apple ($AAPL) Vision Pro.

Economy 278
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Surprise! California’s 40 Qs of Rising Minimum Wage & Fast Food Industry Growth (Beating USA)

The Big Picture

Economies are extremely dynamic, ever-changing on a day-to-day basis. I will, however, make a couple of substantive points by way of rebuttal: Correlation is not causation. We should always resist the low hanging fruit claim of x happened, then y happened, ergo x caused y.

Food 306
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10 Sunday Reads

The Big Picture

New York Times Magazine ) How to Lose an Oscar in 10 Days : The star of the years most nominated film torpedoed her chance to win the trophyin audacious fashion. ( New York Times Magazine ) How to Lose an Oscar in 10 Days : The star of the years most nominated film torpedoed her chance to win the trophyin audacious fashion. (

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10 Thursday AM Reads

The Big Picture

The weird contradictions rendering the US economy inexplicable : Thanks to the pandemic and how advanced economies responded to it, we’re in a very strange place indeed. The typical relationships between one signal from the economy and another have diverged in surprising ways. Quanta Magazine ). Bloomberg ). •

Economy 277
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Sunday links: when irrationality takes over

Abnormal Returns

ft.com) Strategy Why you can ignore all the magazine cover commentary. bloomberg.com) Economy Consumer balance sheets are in good shape. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. yield curve has been inverted for a record amount of time. wsj.com) Marriage is a good deal, financially, in the U.S.