Quote of the Day
"The vibecession isn't just about feeling bad when the data looks good - it's about the gap between policy promises and daily reality."
(Kyla Scanlon)
Chart of the Day
All things considered, the stock market is pretty chill. (chart via YCharts)
Markets
Finance
- Is tokenization the future of asset management? (sherwood.news)
- Goldman Sachs ($GS) is the perfect Trump administration stock. (wsj.com)
Apple
- Can Apple ($AAPL) ever top the iPhone? (spyglass.org)
- Apple's ($AAPL) fiscal 2024 in charts. (sixcolors.com)
- What stuff do people dump into the Notes app? (wsj.com)
Amazon
- Amazon ($AMZN) is launching 'Amazon Haul' to take on Shein and Temu. (cnbc.com)
- Amazon ($AMZN) is going to start selling hair-loss medicines. (barrons.com)
- Amazon ($AMZN) is shutting down Freevee. (hollywoodreporter.com)
Waymo
- Lessons learned from riding 130 hours in a Waymo. (mattbell.us)
- Waymo is now open for business in Los Angeles County. (cnbc.com)
- How Waymo turned a skeptic into a advocate. (newscientist.com)
Economy
- Reshoring has already started. (axios.com)
- Still no meaningful pickup in initial weekly unemployment claims. (calculatedriskblog.com)
- Checking in on instantaneous inflation measures. (econbrowser.com)
- On the prospects for inflation under a Trump administration. (disciplinefunds.com)
Earlier on Abnormal Returns
- Longform links: slow demand growth. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: moving through hardship. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
- Bluesky now has more than 15 million users. (engadget.com)
- Bluesky is the Twitter heir apparent. (spyglass.org)
- Bluesky is the #1 free app in the App Store. (sherwood.news)
- Sports media types are headed to Bluesky. (awfulannouncing.com)
- The Guardian will stop posting on X. (semafor.com)
- How to migrate to Bluesky. (fastcompany.com)







