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Friday links: uninterrupted straight lines

Abnormal Returns

humbledollar.com) Companies Reddit ($RDDT) thinks keeping its data in house, is more valuable than licensing it. electrek.co) Economy We're closer to a recession than we have been in awhile. (ft.com) Finance Private lenders are beefing up their internal restructuring teams. wsj.com) Angel investing ain't easy.

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Sunday links: policy blunders

Abnormal Returns

wsj.com) Revolut now has a UK banking license. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. wsj.com) Chuck Royce, founder of Royce Funds, is retiring.

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Friday links: a missed window

Abnormal Returns

(spyglass.org) Ohio became the fifth US state to accept driver’s licenses and official state IDs in the iPhone’s Apple Wallet app. newscientist.com) Economy The July NFP showed a 4.3% engadget.com) GLP-1s Eli Lilly's ($LLY) weight loss drug shortage could end soon. unemployment rate.

License 274
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Friday links: bearish events

Abnormal Returns

washingtonpost.com) Streaming Why production companies are freely licensing content to streamers. entertainmentstrategyguy.com) Economy A soft landing is now consensus. (theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. variety.com) Why every cable outlet is running reruns.

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Sunday links: the myth of work life balance

Abnormal Returns

(smithsonianmag.com) Policy research Do we really want people to lose their licenses, and jobs, because they have unpaid debts? nber.org) Economy Why the odds of a June rate cut are falling. clevelandfed.org) What the data says about domestic violence during Covid-19 lockdowns. papers.ssrn.com) Why do people stay poor?

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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022.

Ethics 243
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10 Friday AM Reads

The Big Picture

All of the confusion results from turning the economy off and back on again. After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. Things are very weird right now. Contradictions abound. Everything.

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