Skip to content

Friday links: constant reinvention

Chimera readability score 62 out of 100, Academic reading level.

Quote of the Day
"The truly remarkable thing about this country is its ingenious ability—through elections, immigration, freedom of speech, and economic mobility—to constantly remake itself."
(Eric Berger)
Chart of the Day
How investing alongside with the Trump family has worked out. (chart via YCharts)
Finance
- Blackstone ($BX) backed Jersey Mike's has filed to go public. (restaurantdive.com)
- The art market is increasingly financialized. (humbledollar.com)
Private credit
- Blue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com)
- Why an ever growing redemption queue at private credit funds is untenable. (pitchbook.com)
Companies
- Even Apple ($AAPL) can't sidestep rising memory prices. (theatlantic.com)
- Kroger ($KR) is buying supermarket chain Giant Eagle. (cnbc.com)
- Lucky Strike ($LUCK) is trying to reinvent bowling. Not everyone is happy about it. (wsj.com)
Media
- A look at The Onion's plan to relaunch InfoWars. (chicago.suntimes.com)
- When suing media organizations becomes an income stream. (newrepublic.com)
- Data on how much the typical newsletter charges. (pressgazette.co.uk)
Russia
- Ukraine can now strike freely within Russia. (axios.com)
- Gas lines are now commonplace throughout Russia. (nytimes.com)
- Russia's race to build a Starlink rival is stuck in neutral. (bloomberg.com)
America
- A deep dive into America in 1926. (derekthompson.org)
- Every 50 years or so American democracy looks tattered. (danieldrezner.substack.com)
- Americans still overwhelmingly believe immigration is a positive. (noahpinion.blog)
- What if the colonies and the crown had reconciled in 1776? (thebulwark.com)
Economy
- What's behind the drop in the labor force participation rate? (employamerica.org)
- There is little sign of a manufacturing renaissance in the jobs data. (newsletter.platypuseconomics.com)
- What happens when labor share of GDP keeps falling? (mrzepczynski.blogspot.com)
- A look at the U.S. economy half way through 2026. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: instant fakes. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor or in the wealth management business? Sign up for our exclusive, weekly Talking Wealth newsletter. (talkingwealthpod.com)

Sentinel — Human

Confidence

The text is highly fragmented and curated, suggesting a structured source like a newsletter or linked feed. While it lacks narrative flow, the specific juxtaposition of diverse, high-level topics points toward human editorial selection.

Signals Detected
low severity: High variance in sentence structure and tone between quoted material (Berger) and linked headlines.
medium severity: Extreme thematic fragmentation; the content shifts abruptly across finance, history, geopolitical events, and social commentary without a unifying narrative voice.
low severity: The list functions as a collection of highly specific, seemingly unrelated topics, suggesting a feed aggregation or an algorithmic selection rather than a naturally flowing human editorial piece.
low severity: No explicit claims are made regarding specific data points, only titles and references. The risk lies in the curated link structure, which is highly structured but doesn't inherently involve fabricating the content of the links themselves.
Human Indicators
The inclusion of complex, nuanced philosophical quotes (Berger) alongside specific financial and geopolitical data points suggests human curation intent beyond simple pattern replication.
The disparate nature of the topics indicates a personalized or domain-specific feed rather than generic LLM output.