Monday Links: Changed Plans

markets

• Callie Cox, “The success of your portfolio depends on your behavior during wild panics.” (optimisticallie.com)
• How high did the VIX go last week? (ft.com)

Mediate

• Why should Apple ($AAPL). buy warner bros. Discovery ($WBD). (spyglass.org)
• Disney ($DIS) isn’t done investing in parks. (wsj.com)
• Matt Belloni talks to Rich Greenfield about TV’s linear crisis. (theringer.com)

Economy

• The Fed is unlikely to have an impact on the housing market until 2025. (bloomberg.com)
• The deficit hawks have been wrong for a while. (ritholtz.com)

Earlier, about Abnormal Returns

• Advisor Links: Money Spent. (abnormalreturns.com)
• What you missed at our Sunday linkfest. (abnormalreturns.com)
• Top clicks last week on the site. (abnormalreturns.com)
• Are you a financial advisor looking for out-of-the-box thinking? Then check out our weekly email newsletter. (newsletter.abnormalreturns.com)

Mixed medium

• Anduril is the leading company among the new wave of technology-focused defense startups. (wsj.com)
• Higher interest rates have given Tether money to burn. (wired.com)
• About the harms of mobile sports gambling. (slowboring.com)