Friday links: assessing your risk appetite
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
ETFs
- Michael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com)
- More than half of new ETF launches in 2026 are single stock. (ft.com)
- Eric Balchunas and Joel Weber speak with James Seyffart and Baird Strategas ETF strategist Todd Sohn about the fears around leveraged ETs. (bloomberg.com)
Finance
- Buckle up. The SpaceX ($SPCX) IPO lockups are coming off. (morningstar.com)
- Florida’s property insurance crisis seems to be easing. (insurancejournal.com)
- Software stands out as an issue for private credit funds. (morningstar.com)
Apple
- Apple’s ($AAPL) ad experience sucks. (daringfireball.net)
- Joe Weisenthal and Tracy Alloway talk with Marc Gurman about what Apple ($AAPL) has coming down the pike. (podcasts.apple.com)
- Google ($GOOGL) owns roughly a 6% stake in SpaceX ($SPCX). (wsj.com)
- A look at the business of Google ($GOOGL) Cloud. (tomtunguz.com)
OpenAI
- ChatGPT Health is now live. (techcrunch.com)
- What would it take to make OpenAI profitable? (thefinancequotient.substack.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Sports business
- Harbinger Sports Partners has purchased a stake in the A’s. (frontofficesports.com)
- What MLS needs to do to up its global standing. (johnwallstreet.com)
- The PGA is picking up the pieces from LIV Golf. (sports.yahoo.com)
- What NFL team will be sold next? (frontofficesports.com)
Ukraine
- U.S. defense contractors are licensing Ukrainian drone technologies. (wsj.com)
- What’s happening with Ukraine’s military leadership? (npr.org)
- Ukraine is now dropping drones off with other drones. (arstechnica.com)
Tariffs
- The administration has reimposed tariffs on our major trading partners. (cnbc.com)
- Nobody actually believes their is a basis for these tariffs. (ritholtz.com)
- Why these tariffs are worse than before. (newsletter.platypuseconomics.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: knowing stuff. (abnormalreturns.com)
Mixed media
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