Friday links: enthusiastic allocations
Tadas Viskanta
Abnormal Returns
15 hours ago
2 MIN READ
Private assets
- Investors are sleepwalking their way into private equity and credit exposure. (lt3000.blogspot.com)
- What daily NAVs would mean for the industry. (citywire.com)
- Morningstar ($MORN) is launching indexes of evergreen private market funds. (wealthmanagement.com)
Finance
- Are active ETF clones helping asset management firms maintain AUM? (morningstar.com)
- A lesson on what NOT to do if you are the executive of a public company. (linkedin.com)
Prediction markets
- Prediction markets are an end run around state laws prohibiting betting on sports. (theblock.co)
- Google Finance is adding prediction market price data. (theblock.co)
- Does Polymarket have a wash trading problem? (papers.ssrn.com)
Ukraine
- A lot of war in Ukraine is happening behind the front lines. (wsj.com)
- Russia hasn’t stopped engaging in cyber warfare against Ukraine. (arstechnica.com)
- Russia is advertising Ukrainian children for adoption. (hntrbrk.com)
Tariffs
- What happens if the Supreme Court rules against tariffs? (thebulwark.com)
- A ruling against the administration wouldn’t be the end of tariffs. (paulkrugman.substack.com)
- Has the stock market been anticipating a result against the tariffs? (ritholtz.com)
Immigration
- ICE is putting pressure on the construction industry. (npr.org)
- A high price for work visas could backfire. (timharford.com)
Earlier on Abnormal Returns
- Podcast links: the future of sports talk. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Longform links: a quasi-spiritual element. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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