Friday links: shouting nonsense
Tadas Viskanta
Abnormal Returns
13 hours ago
2 MIN READ
Markets
- Real yields are at multi-decade highs. (axios.com)
- Equities now make up a record percentage of U.S. household wealth. (bloomberg.com)
Finance
- Passive investing killed the mediocre fund manager. (ft.com)
- When it comes to private credit allocations, big banks giveth and can taketh away. (ft.com)
Prediction markets
- Goldman Sachs ($GS) warned employees to limit their betting on prediction markets to sports and entertainment trades. (finance.yahoo.com)
- Polymarket wants to add margin trading. (coindesk.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
SK Hynix
- The SK Hynix was the biggest foreign offering in U.S. history. (finance.yahoo.com)
- What SK Hynix hopes to gain from a U.S. listing. (barrons.com)
SpaceX
- The SpaceX ($SPCX) IPO was a big win for venture capital, but narrowly distributed. (pitchbook.com)
- The historical scale of the SpaceX, OpenAI and Anthropic IPOs is off the charts. (techcrunch.com)
Data centers
- How data centers avoid environmental reviews. (floodlightnews.org)
- Why megascalers may want to locate in Canada. (bnnbloomberg.ca)
- Americans are pretty united in their hatred of data centers. (newrepublic.com)
Netflix
- Netflix ($NFLX) is kind of flailing, strategy-wise. (wsj.com)
- Netflix ($NFLX) viewers aren’t turning into Season 2 of shows. (bloomberg.com)
- Netflix ($NFLX) has an engagement problem. (spyglass.org)
Housing
- The bi-partisan 21st Century ROAD to Housing Act is set to become law. (axios.com)
- The American housing market is stuck in neutral. (bonddad.blogspot.com)
- Americans don’t want to live in old houses. (agglomerations.eig.org)
- China’s property market is still in the red. (apollo.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: expensive promises. (abnormalreturns.com)
Mixed media
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