Monday links: a deep appreciation
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
Markets
- The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com)
- Crazy markets can always get crazier. (awealthofcommonsense.com)
Private assets
- KKR & Co. is injecting $300 million into a private credit fund it manages, FS KKR Capital Corp. ($FSK). (fa-mag.com)
- Why credit skill matter for private credit managers. (larryswedroe.substack.com)
IPOs
- AI chipmaker Cerebras is coming public this week. (cnbc.com)
- PE-backed Inspire Brands, home of Dunkin’ Donuts, is coming public. (sherwood.news)
- Scooter company Lime is planning to go public. (pitchbook.com)
- Barnes & Noble is also prepping an IPO. (wsj.com)
- Wise Group PLC ($WSE) is now (dual) listed on the Nasdaq. (bloomberg.com)
- What happens to Tesla ($TSLA) stock when SpaceX goes public? (sherwood.news)
AI
- OpenAI employees got a chance to cash out some of their shares. (wsj.com)
- Don’t confuse tasks with jobs. QR codes didn’t kill the server. (sophiebakalar.substack.com)
- How to regulate AI before it is too late. (hyperdimensional.co)
Global
- The rest of the world is grappling with the risk of being dependent on American tech companies. (ft.com)
- Unpredictable and unreliable are two different things. (theatlantic.com)
- Why Russia is struggling in Ukraine. (noahpinion.blog)
Economy
- Why aren’t oil prices already higher? (ft.com)
- American youth are pessimistic about their job prospects. (axios.com)
- Health care is driving jobs growth in California, and a lot other states. (agglomerations.eig.org)
- The U.S. housing market has found some sort of equilibrium. (bonddad.blogspot.com)
- The personal savings rate is falling. (axios.com)
Earlier on Abnormal Returns
- Adviser links: a great advisory firm. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What you missed last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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