Monday links: AI assumptions
Tadas Viskanta
Abnormal Returns
15 hours ago
2 MIN READ
Markets
- Weed stock came in with a lot of hype, but have been a disaster. (trendlabs.com)
- New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com)
Finance
- Why the cashtag (still) matters for consumers of financial content. (howardlindzon.com)
- Another sign that hedge fund trader recruitment is off the rails. (bloomberg.com)
Secondary stakes
- Will the FASB revisit its rules on valuing secondary stakes in private funds? (institutionalinvestor.com)
- How long can the ‘NAV squeezing’ cycle continue? (thealtview.substack.com)
Private assets
- An example of how a BDC handled a non-performing loan. (roddubitsky.substack.com)
- Why private credit isn’t a systematic risk. (morningstar.com)
Ukraine
- Ukraine has given up seeking assistance from a Trump-led U.S. (theatlantic.com)
- Ground drones now do the work of soldiers on the front lines of Ukraine. (nytimes.com)
- How Ukraine is able to strike so deeply into Russia. (giftarticle.ft.com)
- Ukraine’s drone progress is stunning. (thebulwark.com)
Economy
- The tariff refund portal is up. (semafor.com)
- Companies are saying the economy is resilient. (thetranscript.substack.com)
- Oil product shortfalls are already happening. (axios.com)
- On the costs of extended disruptions in the Strait of Hormuz. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Adviser links: shadow advisers. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks 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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