Monday links: speculating on a bubble
Tadas Viskanta
Abnormal Returns
13 hours ago
2 MIN READ
Strategy
- Investor behavior matters a lot when it comes to investing in ‘oddball funds.’ (morningstar.com)
- Bubbles are only obvious in hindsight. (ritholtz.com)
Crypto
- How the Trump family fortune has been affected by the crypto downturn. (bloomberg.com)
- The Grayscale Dogecoin Trust ETF ($GDOG) is now live. (theblock.co)
Pharma
- Moderna ($MRNA) is the most shorted stock in the S&P 500. (ft.com)
- A big Novo Nordisk ($NVO) trial shows no benefit of GLP-1 agonist use in slowing the progression of Alzheimer’s disease. (biopharmadive.com)
AI
- How Alibaba ($BABA) came to embrace AI. (cnbc.com)
- Fred Vogelstein, “Whether we’re looking at the railroad construction bubble in the US 150 years ago or the internet bubble 25 years ago, investors touting the wisdom of “get big fast” have often been endemic to technology revolutions.” (crazystupidtech.com)
- How AI could cause a big skills mismatch. (bloomberg.com)
Finance
- What can we learn from the Blue Owl situation? (morningstar.com)
- How Byron Trott became an advisor to so many wealthy American families. (cnbc.com)
- Why celebrities are jumping into the precious metals game. (wsj.com)
- Digital bank Revolut just garnered a $75 billion valuation. (pitchbook.com)
Economy
- Two things keeping the U.S. out of recession. (bonddad.blogspot.com)
- What’s driving inflation at present? (apolloacademy.com)
Earlier on Abnormal Returns
- Adviser links: improving the odds. (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)
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