Monday links: trying to avoid bad news
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Strategy
- The stock market never gives you an all-clear signal. (optimisticallie.com)
- Why the stock market does seemingly paradoxical things. (dariusforoux.com)
Gold
- Why are central banks loading up on gold? (mrzepczynski.blogspot.com)
- The portfolio case for gold. (deshaw.com)
Finance
- Robinhood ($HOOD) wants to launch a public fund for retail investors that invests in private companies. (theblock.co)
- Polymarket is now the official prediction market partner for StockTwits. (finance.yahoo.com)
- Lehman Bros. went bankrupt 17 years ago today. (ft.com)
AI
- Vlad Tenev, “In the same way that every company became a technology company, I think that every company will become an AI company.” (fortune.com)
- A look at Meta’s ($META) AI borrowing binge. (permanentequity.com)
- AI is in the low part of the J-curve. (axios.com)
Venture capital
- If Masayoshi Son is a contrarian indicator, look out. (bloomberg.com)
- Nvidia ($NVDA) is investing a lot in startups. (news.crunchbase.com)
- Legal AI startup, Harvey, was recently valued at $5 billion. (ft.com)
ETFs
- The three biggest ETFs in the U.S. all track the S&P 500. (etf.com)
- What is going on with the flows into and out of ARK Innovation Fund ($ARKK)? (ft.com)
- The crazy math behind the YieldMax COIN Option Income Strategy ETF ($CONY). (jeffreyptak.substack.com)
China
- The China paradox: it is both the largest source of environmental harm AND the biggest producer of renewable energy systems. (noahpinion.blog)
- China is set to open the world’s tallest bridge. (msn.com)
Economy
- Joe Weisenthal and Tracy Alloway talk with Ryan Fox of Bloomberg about what the market for cardboard boxes says about the state of the economy. (podcasts.apple.com)
- What’s behind the surge in unemployment claims in Texas? Think fraud. (axios.com)
Earlier on Abnormal Returns
- Adviser links: a culture of mediocrity. (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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