Thursday links: a bumpy ride
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Finance
- Investment bank Lincoln International ($LCLN) went public. (pitchbook.com)
- What you need to know about evergreen funds. (caia.org)
ETFs
- What you need to know about the Roundhill Memory ETF ($DRAM). (morningstar.com)
- The big ETF players are not afraid of taking each other on. (pionline.com)
- The vast majority of ETF flows are in cheap passive funds, but high fee active funds are surging. (morningstar.com)
SpaceX
- The SpaceX S-1 has dropped. (axios.com)
- Starlink is the jewel of SpaceX. (om.co)
- The VC returns on the SpaceX IPO would be unprecedented. (pitchbook.com)
- Anthropic is paying SpaceX $1.25 billion per month through May 2029. (axios.com)
- SpaceX has a Starship lauch coming up. (npr.org)
AI
- Putting Nvidia’s ($NVDA) profits into some sort of perspective. (spyglass.org)
- Anthropic is going to generate an operating profit in Q2?!? (wsj.com)
- Google ($GOOGL) has some inherent advantages in AI. (axios.com)
- Patrick O’Shaughnessy talks with Gavin Baker about the state of AI. (youtube.com)
- An OpenAI IPO filing is imminent. (axios.com)
Sports
- Private equity involvement in youth sports has made things worse. (theatlantic.com)
- The online gambling industry is restructuring itself. (frontofficesports.com)
- The Enhanced Games are all about selling supplements and peptides. (sherwood.news)
Russia
- The Kremlin is now flooding BlueSky with propaganda. (nytimes.com)
- Jude Law does a good job portraying Putin in ‘The Wizard of the Kremlin.’ (theatlantic.com)
- The challenges of rebuilding Ukraine. (klementoninvesting.substack.com)
Economy
- Walmart ($WMT) warned about the stresses on lower income consumers. (sherwood.news)
- Americans are starting new businesses, but are not hiring many employees. (bloomberg.com)
- Jobless claims keep ticking lower. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: more conscious investors. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- AI models are not a trusted fiduciary. Be careful. (abnormalreturns.com)
- Personal finance links: the caregiving penalty. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
