Thursday links: early admission
12 hours ago
2 MIN READ
Strategy
- How big market moves engage different types of investors. (behaviouralinvestment.com)
- When it pays to bet on great businesses and just hang on. (permanentequity.com)
Crypto
Fund management
- SpaceX wants to reserve its spot in indices early. (wsj.com)
- Mutual funds are sitting on a lot of unrealized capital gains. (financial-planning.com)
- A closed-end fund doing closed-end fund things. (wsj.com)
AI
- Is AI going to disrupt the business of financial data? (wsj.com)
- How institutional investors use AI. (axios.com)
Finance
- Private credit may be more exposed to tech and software than investors think. (tomtunguz.com)
- KKR ($KKR) is buying Arctos Partners, the sports-focused investment firm. (pitchbook.com)
- How the art lending market works. (ft.com)
Global
- Valentina Romei, “The 10-year government bond yields for Greece, Spain and Portugal are lower than for France, the UK and the US.” (ft.com)
- China is working hard to shore up its trade vulnerabilities. (wsj.com)
- South Korea is seeing strong export growth. (apolloacademy.com)
- Going after Russia’s shadow fleet is having an impact. (washingtonpost.com)
Snow
- Why the future of the Winter Olympics is increasingly uncertain. (theconversation.com)
- The American West has a big snow deficit this winter. (smithsonianmag.com)
- This Western ski season is awful. (nytimes.com)
Super Bowl
- No matter where you look, the NFL is on a roll. (frontofficesports.com)
- Prediction markets are set for a big Super Bowl week. (frontofficesports.com)
- Why Sling Day passes are perfect for sports events. (sixcolors.com)
Earlier on Abnormal Returns
- Longform links: variations in performance. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the option to change. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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