Thursday links: limited scarce assets
Tadas Viskanta
Abnormal Returns
18 hours ago
2 MIN READ
Markets
- How Treasury rates have risen since the onset of war. (capitalspectator.com)
- Oil prices are at their highest level since the beginning of the Iran war. (axios.com)
- How gas prices are moving in response. (sherwood.news)
Strategy
- The economy is not the stock market, and vice versa. (edgyoptimist.substack.com)
- Jon, “A diversified portfolio, in its simplest form, creates multiple ways to grow your money while building in survivability from market downturns.” (novelinvestor.com)
IPOs
- Four scenarios for the SpaceX IPO. (acadian-asset.com)
- SoftBank is planning to list in the U.S. an AI and robotics company called Roze. (ft.com)
Trading
- Indian HFT Graviton Research Capital wants to go global. (bloomberg.com)
- Citadel Securities is big in European bond trading. (ft.com)
- Military action bets on Polymarket have a different payoff profile. (arstechnica.com)
Fund management
- Why you should avoid the most volatile funds. (morningstar.com)
- Closed-end funds always face a challenge from investors. (pitchbook.com)
VC
- Patrick O’Shaughnessy talks health care investing with Alex Karnal, founder of Braidwell. (youtube.com)
- Tim Ferriss talks with Elad Gil about the state of venture investing today. (tim.blog)
Economy
- How AI will affect the economy. (morningstar.com)
- U.S. national debt has topped 100% of GDP for the first time since 1946. (wsj.com)
Earlier on Abnormal Returns
- Longform links: intertwined fates. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the full cost of college. (abnormalreturns.com)
- Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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