Thursday links: meaningful days
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Markets
Strategy
- How much do 20-year real stock market returns vary over time? (awealthofcommonsense.com)
- Don’t hedge equities with equities. (rogersplanning.blogspot.com)
Bill Ackman
- Bill Ackman doesn’t want investors to think about Pershing Square USA as a closed-end fun. (wsj.com)
- Why Pershing Square expects to raise less than originally thought. (finance.yahoo.com)
- Why Pershing Square USA disagrees with Bill Ackman. (ft.com)
Finance
- Private equity itself doesn’t represent a systematic risk. Now when you start levering the leverage… (ig.ft.com)
- The private credit business is consolidating. (semafor.com)
EVs
- Now is a good time to shop for an EV. (wsj.com)
- Where EV battery packs are being produced in the U.S. (techcrunch.com)
- The Corvette has gone hybrid. Is an electric version next? (nytimes.com)
Video games
- How AI made EA Sports College Football 25 possible. (wsj.com)
- Why sports video games now feel like casinos. (nytimes.com)
Economy
- 2Q GDP grew at a 2.8% clip. (calculatedriskblog.com)
- Why you should take that 2.8% with a grain of salt. (ft.com)
- The Fed has all they need to justify a cut. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: beliefs over evidence. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the big picture. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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