
Thursday links: sharing your best work
1 year ago
2 MIN READ
Strategy
- Passive investors don’t change relative prices. (bloomberg.com)
- A good outcome doesn’t necessarily mean it was a good decision. (novelinvestor.com)
- Don’t change your asset allocation in response to a market pullback. (rogersplanning.blogspot.com)
Crypto
- The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. (wsj.com)
- Bitcoin is whatever you want it to be. (coindesk.com)
Companies
- How Amazon ($AMZN) gathers info on its competitors. (wsj.com)
- Meta ($META) is rolling out its AI assistant platform everywhere. (engadget.com)
IPOs
- Why companies are staying private for longer. (economist.com)
- Ibotta ($IBTA) is now public. (fastcompany.com)
Startups
- Great companies create markets, not the other way around. (tomtunguz.com)
- How to best use SAFE notes. (news.crunchbase.com)
Finance
- Americans are moving their cash, putting pressure on the big banks. (bloomberg.com)
- Private equity firms are upping their stakes in new buyout funds. (bloomberg.com)
- Just how big is Jane Street? This big. (on.ft.com)
GLP-1 drugs
- Eli Lilly’s ($LLY) Zepbound seemingly works for sleep apnea as well. (marketwatch.com)
- We really don’t know the long-term effects of GLP-1 use. (theatlantic.com)
- Women on GLP-1 drugs are also seeing increased fertility. (bloomberg.com)
Global
- How Sweden became a standout stock market in Europe. (ft.com)
- Frozen Russian assets could soon pay for Ukraine’s defense. (economist.com)
Economy
- Weekly initial unemployment claims have essentially been in a range for the past two years. (bonddad.blogspot.com)
- A rate cut has been pushed out to September. (capitalspectator.com)
- How different measure of consumer inflation compare. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: an age of misinformation. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: keeping your focus. (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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