Thursday links: too busy living
Tadas Viskanta
Abnormal Returns
15 hours ago
2 MIN READ
Degens
- Is degen behavior becoming embedded and normalized? (fa-mag.com)
- Strategy ($MSTR) has a Stretch ($STRC) problem. (ft.com)
Strategy
- Baby Boomers aren’t going to crash the stock market. (awealthofcommonsense.com)
- Rules of thumb work until they don’t. (novelinvestor.com)
ETFs
- There’s nothing passive about passive investing. (advisorperspectives.com)
- Index methodologies matter. (etf.com)
Prediction markets
- CME Group ($CME) is suing the CFTC to stop perpetual futures. (theblock.co)
- What is the best way to police prediction markets? (advisorperspectives.com)
Apple
- An Intel ($INTC)-Apple ($AAPL) chip making deal seems legit. (sherwood.news)
- Higher memory prices means Apple ($AAPL) is going to have to raises prices. (asymco.com)
Companies
- At this point, what’s the purpose of Berkshire Hathaway ($BRK.A)? (ft.com)
- Tyler Cowen talks with Dave Baszucki who is co-founder and CEO of Roblox ($RBLX). (conversationswithtyler.com)
- While everyone is focused on AI model companies, Databricks is growing rapidly. (tomtunguz.com)
Data centers
- How a pause on new data centers could affect AI companies. (axios.com)
- Unlike other facilities, data center noise is 24/7. (nytimes.com)
- The data center panic is overblown. (theatlantic.com)
Global
- Taiwan is teaching citizens to pilot drones. (theguardian.com)
- Viktor Orban’s media empire has effectively collapsed. (reuters.com)
- The PDVSA is still in charge of Venezuela’s oil. (newyorker.com)
The Fed
- The 2-year Treasury and inflation swaps are going in different directions. (ft.com)
- A look at the first Kevin Warsh FOMC meeting. (newsletter.platypuseconomics.com)
- The Kevin Warsh Fed is going to tight-lipped. (axios.com)
Earlier on Abnormal Returns
- Longform links: unsafe and insecure. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the point of money. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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