Tuesday links: a wave of IPOs
Tadas Viskanta
Abnormal Returns
22 hours ago
2 MIN READ
Markets
- What happens to the Mag 7 when the big AI companies are public? (ft.com)
- IPOs and secondary sales highlight a shift in the market environment. (theatlantic.com)
- How the end of cheap capital changes things. (hbr.org)
Strategy
- Global stock market return dispersion is historically high. (acadian-asset.com)
- The World Cup highlights a lot of our behavioral foibles. (behaviouralinvestment.com)
- Uncorrelated returns are hard to find, enter managed futures. (taxalphainsider.com)
Fund management
- The ETF industry is on track for another record (inflow) year. (msn.com)
- Don’t let the name fool you, not all hedge funds are in the same business. (oldroperesearch.substack.com)
- Apollo ($APO) is forced to cap withdrawals from the Apollo Debt Solutions fund. (citywire.com)
Trading
- How big a threat are perpetual futures to traditional exchanges? (wsj.com)
- Meta ($META) is reportedly building a standalone prediction market app. (nytimes.com)
Brexit
- Ten years on, Brexit isn’t looking great. (axios.com)
- How the UK economy has adapted (or not) to Brexit. (nytimes.com)
Economy
- What 2% TIPS yields tell us. (capitalspectator.com)
- Opacity for opacity’s sake isn’t a good look for the Fed. (ft.com)
- Why the wealthy keep getting wealthier: stock gains. (axios.com)
Earlier on Abnormal Returns
- Research links: not-so flat demand curves. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: sudden wealth. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealth.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Seth Godin, “The modern internet has been built to turn search engines from gateways into destinations, starving independent creators of the clicks, traffic, and revenue required to sustain their work.” (seths.blog)
- Big tech companies are rife with conflicts, which makes running a movie business problematic. (spyglass.org)
- Nobody is watching podcasts on Netflix ($NFLX). (awfulannouncing.com)
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