Tuesday links: Bitcoin as speculative asset
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- Dollar bearishness is pretty high, all things considered. (ft.com)
- Big Tech is issuing bonds hand over fist in 2026, (axios.com)
- Shrinking share count is a global phenomenon. (snippet.finance)
- 90% of global bonds trade below 5%. (apolloacademy.com)
Strategy
- Scary market headlines are the norm. However, over time the reasons change. (awealthofcommonsense.com)
- Why we have a tendency to overstate our willingness to take risk. (thedailyupside.com)
- The entrepreneur is more important than the business. (rockandturner.substack.com)
Prediction markets
- Prediction market traders are looking for an edge, any edge. (npr.org)
- Prediction markets are sports betting. (frontofficesports.com)
- Betting on military action, brings out potential insider traders. (nbcnews.com)
Finance
- Netflix ($NFLX) is telling Paramount ($PARA) to put up or shut up. (spyglass.org)
- Why Elliott Management Corp. targeted the London Stock Exchange. (bloomberg.com)
- The two big Chicago exchanges are trading at all-time highs. (trendlabs.com)
- The price of gold vault insurance is on the rise. (ft.com)
Technology
- IBM ($IBM) is increasing its hiring for entry-level roles. (axios.com)
- A weird wave of bot traffic is coursing through the web. (semafor.com)
- Are AI companies stealing real people’s voices? (msn.com)
Society
- How a zero-sum worldview came to overtake America. (theargumentmag.com)
- Is the U.S. economy now just one big bet on AI? (axios.com)
- In the U.S. these days, trust is in short supply. (axios.com)
Economy
- Companies have stopped being shy about raising prices. (wsj.com)
- A look at short and long term inflation expectations. (bonddad.blogspot.com)
- There’s no mistaking the rise in electricity prices. (ft.com)
Earlier on Abnormal Returns
- Research links: lower hit rates. (abnormalreturns.com)
- Adviser links: the ultimate goal. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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