Tuesday links: depleting alpha
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
CXMT
- Memory maker CXMT is now public. (cnbc.com)
- Local governments are the big winners with the CXMT IPO. (ft.com)
Japan
- Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com)
- Japan is now facing the consequence of higher interest rates. (ft.com)
Trading
- CME Group ($CME) is launching single-stock futures. (finance.yahoo.com)
- Brokerages really want your AI bot trading 24/7. (cnbc.com)
- Parlays don’t pay off either on prediction markets or sports books. (bloomberg.com)
Apple
- Jason Snell, “Apple’s most valuable asset is its brand.” (sixcolors.com)
- Apple ($AAPL) is planning new home smart hubs products. (9to5mac.com)
Finance
- Visa ($V) is cutting jobs. (cnbc.com)
- Almost nobody wants to end quarterly reporting. (axios.com)
- JC Parets, “There’s nothing “initial” about an initial public offering anymore.” (trendlabs.com)
Defense
- Investment in defense startups is booming. (ft.com)
- The West is amping up the domestic production of explosives. (wsj.com)
- The welcome mat is out for PE to get involved in defense industries. (bloomberg.com)
- In the age of drones, there are far more viable targets. (wapo.st)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Iran
- The Pentagon has plenty to answer for in the conduct of the Iran war. (paulkrugman.substack.com)
- The war in Iran has been a mistake on many levels. (danieldrezner.substack.com)
- The UAE wants to opt out of the conflict with Iran. (ft.com)
Economy
- Case-Shiller showed a 1.1% annual increase in house prices through May. (calculatedrisk.substack.com)
- Companies that paused hiring due to uncertainty around AI, are loosening up. (wsj.com)
Earlier on Abnormal Returns
- Research links: unbundling asset management. (abnormalreturns.com)
- Adviser links: compounding humanity. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
Mixed media
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