Tuesday links: desperate to build more
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Markets
- Gold is not a risk-free asset. (bloomberg.com)
- Call buying is off the charts. (moontower.substack.com)
Finance
- Have we reached peak proprietary trading? (on.ft.com)
- Intercontinental Exchange ($ICE) is taking a big stake in Polymarket. (blockworks.co)
- Robinhood ($HOOD) is intent on pushing into private markets. (riabiz.com)
- Galaxy Digital ($GLXY) has launched GalaxyOne, a new consumer-focused financial platform. (blockworks.co)
AI
- A look at all of OpenAI’s many deals. (on.ft.com)
- What kind of revenue does AI capex need to generate to justify it all? (pracap.com)
- Foreign adversaries are using ChatGPT and other AI models. (axios.com)
- People are writing their resumes knowing they will be read by AI. (nytimes.com)
Economy
- Prices were headed in the right direction, until tariffs hit. (library.hbs.edu)
- Heavy truck sales are looking recessionary. (econbrowser.com)
- Another indication the labor economy is grinding to a halt. (bloomberg.com)
- Why consumer sentiment remains in the dumps. (paulkrugman.substack.com)
- How closed borders will hurt the U.S. (economist.com)
Earlier on Abnormal Returns
- Research links: the key to alternative markets. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: preparing for the worst. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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