Tuesday links: political pressures
Tadas Viskanta
Abnormal Returns
22 hours ago
2 MIN READ
Strategy
- Most fixed income investors should avoid both long duration and big credit risks. (fa-mag.com)
- A good reminder that active management is really hard. (ft.com)
- Value investors need to update their priors. (mojo3324106.substack.com)
Companies
- Elliott Investment Management has made a big investment into Pinterest ($PINS) (wsj.com)
- Bitcoin mining is now unprofitable for the vast majority of firms. (sherwood.news)
- Chinese biotech is growing in influence. (mailchi.mp)
Private assets
- Asset managers want their fees sooner rather than later. (thealtview.substack.com)
- Blackstone’s ($BX) BCRED saw big redemption requests. (fa-mag.com)
- How to think about the drivers of VC fund returns. (blogs.cfainstitute.org)
AI
- How much cash is OpenAI getting upfront? (om.co)
- The Pentagon has little legal ground to stand on with Anthropic. (lawfaremedia.org)
- Even when it comes to AI, personalities matter. (spyglass.org)
Defense
- Why shutting down Starlink terminals for Russia was such a big deal. (theatlantic.com)
- Ukraine is now a weapons technology source for the West. (wsj.com)
- Laser weapons are no longer science fiction. (theatlantic.com)
Economy
- Small businesses are still dealing with the aftermath of tariffs. (nytimes.com)
- Global risks have, not surprisingly, spiked. (econbrowser.com)
- War has costs. Someone has to pay. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Research links: triggered online. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: decided in advance. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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