Tuesday links: right on paper
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Markets
- U.S. stock returns are rarely normal. (ofdollarsanddata.com)
- Betting against U.S. stock has historically been a loser. (optimisticallie.com)
- Market bubbles are as old as markets. (acadian-asset.com)
Finance
- State Street SPDR Nasdaq 100 ETF ($QNDX) launches tomorrow. (bloomberg.com)
- The laws of economics have caught up to private equity. (mailchi.mp)
- Cancer and immune disease-focused biotechs are leading in VC fundraising. (biopharmadive.com)
AI
- Thanks to chips, Samsung’s profit jumped 20x year-over-year. (spyglass.org)
- Why Sam Altman wants to make a deal with the administration. (technologyreview.com)
- What is Meta’s ($META) path forward on AI? (stratechery.com)
- Different models have different ‘worldviews.’ (tomtunguz.com)
Economy
- Just how much oil prices are off their highs. (axios.com)
- Why yields are up around the globe. (ft.com)
- Global economic policy uncertainty is now highly correlated. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Research links: data quality. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: other wealthy people. (abnormalreturns.com)
- 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)
Mixed media
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