Tuesday links: the disappearance of shame
Tadas Viskanta
Abnormal Returns
13 hours ago
2 MIN READ
Strategy
- Just because there may be evidence, doesn’t mean every investment decision is straightforward. (behaviouralinvestment.com)
- Revisiting the railway bubble. (awealthofcommonsense.com)
Crypto
- The digital asset treasury company trade is going in reverse. (citationneeded.news)
- Tether loves gold. (ft.com)
- SBF has stuff to say. (wired.com)
Finance
- The number of new ETFs launched this year is off the charts. (entrylevel.topdowncharts.com)
- Why Wall Street is snapping up VC secondary providers. (pitchbook.com)
AI
- The spreads on data center debt is widening. (axios.com)
- Who is really taking the risk in all these off-balance sheet data center funding deals? (ofdollarsanddata.com)
- What if LLMs broken down into a two-company battle? (avc.xyz)
Streaming
- Want to make a profitable movie? Make sure it is PG rated. (wsj.com)
- Why big stars like Mark Wahlberg are happy to do streaming-only movies. (forbes.com)
- Let HBO be HBO. (hollywoodreporter.com)
Economy
- September Case-Shilller showed a 1.3% increase in national home prices. (calculatedriskblog.com)
- How an aging population will show up in slower GDP growth. (ft.com)
- How gambling could show up (adversely) in consumer data. (sherwood.news)
Earlier on Abnormal Returns
- Research links: a symptom of overpricing. (abnormalreturns.com)
- No one is above getting scammed. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: improving the odds. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
