Wednesday links: avoiding complexity
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Oil
- Commodities have been the only haven YTD. (capitalspectator.com)
- A look beyond the headlines in the oil market. (ft.com)
- The Strait of Hormuz is not entirely closed off. (sherwood.news)
Strategy
- The median alternative investment is probably not worth your time. (ritholtz.com)
- Investors get in trouble when they have big asset-liability mismatches. (awealthofcommonsense.com)
- The best charts are off the beaten path. (chartkidmatt.com)
Fund management
- Thematic ETF launches are now in overdrive. (morningstar.com)
- Vanguard’s TDFs do exactly what you think. (morningstar.com)
Finance
- Which of OpenAI, Anthropic or SpaceX are going to IPO first? (om.co)
- Can AI disrupt the Bloomberg Terminal? Adherents are skeptical. (wsj.com)
- Multi-strategy hedge funds are seeing more pods jump ship to start their own funds. (bloomberg.com)
- Just how big is private credit? (ft.com)
Regulation
- The SEC and CFTC have issued new crypto guidance. (theblock.co)
- Eliminating quarterly reports will do nothing to encourage more companies to go public. (pitchbook.com)
- The SEC needs a new head of enforcement. (ft.com)
AI
- Jensen Huang of Nvidia ($NVDA) is a great presenter. (spyglass.org)
- OpenClaw is not ready for prime time. (om.co)
- Just how big a bet are hyperscalers making on continued growth? (tomtunguz.com)
- The exodus of AI talent from academia to industry is real. (papers.ssrn.com)
- Being first in something doesn’t mean you necessarily win. (theatlantic.com)
Business
- Commercial real estate is increasingly being driven by service business not retail. (wsj.com)
- Data center construction now outpaces office construction. (paulkedrosky.com)
- Meet the small business owners who don’t want to sell to PE. (nypost.com)
War
- How Israel enlisted the U.S. in a war on Iran. (giftarticle.ft.com)
- Do autonomous weapons make conflict more likely? (time.com)
- Ukraine is stringing nets over cities to thwart drones. (npr.org)
- How GPS spoofing works. (theconversation.com)
Economy
- Inflation was problem even before the Iran war. (newsletter.mikekonczal.com)
- Is anyone going to get their tariff refund any time soon? (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: extended expenses. (abnormalreturns.com)
- Research links: more transacting. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: trust and relationships. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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