Wednesday links: everyday people doing everyday things
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
Fund management
- Stock market concentration is an issue, but do you know better than the market? (morningstar.com)
- The active/passive dichotomy is played out. (larryswedroe.substack.com)
- How mutual funds differ from CITs. (bloomberg.com)
Prediction markets
- CFTC Chair Michael Selig says prediction markets and sportsbooks are “two separate things.” (axios.com)
- How users with inside information seek to hide on prediction markets. (nytimes.com)
Private assets
- Is daily pricing going to mess with the private credit story? (bloomberg.com)
- Private infrastructure funds are by definition long lasting. (pitchbook.com)
- Fresh inflows into private credit funds are drying up. (ft.com)
Company reporting
- Companies would do well not to reduce reporting frequency. (ft.com)
- We don’t need semi-annual company reports, we need real-time reports. (ritholtz.com)
Companies
- How ($ASML) created a global monopoly. (worksinprogress.news)
- Activist investors are piling into Hewlett Packard Enterprise ($HPE). (semafor.com)
- Eli Lilly ($LLY) is celebrating its 150th anniversary. (axios.com)
- Nike ($NKE) has a China problem. (wsj.com)
- McDonald’s ($MCD) for the first time is putting its name on a stadium. (chicago.suntimes.com)
IPOs
- Fervo Energy ($FRVO) is now public. (techcrunch.com)
- A sign of the time: a red-hot Cerebras IPO. (morningstar.com)
- The big three IPOs keep tracking higher. (paulkedrosky.com)
- Rising San Francisco real estate prices highlight the AI boom. (bloomberg.com)
Data usage
- How AI will change residential data usage. (om.co)
- Is the future of data centers distributed? (cnbc.com)
- Are data centers actually good for localities? (nber.org)
- Joe Weisenthal and Tracy Alloway talk with Samanth Subramanian, the author of “The Web Beneath the Waves: The Fragile Cables That Connect Our World.” (youtube.com)
Economy
- Wholesale prices are rising rapidly as well. (axios.com)
- These grocery store items have seen the biggest jump in prices. (flowingdata.com)
- One reason why inflation feels worse is because it it is hitting ‘everyday items.’ (econbrowser.com)
- The K-shaped economy is real. (bonddad.blogspot.com)
- What would happen to the deficit if we entered a recession? (apollo.com)
Earlier on Abnormal Returns
- Personal finance links: your specific circumstances. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: biased assumptions. (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.
