Wednesday links: holding grudges
Tadas Viskanta
Abnormal Returns
8 hours ago
2 MIN READ
Mag 7
- The Mag 7 era for markets is over. (chartkidmatt.com)
- CDS spreads for the Mag 7 companies are on the rise. (apollo.com)
Strategy
- Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com)
- Do retail investors really need perpetual futures? (economist.com)
- Diversification has worked in 2026. (morningstar.com)
ETFs
- ETFs now cover (nearly) every potential asset. (etf.com)
- Corgi is running the blitzscaling playbook in ETFs. (etf.com)
Prediction markets
- Do we really want people betting on the outcome of clinical trials? (nytimes.com)
- Polymarket is backing a new media company, Eventual. (axios.com)
- When you hire influencers, sometimes they post controversial stuff. (sportico.com)
Companies
- Why employee ownership matters. (mastersinvest.com)
- Cisco ($CSCO) and Sysco ($SYY) get confused…a lot. (bloomberg.com)
- Meet the Congressmen buying SpaceX ($SPCX) shares. (cnbc.com)
Bloomberg
- Bloomberg is planning for post-Michael Bloomberg era. (semafor.com)
- Bloomberg is buying alts-focused data company Canoe Intelligence. (citywire.com)
Stay in touch
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
AI
- Anthropic is rapidly rising the sales ranks. (axios.com)
- AI dector, Pangram, just raised a new round of capital. (nytimes.com)
- We’re not really ready for an acceleration in automated AI research. (thezvi.substack.com)
- If we are going to regulate AI, who should do the regulating? (theatlantic.com)
FOMC
- What an LLM says about the July FOMC meeting. (ft.com)
- What’s the difference between 2% and 3% inflation? (klementoninvesting.substack.com)
- How to read the FOMC statement. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Personal finance links: how life unfolds. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: unbundling asset management. (abnormalreturns.com)
Mixed media
- Just because AI makes launching a business easier, doesn’t mean it has a better chance of success. (bloomberg.com)
- ChatGPT will stop letting you copy a writer’s style. (arstechnica.com)
- There is a good chance that self-published book was written (in part) by AI. (nytimes.com)
- AI consumes the Internet differently than humans. (futurism.com)
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