Wednesday links: tough times for investors
Tadas Viskanta
Abnormal Returns
16 hours ago
2 MIN READ
Markets
- How the stock market took over American balance sheets. (awealthofcommonsense.com)
- Just how good are analysts at estimating earnings? (chartkidmatt.com)
Bonds
- The spread on SpaceX ($SPCX) bonds are widening out. (ft.com)
- The iShares 0-3 Month Treasury Bond ETF ($SGOV) is nearing $100 billion in AUM. (etf.com)
Finance
- Stripe, Advent have made an offer to buy PayPal ($PYPL). (reuters.com)
- Nobody really wants to go from quarterly to semi-annual corporate reporting. (mrzepczynski.blogspot.com)
Private assets
- Apollo Global Management ($APO) is nearly unrecognizable from just a few years ago. (bloomberg.com)
- Why you can’t just extrapolate PE returns into the future. (ludovicphalippou.substack.com)
- How GPs fund their commitments. (cashandcarried.substack.com)
AI
- Apple ($AAPL) is focused on building chips that can handle AI inference. (spyglass.org)
- Are we stuck with LLMs? (theatlantic.com)
- OpenAI is seemingly building an AI-driven smart speaker. (spyglass.org)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- In wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Work
- Nobody really knows how exposed different jobs are to AI disruption. (apollo.com)
- When tasks are automated, the remainder of the job changes. (agglomerations.eig.org)
- AI models are always going to lag when it comes to learning human behavior. (forklightning.substack.com)
Economy
- Another decline for PPI in July is unlikely. (bonddad.blogspot.com)
- How an aging population affects the labor participation rate. (bloomberg.com)
Earlier on Abnormal Returms
- Personal finance links: the best upgrade. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: an emotional burden. (abnormalreturns.com)
Mixed media
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