Friday links: in need of liquidity
Tadas Viskanta
Abnormal Returns
7 days ago
2 MIN READ
Markets
- The VIX is sitting at or near its lows. (howardlindzon.com)
- What if Treasuries lose their safe haven status? (mrzepczynski.blogspot.com)
Strategy
- It’s easy to forget that illiquid assets are illiquid for a reason. (wsj.com)
- Don’t get fooled by the eye popping yields on the new single stock option ETFs. (jeffreyptak.substack.com)
Meta
- Meta ($META) keeps stuffing more stuff into Instagram. (spyglass.org)
- What to make of Meta’s ($META) AI restructuring. (ft.com)
AI
- AI startups are now valued around $1 trillion. (spyglass.org)
- Only a bot can combat a bot. (axios.com)
- What if AI is just meh. (nytimes.com)
Demographics
- Jim Pethokoukis talks with Michael Geruso, co-author of “After the Spike: Population, Progress, and the Case for People.” (fasterplease.substack.com)
- There’s no reversing demographic decline without more supportive men. (axios.com)
- Denmark raised its retirement age to 70. (crr.bc.edu)
Economy
- The housing market continues to rebalance, with inventories rising. (bonddad.blogspot.com)
- All the things working against stable electricity prices. (paulkrugman.substack.com)
- 1.5 million immigrants have left the U.S. this year. (axios.com)
Earlier on Abnormal Returns
- Podcast links: winding things up. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: in search of meat. (abnormalreturns.com)
- On the importance of learning who to ignore in an increasingly degenerate economy. (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.
