Friday links: moving ever faster
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
ETFs
- Trading costs matter, even for indexed ETFs. (wsj.com)
- Why you shouldn’t put illiquid assets into an ETF, the case of the ERShares Private-Public Crossover ETF ($XOVR). (morningstar.com)
Warner Bros.
- There’s little argument that Paramount ($PSKY) overpaid for Warner Bros. ($WBD). (spyglass.org)
- Is there going to be any regulatory push back to the deal? (theankler.com)
Prediction markets
- OpenAI fired an employee for insider trading on prediction markets. (wired.com)
- Kalshi keeps signing up new partners. (investmentnews.com)
AI
- OpenAI just raised $110 billion from Amazon, Softbank and Nvidia. (newcomer.co)
- Amazon ($AMZN) is paying up for being late to AI. (om.co)
- Despite many warnings, the Pentagon put xAI at the center of its AI efforts. (wsj.com)
- Anthropic is saying no to the Pentagon. (theatlantic.com)
Economy
- Why workers should fear a recession more than AI. (wsj.com)
- January 2026 PPI came in hot. (cnbc.com)
- Austin’s apartment market may have bottomed out. (wsj.com)
Earlier on Abnormal Returns
- Podcast links: talking tech. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a low-trust economy. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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