Friday links: suspect motives
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Bonds
- The Treasury flight-to-safety trade isn’t working. (panoptica.ai)
- Sovereign bond markets are not panicking. (ft.com)
Strategy
- Uncertainty is inherent in investing. Prepare accordingly. (awealthofcommonsense.com)
- Before you invest in a novel investment ask – why? (morningstar.com)
Prediction markets
- Prediction markets are the hot new thing on college campuses. (wsj.com)
- How prediction markets make us more uncertain about the world. (theatlantic.com)
- Prediction market participants love college basketball. (frontofficesports.com)
Private assets
- On the paradoxical performance of the ERShares Public-Private Crossover ($XOVR). (wsj.com)
- Robinhood Ventures Fund I ($RVI) is now trading. (barrons.com)
- Another day, another private credit fund is hit with substantial withdrawal requests. (ft.com)
- Beware claims about private credit fund returns. (thealtview.substack.com)
Iran
- The war is costing nearly $1 billion a day. (phys.org)
- Russia is providing Iran with targeting information. (wapo.st)
- How a closing of the Strait of Hormuz would affect oil prices. (econbrowser.com)
- We will only know the impact of the war in hindsight. (theatlantic.com)
Sports
- Using the Wrexham playbook for Colombia’s Inter Bogota. (frontofficesports.com)
- Will the NFL become too expensive for advertisers? (sportico.com)
- There’s no World Baseball Classic without player insurance. (huddleup.substack.com)
- Another sign that horse racing continues its secular decline. (chicago.suntimes.com)
Economy
- The U.S. economy lost 92,000 jobs in February. This report was prior to the war. (bonddad.blogspot.com)
- How the war could boost consumer prices. (thebulwark.com)
Earlier on Abnormal Returns
- Podcast links: open and free. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: unforeseen effects. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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