Friday links: the flow of money
Tadas Viskanta
Abnormal Returns
2 days ago
3 MIN READ
Gold
- Gold is priced on belief. (behaviouralinvestment.com)
- Gold is having a (global) moment. (ft.com)
- Is the gold story all about policy uncertainty? (mrzepczynski.blogspot.com)
- Fun fact, Canada does not hold any gold in its official reserves. (bnnbloomberg.ca)
Credit
- Concerns about bank credit are growing. (axios.com)
- It wouldn’t take much to see a backup in credit spreads. (mrzepczynski.blogspot.com)
Strategy
- Where do we stand on the bubble checklist? (ritholtz.com)
- Why the decision to sell a stock that has gone up a lot is so difficult. (awealthofcommonsense.com)
- Bull markets are never a straight line up. (optimisticallie.com)
ETFs
- How do 5x leveraged ETFs actually work? (etf.com)
- The higher the leverage, the harder to track the benchmark. (ft.com)
Private equity
- Blackstone ($BX) wants in on the 401(k) market. (wsj.com)
- Why private equity is in no rush to IPO their portfolio companies. (lt3000.blogspot.com)
AI
- The case for AI not being a bubble, yet. (derekthompson.org)
- Corporate tie-ups, like those we are seeing in AI, are not a new thing. (acadian-asset.com)
Apple
- Apple ($AAPL) is losing AI talent. (spyglass.org)
- On the limitations of live translation with Apple ($AAPL) Airpods. (theatlantic.com)
- Apple TV+ has a new name. (sixcolors.com)
Retail
- Why car washes want you to sign up for a monthly subscription. (sherwood.news)
- Dick’s Sporting Goods ($DKS) is a bet on a continued boom in youth sports. (bloomberg.com)
- A Q&A with Chris Nicholas, CEO of Sam’s Club. (semafor.com)
- Shoppers love ‘free shipping.’ (papers.ssrn.com)
Real estate
- Thanks to AI, the San Francisco rental boom is back. (nytimes.com)
- The New York office market is booming. (wsj.com)
- Even B and C class office buildings are seeing interest. (nytimes.com)
The UK
- The UK has been underinvesting in itself for decades. (klementoninvesting.substack.com)
- The UK’s biggest problems are not caused by immigrants. (timharford.com)
Europe
- How Europe, with Ukraine’s help, is innovating on drone defense. (wsj.com)
- For the first time in 15 years, Viktor Orban has real opposition. (wsj.com)
- Why is Switzerland so rich? (simongrimm.substack.com)
Earlier on Abnormal Returns
- Podcast links: spontaneous order. (abnormalreturns.com)
- Longform links: a blunt reminder. (abnormalreturns.com)
- Personal finance links: financial psychology. (abnormalreturns.com)
- Research links: a good idea in principle. (abnormalreturns.com)
- Adviser links: creating peace of mind. (abnormalreturns.com)
- Celebrating our twentieth blogiversary. (abnormalreturns.com)
- The upside to not being stupid. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Indiana University fired the advisor to the Indiana Daily Student newspaper and then halted publishing. (idsnews.com)
- How Indiana University’s administration hamstrung the Indiana Daily Student (or IDS). (msn.com)
- In defense of the Indiana Daily Student. (bobkravitz.com)
- Annie Aguiar, “This situation makes me ashamed to be a graduate of the IU Media School. But I’ll never be ashamed to be a graduate of the Indiana Daily Student.” (poynter.org)
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