Friday links: unexamined beliefs
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Regulation
- The SEC has dramatically cut back on enforcement actions. (ft.com)
- Lax enforcement is allowing some ETFs to exceed position limits for private shares. (ft.com)
Prediction markets
- What’s the argument for a prediction markets ETF? (joesaluzzi.substack.com)
- Is journalism infused with prediction markets better? (niemanlab.org)
Private assets
- Signs of deterioration in private credit quality. (morningstar.com)
- Private asset managers are being forced to comment on their stock prices. (ft.com)
- How ‘NAV squeezing’ works. (ft.com)
Tariffs
- The Supreme Courts struck down Trump’s ’emergency’ tariffs. (npr.org)
- The court’s ruling leaves a lot of open questions. (washingtonpost.com)
- How imports are affected. (nytimes.com)
- But there are some obvious winners. (frontofficesports.com)
Iran
- On the strategic incoherence of Trump’s Iran policy. (danieldrezner.substack.com)
- Iran’s opposition is splintered. (theatlantic.com)
Misconduct
- Other countries take official misconduct seriously. (axios.com)
- Forget pardons, now bad actors are not even getting charged. (nytimes.com)
- The line between the crypto industry and the Trump family is very blurry. (wsj.com)
Earlier on Abnormal Returns
- Podcast links: lifelong learning. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a huge gift. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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