Monday links: debased indices
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
IPOs
- Owen Lamont, “Stock market bubbles are often heralded by specific IPOs which mark their beginning and not necessarily their end.” (acadian-asset.com)
- Will S&P follow Nasdaq down the road of early index entry for big IPOs like SpaceX? (giftarticle.ft.com)
VC
- Where Tether is investing it vast cash holdings. (pitchbook.com)
- Why it doesn’t really make sense to talk about ‘venture capital’ as one thing anymore. (investing101.substack.com)
Private assets
- Private credit funds have a transparency problem. (wsj.com)
- Prime brokers are moving to give hedge funds access to prediction markets. (bloomberg.com)
AI
- Ben Thompson, “(I)f agents are making Anthropic and OpenAI the point of integration in the value chain, then the bubble argument that these companies are overvalued…may not be correct.” (stratechery.com)
- xAI and Meta show throwing more money at AI doesn’t necessarily work. (spyglass.org)
- Tomasz Tunguz, “Like a dog or a device, you are responsible for your agent.” (tomtunguz.com)
- We are going to have to grieve the jobs/careers that AI displaces. (hellomortal.substack.com)
Economy
- Where in the U.S. rents are rising and falling. (axios.com)
- How the housing market has split in two. (agglomerations.eig.org)
Earlier on Abnormal Returns
- Adviser links: trust and relationships. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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