Monday links: highly engineered lotteries
5 days ago
2 MIN READ
Rates
- How much the yield curve has steepened. (mrzepczynski.blogspot.com)
- How worried should we be about tighter credit spreads? (bloomberg.com)
- High yield index duration is falling. (apolloacademy.com)
Crypto
- Why the pardon of Changpeng Zhao, the founder of Binance, is unprecedented. (newyorker.com)
- Zhao was convicted for enabling money laundering, not crypto stuff. (slate.com)
- All of this is happening in the wide open. (npr.org)
Private assets
- Private equity is fully bought into marketing to the mass affluent crowd. (downtownjoshbrown.com)
- Dan Rasmussen, “In short, the “rise of alternatives” is not only a structural trend. It is a story of belief coordination.” (mailchi.mp)
- Private equity providers are headed to the airways to attract individual investors. (bloomberg.com)
AI
- OpenAI shuns bankers in its deal making. (on.ft.com)
- AI isn’t taking jobs at Goldman Sachs ($GS) yet. (axios.com)
- It’s naive to think AI won’t disrupt work in many sectors. (tker.co)
Work
- The average American worker faces scheduling uncertainty and volatility. (bloomberg.com)
- Why flexible work arrangements are here to stay. (planadviser.com)
- How the average American worker has changed over time. (wsj.com)
- If your job disappeared, would any one notice? (klementoninvesting.substack.com)
Housing
- Renters have the upper hand at the moment. (wsj.com)
- The boom and bust in Austin, shows the law of supply and demand work. (bloomberg.com)
Earlier on Abnormal Returns
- Adviser links: avoiding tough questions. (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
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.