Monday links: pumping perps
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Leverage
- How worried do we need to be about margin debt and leverage? (wsj.com)
- What’s behind the popularity of perpetual futures? (johnlothiannews.com)
- Why everyone is focused on perpetual futures. (howardlindzon.com)
Private assets
- How evergreen fund managers earn incentive fees on phantom gains. (wsj.com)
- Semi-liquid is NOT fully liquid. (larryswedroe.substack.com)
Companies
- Comcast ($CMCSK) is splitting in two with the spinoff of NBCUniversal. (spyglass.org)
- Strategy’s ($MSTR) Bitcoin strategy has changed. (ft.com)
DRAM
- South Korean companies are planning to spend big on new fabs. (wsj.com)
- DRAM is the current AI chokepoint. (bycig.substack.com)
AI
- These hedge funds are poised to profit from an OpenAI IPO. (institutionalinvestor.com)
- RAISE US, a bi-partisan industry-backed, nonprofit looks ‘to help workers meet the age of AI.’ (politico.com)
- AI is sucking all the oxygen out of the economy. (ft.com)
Economy
- Companies still little sign of a recession. (thetranscript.substack.com)
- Two good signs of reduced uncertainty for the global economy. (apollo.com)
- What’s wrong with the University of Michigan’s consumer sentiment survey? (natesilver.net)
Earlier on Abnormal Returns
- Adviser links: allowing yourself to be interested. (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)
- Don’t forget to sign up for exclusive, advisor-only weekly Talking Wealth newsletter. (talkingwealthpod.com)
Mixed media
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