Monday links: volatile transformations
Tadas Viskanta
Abnormal Returns
10 months ago
2 MIN READ
Markets
- Nvidia ($NVDA) is clearly a great company, but is it a great stock? (bloomberg.com)
- Europe’s value stocks have driven a lot of the continent’s underperformance. (albertbridgecapital.com)
- Prosus trades well below the value of its big stake in Tencent. (wsj.com)
Finance
- Some former FTX customers now regret selling their bankruptcy claims at a big discount. (wsj.com)
- Why Apple ($AAPL) is pulling back on the banking front. (spyglass.org)
Alternatives
- HPS Investment Partners has raised one of the largest private credit funds on record. (on.ft.com)
- Jain Global, a new multi-strategy hedge fund, has raised $5.3 billion in commitments. (bloomberg.com)
- Why it matters that private credit is taking on risk that banks used to. (integratinginvestor.com)
CRE
- Evidence that banks are trying to quietly reduce their real estate exposure. (nytimes.com)
- Canada’s big pension funds are sitting on CRE losses. (bloomberg.com)
- Another problem for office buildings – obsolescence. (ft.com)
Economy
- Homebuilders need a rate cut. (bloomberg.com)
- How to measure labor market tightness – listen to companies. (sherwood.news)
Earlier on Abnormal Returns
- Adviser links: a sense of purpose. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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