Thursday links: a hard day to invest
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Markets
- Japanese government bond yields are soaring. (ft.com)
- 30-year Treasury yields hit levels not seen since 2007. (axios.com)
- Joe Weisenthal and Tracy Alloway talk with Steven Englander about why yields are rising around the world. (podcasts.apple.com)
Strategy
- Investors learn the wrong lessons from bull markets. (novelinvestor.com)
- What to invest in when everything looks unattractive? (capitalallocators.com)
AI
- Apple ($AAPL) seriously risks getting left behind. (spyglass.org)
- Why OpenAI bought io Products. (crazystupidtech.com)
- What are Sam Altman and Jony Ive up to? (spyglass.org)
Finance
- Private credit has a supply problem. (wsj.com)
- JP Morgan Chase ($JPM) is only getting stronger. (economist.com)
- Kraken is going to offer tokenized versions of stocks to non-U.S. customers. (wsj.com)
- Yes, executive branch employees CAN trade stocks. Conflicts abound. (propublica.org)
Fund management
- Most new ETFs are solutions in search of a problem. (morningstar.com)
- Traditional asset managers are teaming up with alternatives providers. (morningstar.com)
Global
- China is stepping up its support for WHO. (semafor.com)
- The baby bust has come to Latin America. (bloomberg.com)
- The rest of the world has a different approach to air traffic control. (theatlantic.com)
Economy
- Still no pick up in weekly initial unemployment claims. (calculatedriskblog.com)
- A profile of Kyla Scanlon. (thefp.com)
Earlier on Abnormal Returns
- Longform links: making waste disappear. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a financial buffer. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- 16 books from JPMorgan’s annual summer reading list including: “Economic Spotlight: Our Dollar, Your Problem: An Insider’s View of the Seven Turbulent Decades of Global Finance, and the Road Ahead” by Kenneth Rogoff. (cnbc.com)
- Larry Swedroe’s 53 favorite finance books over the years including: “When Genius Failed: The Rise and Fall of Long-Term Capital Management” by Roger Lowenstein. (larryswedroe.substack.com)
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