Thursday links: forced returns
Tadas Viskanta
Abnormal Returns
10 months ago
2 MIN READ
Markets
- Three assets that don’t diversify your portfolio as well as you think. (morningstar.com)
- Risk-on assets have failed to outperform in 2024. (allstarcharts.com)
- How market consensus forms. (mrzepczynski.blogspot.com)
Exchanges
- CME Group ($CME) is planning to launch bitcoin trading. (ft.com)
- The CFTC doesn’t want you betting on event contracts. (sherwood.news)
Finance
- Berkshire Hathaway ($BRK.A) now owns a ~6% stake in Chubb ($CB). (barrons.com)
- Another private real estate firm is running into liquidity problems. (ft.com)
- Data centers are hot. (sherwood.news)
Sports business
- The NFL is playing their hand well with media partners. (huddleup.substack.com)
- Why sports leagues can’t go streaming only. (blog.johnwallstreet.com)
- Private equity has fallen in love with sports. (sportico.com)
- Bundling is going to make your head hurt. (spyglass.org)
Economy
- A soft landing is still on the table. (theirrelevantinvestor.com)
- Weekly initial jobless claims are still at historically low levels. (bonddad.blogspot.com)
- Industrial production was unchanged in April. (calculatedriskblog.com)
- Grocery inflation has dropped the past three months. (econbrowser.com)
- Stop throwing the term ‘stagflation’ around. (ritholtz.com)
Earlier on Abnormal Returns
- Longform links: inherent instability. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: avoiding misery. (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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