Thursday links: the worst investment strategy
Tadas Viskanta
Abnormal Returns
6 months ago
2 MIN READ
Markets
- Degeneracy has become a fixture of the current environment. (howardlindzon.com)
- The stock market’s biggest winners started out as small caps. (freedomdaysolutions.com)
Strategy
- How often do outlier 10-year forecasts turn out? (ritholtz.com)
- Why optimism makes sense over the long run. (awealthofcommonsense.com)
- Cash was never meant to be a long-term investment. (fisherinvestments.com)
Private credit
- Where are we in the private credit boom? (blogs.cfainstitute.org)
- Now is a good time to be selling a private credit asset management firm. (on.ft.com)
- Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. (podcasts.apple.com)
- iCapital is launching a private credit fund. (citywire.com)
Finance
- Robinhood ($HOOD) want to increase customer ‘wallet share.’ (barrons.com)
- By this measure, corporations are in good financial shape. (apolloacademy.com)
- The dearth of IPOs is global in nature. (ft.com)
Startups
- How Indian startup Byju burned through $6 billion in capital. (on.ft.com)
- How Lime Rock Management profited from holding onto its stake in CrownRock for some 17 years. (wsj.com)
- General Catalyst just raised $8 billion and has expansive, global ambitions. (ft.com)
AI
- How Intel ($INTC) missed out on the AI boom. (nytimes.com)
- Apple ($AAPL) Intelligence has limited capabilities, for now. (wsj.com)
Caffeine
- Add Keurig Dr. Pepper ($KDP) to the companies buying into the energy drink business. (wsj.com)
- Starbucks ($SBUX) has a China problem. (sherwood.news)
Russia
- Russia is not done trying to interfere with American elections. (motherjones.com)
- How this American is helping Russia spread disinformation. (msn.com)
Economy
- Still no meaningful pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- The bifurcation of the housing market continues. (bonddad.blogspot.com)
- Tax cuts and tariffs are a recipe for inflation. (noahpinion.blog)
Earlier on Abnormal Returns
- Longform links: a bedtime story for capitalists. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: misunderstanding risk. (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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