Tuesday links: a desire for uncertainty
Tadas Viskanta
Abnormal Returns
5 days ago
2 MIN READ
Markets
- An indicator that shows we are still in the midst of a bull market. (stockmarketmedia.com)
- It’s hard to talk about the stock market without talking about Nvidia ($NVDA). (sherwood.news)
Strategy
- Investors love narratives. (klementoninvesting.substack.com)
- The skills needed for an investment commentator. (behaviouralinvestment.com)
Crypto
- More signs the digital asset treasury boom is over. (institutionalinvestor.com)
- More evidence that BInance didn’t play by the rules. (wsj.com)
Prediction markets
- Polymarket and Kalshi argue that prediciton markets are ‘the truth.’ (bloomberg.com)
- Kalshi has removed all affiliate badges on X. (frontofficesports.com)
- Prediction markets bring up a lot of moral quandaries. (thediff.co)
Fund management
- DFA now manages $1 trillion in AUM. (riabiz.com)
- American firms increasingly dominate the global asset management business. (institutionalinvestor.com)
- Illiquidity risk is real. (caia.org)
Private assets
- Lessons learned from ERShares Private-Public Crossover ETF ($XOVR) and its SpaceX stake. (morningstar.com)
- The private credit industry is heavily dependent on insurance companies. (ft.com)
- How semiliquid funds charge fees. (morningstar.com)
Tariffs
- FedEx ($FDX) wants a tariff rebate. (semafor.com)
- Who are the losers from the IEEPA ruling? (ritholtz.com)
- What did the tariffs actually accomplish? (paulkrugman.substack.com)
Economy
- Case-Shiller shows only a 1.3% year-over-year increase in home prices through December. (bonddad.blogspot.com)
- Restricting high-skill immigration is a self-own. (agglomerations.substack.com)
Earlier on Abnormal Returns
- Research links: capacity limits. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: supercharged learning. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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