Tuesday links: ad-supported AI
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Crypto
- Big layoffs at Coinbase ($COIN). (cnbc.com)
- Bullish ($BLS)said it will buy transfer agent Equiniti. (reuters.com)
The SEC
- Elon gets off with a slap on the wrist from the SEC, re Twitter. (variety.com)
- The SEC has hit pause on prediction market ETFs. (finance.yahoo.com)
Private assets
- On the differences between private and public real estate. (thealtview.substack.com)
- How much overlap is there between BDC portfolios? (ft.com)
Fund management
- Why you are going to start seeing the Morningstar ($MORN) name on Vanguard index funds. (riabiz.com)
- Why Schroders felt the need to sell. (ft.com)
AI
- The scale of AI spending is hard to grasp. (axios.com)
- But AI remains capacity constrained. (thetranscript.substack.com)
- AI CEOs are backing away from the idea of it wiping out jobs. (noahpinion.blog)
- On the math behind ad-supported AI. (tomtunguz.com)
Economy
- Looking at the stagflationary April ISM reports. (bonddad.blogspot.com)
- A reckoning is coming for the oil market. (semafor.com)
- How long will people be mad about higher prices? (gelliottmorris.com)
- Getting tariff refunds is harder than it looks. (ft.com)
Earlier on Abnormal Returns
- Research links: trading infrastructure. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a fool’s errand. (abnormalreturns.com)
- Don’t confuse something scarce for a novel asset class. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
