Tuesday links: concentrated bets
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- How major asset classes performed in August 2025. (capitalspectator.com)
- A look at the performance of European equities YTD. (mailchi.mp)
Private assets
- The venture capital market is working through its overvaluation problem(s). (institutionalinvestor.com)
- Retail investors shouldn’t expect access to the best private asset opportunities. (zianmistry.substack.com)
- What investors need to understand about private credit. (caia.org)
AI
- After a new fundraising round, Anthropic is now valued at $183 billion. (theverge.com)
- How the AI boom is affecting into the San Francisco real estate market. (wsj.com)
- Grok increasingly takes its cues from Elon’s X feed. (nytimes.com)
- Students drive a lot of ChatGPT usage. (sherwood.news)
- Polling has problems, but AI is not the solution. (gelliottmorris.com)
Food
- Pepsi ($PEP) has an activist investor in Elliott Investment Management. (wsj.com)
- Kraft Heinz ($KFT) is officially splitting into two companies. (npr.org)
- Aldi is expanding at a rapid clip in the U.S. (wsj.com)
Demographics
- Derek Thompson, “Whoever wins the next few elections will face the same arithmetic. The U.S. cannot grow through native-born fertility alone.” (derekthompson.org)
- Research into the factors causing the decline in fertility. (kansascityfed.org)
- More Americans are aging alone, without family. (wsj.com)
Economy
- Instantaneous inflation measures are creeping higher. (econbrowser.com)
- Manufacturing activity continues to muddle along. (bonddad.blogspot.com)
- How the Federal Reserve could break into open warfare. (ft.com)
Earlier on Abnormal Returns
- Research links: the promise of comfort. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: spending more in retirement. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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