Tuesday links: doing better by doing less
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Strategy
- On the parallels between good investing and effective journalism. (kingswell.io)
- Most investors would do well to do less. (behaviouralinvestment.com)
AI
- There are still a lot of unanswered questions about the OpenAI-Nvidia deal. (ft.com)
- How much of OpenAI could Nvidia ($NVDA) end up owning? (spyglass.org)
- How Google ($GOOGL) could use AI to superpower YouTube. (stratechery.com)
- The case for AI being the next great general purpose technology. (institutionalinvestor.com)
Regulation
- The UAE’s Securities & Commodities Authority adopted the first licensing regime specifically created for finfluencers. (finfluential.substack.com)
- American financial markets are some of the best in the world. Is limiting earnings data going to mess things up? (axios.com)
Private assets
- The private equity industry is hitting a wall. Expect some PE firms to have to shut down. (bloomberg.com)
- What’s the baseline rate for private equity deal failure? (ft.com)
Fund management
- Why the distribution yields on income ETFs are so misleading. (morningstar.com)
- Morningstar ($MORN) is buying the CRSP database and indexing business. (ft.com)
Weight loss drugs
- Pfizer ($PFE) is buying Metsera ($MTSR) to jump start its weight loss pipeline. (cnbc.com)
- Denmark’s economy is feeling the pain from Novo Nordisk ($NVO). (nytimes.com)
- Which patients will see the most benefit from oral GLP-1 agonists? (wsj.com)
Economy
- Noah Smith, “The industries you need for national defense are also the industries you need for manufacturing…everything.” (noahpinion.blog)
- How much is the U.S. economy really slowing? (ritholtz.com)
Earlier on Abnormal Returns
- With great gratitude, remembering Jonathan Clements. (abnormalreturns.com)
- Research links: passing grades. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: running your own race. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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