Tuesday links: extreme capriciousness
Tadas Viskanta
Abnormal Returns
22 hours ago
2 MIN READ
Markets
- Rates are up all over the world. (axios.com)
- Bonds and stocks are living in two different worlds. (mrzepczynski.blogspot.com)
- Are one-time effects driving S&P 500 earnings? (axios.com)
- The ERP is essentially zero. (wsj.com)
Finance
- Public shareholders of SpaceX have no say in company governance. (ft.com)
- The SEC and CFTC are largely on the sidelines. (nadig.com)
- How the rise of AI driving M&A activity. (giftarticle.ft.com)
- How startup dilution works. (ilyastrebulaev.substack.com)
ETFs
- There are now more ETFs than stocks in the U.S. (apollo.com)
- ETFs are taking share from mutual funds. What about hedge funds? (bloomberg.com)
- The SEC isn’t ready for prediction markets-backed ETFs. (thedailyupside.com)
Real estate
- The Avalonbay ($AVB) and Equity Residential ($EQR) merger is not coming from a position of strength. (wsj.com)
- Charlotte is struggling with the consequences of rapid growth. (axios.com)
- Downtown Denver has an office vacancy problem. (wsj.com)
- Why Idaho is allowing for smaller lot sizes. (msn.com)
- Is the Midwest population exodus finally over? (wsj.com)
Global
- Regime change and Cuba. What’s the plan? (danieldrezner.substack.com)
- The U.S. has lost credibility with Europe. (theatlantic.com)
Economy
- National home prices, per Case-Shiller, rose 0.7% year-over-year. (calculatedrisk.substack.com)
- What companies are saying about the consumer and AI. (thetranscript.substack.com)
- The stock market did fine under Jerome Powell. (carsongroup.com)
- Fixing inflation isn’t easy. (semafor.com)
Earlier on Abnormal Returns
- Research links: waves of disruption. (abnormalreturns.com)
- Adviser links: living well. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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