Tuesday links: financial market noise
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- Individual investors have high return expectations. (morningstar.com)
- We are surrounded by financial noise. (behaviouralinvestment.com)
Crypto
- The Grayscale Bitcoin Trust ($GBTC) generates around ‘$280 million in cash flow annually at its current AUM level.’ (riabiz.com)
- Polymarket is now in the clear as two investigations are dropped. (finance.yahoo.com)
Microsoft
- Microsoft ($MSFT) uses Chinese workers to maintain DoD systems. (propublica.org)
- A look at all the companies Microsoft ($MSFT) has acquired since inception. (visualcapitalist.com)
Data centers
- The case for repurposing old industrial sites into data centers. (wsj.com)
- Data centers are very thirsty, putting nearby residents at risk access to water. (nytimes.com)
Sports business
- Why every pro sports team wants to copy the Atlanta Braves’ real estate playbook. (wsj.com)
- Is Atlanta Braves Holdings ($BATRK) stock undervalued? (sportico.com)
Global
- The many ways Trump’s tariff policy towards Brazil doesn’t make sense. (danieldrezner.substack.com)
- An update on the economies of developing countries like India, Mexico and Poland. (noahpinion.blog)
- How China is propping up consumer spending. (nytimes.com)
- More Japanese homes are sitting vacant. (apolloacademy.com)
Economy
- CPI is likely done going down. (bonddad.blogspot.com)
- Tariff effects are beginning to show up in the CPI data. (axios.com)
Earlier on Abnormal Returns
- Research links: the costs of index replication. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: our greatest value. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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