Tuesday links: painful failures
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
Markets
- Why is gold down? Pick your explanation. (ft.com)
- Bitcoin and gold seem to be trading together again. (econbrowser.com)
- Strategy ($MSTR) is trying to shore up its business. (wsj.com)
Strategy
- What history tells us about the sustainability of the AI boom. (fa-mag.com)
- Why it’s unrealistic to have a fund manager invest their own money exactly as their clients. (behaviouralinvestment.com)
Private assets
- How private equity managers are borrowing to fund their financial commitments. (pitchbook.com)
- PE firms are pulling out all the stops to extract capital from their funds. (ft.com)
Companies
- Great companies iterate faster. (mastersinvest.com)
- CEOs rarely give up a perk for nothing in return. This one did. (linkedin.com)
- AOL owner, Bending Spoons has created its own path. (barrons.com)
- Securitize ($SECZ) will soon be public. (theblock.co)
Economy
- Freight companies are seeing a bounce. (thetranscript.substack.com)
- The Case-Shiller national house price index, through April, was up 0.8% year-over-year. (calculatedrisk.substack.com)
- Why the Fed should communicate clearly its goals and methods. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: allowing yourself to be interested. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Don’t forget to sign up for exclusive, advisor-only weekly Talking Wealth newsletter. (talkingwealthpod.com)
Mixed media
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