Tuesday links: the end of securities regulation
Tadas Viskanta
Abnormal Returns
9 hours ago
3 MIN READ
Markets
- Despite the market moving higher there are signs of risk-off behavior. (trendlabs.com)
- How does the stock market do after three consecutive years of double digit returns? (ft.com)
- Emerging market indices are increasingly tech-heavy. (rpc.cfainstitute.org)
Rates
- Don’t discount the danger of rising long term interest rates. (allstarcharts.com)
- The stock-bond correlation is higher when inflation is higher. (behaviouralinvestment.com)
- Are rising rates a vote on persistent fiscal deficits? (bonddad.blogspot.com)
Prediction markets
- Polymarket is launching markets based on the performance of private companies. (finance.yahoo.com)
- Minnesota has banned prediction markets. (npr.org)
- The CFTC isn’t happy about it. (frontofficesports.com)
- Kalshi and Polymarket have an incentive to solve the insider trading problem. (semafor.com)
- Unlike in the Senate, House lawmakers and staff can still bet on prediction markets. (npr.org)
Private assets
- Direct lending volumes really took off after the Fed started raising rates in late 2021. (apollo.com)
- Darsana Capital Partners owns a big slug of SpaceX. (wsj.com)
- Matt Zeigler talks with Marc Rubenstein about where risks lie in the financial system. (youtube.com)
VC
- A rising percentage of VC dollars are pouring into the biggest startups. (news.crunchbase.com)
- VCs are betting big on humanoid robots. (pitchbook.com)
- How health influencers helped kill Apeel Sciences. (thefp.com)
- Why this high tech manufacturing company took venture capital. (wsj.com)
AI
- Enterprise demand for AI is real. (thetranscript.substack.com)
- OpenAI co-founder Andrej Karpathy is joining Anthropic. (axios.com)
- Blackstone ($BX) and Google ($GOOGL) are spinning up a company to sell access to Google TPUs. (wsj.com)
- The OpenAI-Musk trial was a waste. (theatlantic.com)
Trading
- Someone is trading Trump’s brokerage accounts like crazy. (axios.com)
- Five companies Trump’s accounts transacted in. (wsj.com)
- Whoever is trading is apparently paying close attention to what he says. (popular.info)
Online
- Yahoo Finance is taking on the Bloomberg Terminal with a new service. (fortune.com)
- How LinkedIn became what Bluesky was supposed to. (popularbydesign.org)
- Spotify officially bans AI-Generated podcasts that impersonate. (variety.com)
- Amazon ($AMZN) is cutting affiliate fees. (adweek.com)
Earlier on Abnormal Returns
- Research links: the index rebalancing trade. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: true advice. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- The books JP Morgan Chase ($JPM) is recommending to clients this summer including “The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence,” by Sebastian Mallaby. (cnbc.com)
- Why Joanna Stern’s new book “I Am Not a Robot: My Year Using AI to Do (Almost) Everything” is worth a read. (lefsetz.com)
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