Wednesday links: an unlevel playing field
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Markets
- Samsung has joined the $1 trillion market cap club. (finance.yahoo.com)
- UK borrowing rates hit their highest level since 1998. (bbc.com)
Strategy
- 10 lessons learned from Barry Ritholtz’s “How NOT to Invest.” (ritholtz.com)
- Financial literacy+financial discipline equals success. (ofdollarsanddata.com)
Crypto
- Strategy ($MSTR) now says they may have to sell Bitcoin to pay dividends. (cnbc.com)
- Morgan Stanley ($MS) is rolling out cryptocurrency trading on its E*Trade platform. (theblock.co)
Finance
- Just how big are the coming SpaceX, OpenAI and Anthropic IPOs? This big. (paulkedrosky.com)
- Closed-end funds are (nearly) permanent capital, but is it the right structure? (economist.com)
Private assets
- What you need to know before buying a non-traded BDC. (morningstar.com)
- A closer look at the $30 billion Ares Capital ($ARCC) fund. (barrons.com)
Companies
- Amazon ($AMZN) plays the long game. (stratechery.com)
- One thing a foldable iPhone should excel at. (spyglass.org)
- In 2026, Europe is minting unicorns at a more rapid pace. (pitchbook.com)
AI
- Anthropic is buying compute from xAI. (axios.com)
- Why the ratio of GPU vs. CPUs matters. (sherwood.news)
- Wave-powered AI data centers. Sure, why not? (arstechnica.com)
Defense
- How much has the war in Iran actually cost? More than the Pentagon is letting on. (popular.info)
- Pete Hegseth thinks he’s doing a good job. (msn.com)
Earlier on Abnormal Returns
- Personal finance links: no perfect equilibrium. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: trading infrastructure. (abnormalreturns.com)
- Don’t confuse something scarce for a novel asset class. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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