Wednesday links: special IPO rules
1 day ago
2 MIN READ
Markets
- Some highlights from Q1 returns including a big move in energy stocks. (novelinvestor.com)
- Most investors come up with a theory and then look for evidence. (chartkidmatt.com)
- Pictures of the moon are quite a contrast to the mess here on Earth. (howardlindzon.com)
Finance
- Can AI be used to do audits? (wsj.com)
- Why the definition of a swap matters. (dopaminemarkets.com)
- The Morgan Stanley Bitcoin Trust ($MSBT) is now live. (wealthmanagement.com)
IPOs
- How different index providers are planning to deal with mega IPOs like SpaceX. (morningstar.com)
- Looser inclusion rules will stick index investors with the bag. (acadian-asset.com)
- How private markets will get reshuffled after the big three go public. (morningstar.com)
- When will SpaceX and Tesla ($TSLA) merge? (wsj.com)
Claude Mythos
- Why Anthropic is holding back the release of Claude Mythos. (nytimes.com)
- AI can now break, and fix stuff, at scale. (spyglass.org)
- Why spending will now shift to hardening systems. (tomtunguz.com)
- Are future AI model releases going to get gated? (axios.com)
Apple
- All the companies Apple ($AAPL) has outlasted. (asymco.com)
- How a PC user became a Mac user for life. (spyglass.org)
Economy
- The resilience of the American economy is impressive. (awealthofcommonsense.com)
- The labor participation rate is falling. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: increased tax complexity. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the economics of financial economics. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.