Friday links: assessing your risk appetite
ETFsMichael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com)More than half of new ETF launches in 2026 are single stock. (ft.com)Eric Balchunas and Joel Weber speak with James Seyffart and Baird Strategas ETF strategist Todd Sohn about the fears around leveraged ETs. (bloomberg.com)FinanceBuckle up. The SpaceX ($SPCX) IPO lockups are coming off. (morningstar.com)Florida's property insurance crisis seems to be easing. (insurancejournal.com)Software stands out as an issue for private credit funds. (morningstar.com)AppleApple's ($AAPL) ad experience sucks. (daringfireball.net)Joe Weisenthal and Tracy Alloway talk with Marc Gurman about what Apple ($AAPL) has coming down the pike. (podcasts.apple.com)GoogleGoogle ($GOOGL) owns roughly a 6% stake in SpaceX ($SPCX). (wsj.com)A look at the business of Google ($GOOGL) Cloud. (tomtunguz.com)OpenAIChatGPT Health is now live. (techcrunch.com)What would it take to make OpenAI profi
ETFs
- Michael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com)
- More than half of new ETF launches in 2026 are single stock. (ft.com)
- Eric Balchunas and Joel Weber speak with James Seyffart and Baird Strategas ETF strategist Todd Sohn about the fears around leveraged ETs. (bloomberg.com)
Finance
- Buckle up. The SpaceX ($SPCX) IPO lockups are coming off. (morningstar.com)
- Florida's property insurance crisis seems to be easing. (insurancejournal.com)
- Software stands out as an issue for private credit funds. (morningstar.com)
Apple
- Apple's ($AAPL) ad experience sucks. (daringfireball.net)
- Joe Weisenthal and Tracy Alloway talk with Marc Gurman about what Apple ($AAPL) has coming down the pike. (podcasts.apple.com)
- Google ($GOOGL) owns roughly a 6% stake in SpaceX ($SPCX). (wsj.com)
- A look at the business of Google ($GOOGL) Cloud. (tomtunguz.com)
OpenAI
- ChatGPT Health is now live. (techcrunch.com)
- What would it take to make OpenAI profitable? (thefinancequotient.substack.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Sports business
- Harbinger Sports Partners has purchased a stake in the A's. (frontofficesports.com)
- What MLS needs to do to up its global standing. (johnwallstreet.com)
- The PGA is picking up the pieces from LIV Golf. (sports.yahoo.com)
- What NFL team will be sold next? (frontofficesports.com)
Ukraine
- U.S. defense contractors are licensing Ukrainian drone technologies. (wsj.com)
- What's happening with Ukraine's military leadership? (npr.org)
- Ukraine is now dropping drones off with other drones. (arstechnica.com)
Tariffs
- The administration has reimposed tariffs on our major trading partners. (cnbc.com)
- Nobody actually believes their is a basis for these tariffs. (ritholtz.com)
- Why these tariffs are worse than before. (newsletter.platypuseconomics.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: knowing stuff. (abnormalreturns.com)
Mixed media
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