Thursday links: American sadness
ETFsThe Roundhill Memory ETF ($DRAM) has quickly garnered more than $1 billion in AUM. (wsj.com)Eric Balchunas and Joel Weber talk with Bloomberg Intelligence semiconductor analyst Jake Silverman about the growth in $DRAM. (bloomberg.com)Prediction marketsKalshi penalized three US congressional candidates for wagering on own campaigns. (cnbc.com)Research shows traders systematically overbid YES markets. (papers.ssrn.com)AITen things that matter in AI right now including 'weaponized deepfakes.' (technologyreview.com)How AI use tamps down on brain activity. (paulkedrosky.com)Can AI spot counterfeited art? (smithsonianmag.com)CompaniesAnthropic is booming, but issues are popping up. (axios.com)Power suppliers like GE Vernova ($GEV) are seeing big jumps in backlogs. (sherwood.news)Google ($GOOGL) has been quiet on the AI front of late. (semafor.com)Software stocks are all trading together. (sherwood.news)CEOsCompanies are turning to older CEOs. (fa-mag.com)Why CEOs are getting older over t
ETFs
- The Roundhill Memory ETF ($DRAM) has quickly garnered more than $1 billion in AUM. (wsj.com)
- Eric Balchunas and Joel Weber talk with Bloomberg Intelligence semiconductor analyst Jake Silverman about the growth in $DRAM. (bloomberg.com)
Prediction markets
- Kalshi penalized three US congressional candidates for wagering on own campaigns. (cnbc.com)
- Research shows traders systematically overbid YES markets. (papers.ssrn.com)
AI
- Ten things that matter in AI right now including 'weaponized deepfakes.' (technologyreview.com)
- How AI use tamps down on brain activity. (paulkedrosky.com)
- Can AI spot counterfeited art? (smithsonianmag.com)
Companies
- Anthropic is booming, but issues are popping up. (axios.com)
- Power suppliers like GE Vernova ($GEV) are seeing big jumps in backlogs. (sherwood.news)
- Google ($GOOGL) has been quiet on the AI front of late. (semafor.com)
- Software stocks are all trading together. (sherwood.news)
CEOs
- Companies are turning to older CEOs. (fa-mag.com)
- Why CEOs are getting older over time. (papers.ssrn.com)
Sports
- Churchill Downs ($CDN) has purchased the rights to the Preakness Stakes. (awfulannouncing.com)
- It's tough to find good vibes about the upcoming World Cup. (newyorker.com)
- Canada's Rogers Communications ($RCI) is a veritable pro sports index fund. (sportico.com)
Books
- A review of "Streetwise: Getting to and Through Goldman Sachs" by Lloyd Blankfein. (rpc.cfainstitute.org)
- Five insights from Tyler Goodspeed's new book, "Recession: The Real Reasons Economies Shrink and What to Do About It." (nextbigideaclub.com)
Economy
- The world has a diesel problem. (nytimes.com)
- Why Hawaii and Alaska feel the pain of higher energy prices. (wsj.com)
- Food, housing and health insurance have all hit consumers under Trump. (newsletter.mikekonczal.com)
Earlier on Abnormal Returns
- Longform links: gold's hold. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: why survival matters. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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