Thursday links: voting share design
CompaniesApple ($AAPL) has been pushing flash memory makers around for a while. The tide has turned. (wsj.com)DoorDash ($DASH) is buying Instacart ($CART). (cnbc.com)Palantir ($PLTR) stock is still expensive. (ft.com)Private equityRobert Armstrong, "What the past decade has demonstrated is that private equity at scale is a different asset class, not a superior one." (ft.com)As Boomers retire, private equity is going to take advantage. And not in the good way. (nytimes.com)How will PE fare under a divided government? (axios.com)Fund managementThe number of funds focused on Latin America has plunged. (bloomberg.com)Why acquired fund fees matter for fund of funds. (morningstar.com)Prediction marketsKalshi is valued at $40 billion in a new funding round. (cnbc.com)This election cycle, prediction markets are bigger than ever. (theatlantic.com)The NFL forced Saquon Barkley to divest his Polymarket stake. (frontofficesports.com)Meet Polymarket's most profitable trader. (giftarticle.ft.com)K
Companies
- Apple ($AAPL) has been pushing flash memory makers around for a while. The tide has turned. (wsj.com)
- DoorDash ($DASH) is buying Instacart ($CART). (cnbc.com)
- Palantir ($PLTR) stock is still expensive. (ft.com)
Private equity
- Robert Armstrong, "What the past decade has demonstrated is that private equity at scale is a different asset class, not a superior one." (ft.com)
- As Boomers retire, private equity is going to take advantage. And not in the good way. (nytimes.com)
- How will PE fare under a divided government? (axios.com)
Fund management
- The number of funds focused on Latin America has plunged. (bloomberg.com)
- Why acquired fund fees matter for fund of funds. (morningstar.com)
Prediction markets
- Kalshi is valued at $40 billion in a new funding round. (cnbc.com)
- This election cycle, prediction markets are bigger than ever. (theatlantic.com)
- The NFL forced Saquon Barkley to divest his Polymarket stake. (frontofficesports.com)
- Meet Polymarket's most profitable trader. (giftarticle.ft.com)
- Kalshi is hedging its bets. (semafor.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Personal technology
- The Amazon ($AMZN) Bee is actually kind of great, and kind of scary. (spyglass.org)
- Vibe coded apps are not attracting many takers. (theatlantic.com)
- Who is the new touchscreen Macbook Pro for? (wsj.com)
Economy
- Still no pickup in weekly initial jobless claims. (bonddad.blogspot.com)
- What the Taylor Rule currently says. (econbrowser.com)
- Why is the Fed slow walking hikes? (newsletter.platypuseconomics.com)
- Why isn't poor consumer sentiment translating into retail spending? (ft.com)
Earlier on Abnormal Returns
- Longform links: inefficient interactions. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: finding enough. (abnormalreturns.com)
Mixed media
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0