Tuesday links: a desire for uncertainty
MarketsAn indicator that shows we are still in the midst of a bull market. (stockmarketmedia.com)It's hard to talk about the stock market without talking about Nvidia ($NVDA). (sherwood.news)StrategyInvestors love narratives. (klementoninvesting.substack.com)The skills needed for an investment commentator. (behaviouralinvestment.com)CryptoMore signs the digital asset treasury boom is over. (institutionalinvestor.com)More evidence that BInance didn't play by the rules. (wsj.com)Prediction marketsPolymarket and Kalshi argue that prediciton markets are 'the truth.' (bloomberg.com)Kalshi has removed all affiliate badges on X. (frontofficesports.com)Prediction markets bring up a lot of moral quandaries. (thediff.co)Fund managementDFA now manages $1 trillion in AUM. (riabiz.com)American firms increasingly dominate the global asset management business. (institutionalinvestor.com)Illiquidity risk is real. (caia.org)Private assetsLessons learned from ERShares Private-Public Crossover ETF ($XOV
Markets
- An indicator that shows we are still in the midst of a bull market. (stockmarketmedia.com)
- It's hard to talk about the stock market without talking about Nvidia ($NVDA). (sherwood.news)
Strategy
- Investors love narratives. (klementoninvesting.substack.com)
- The skills needed for an investment commentator. (behaviouralinvestment.com)
Crypto
- More signs the digital asset treasury boom is over. (institutionalinvestor.com)
- More evidence that BInance didn't play by the rules. (wsj.com)
Prediction markets
- Polymarket and Kalshi argue that prediciton markets are 'the truth.' (bloomberg.com)
- Kalshi has removed all affiliate badges on X. (frontofficesports.com)
- Prediction markets bring up a lot of moral quandaries. (thediff.co)
Fund management
- DFA now manages $1 trillion in AUM. (riabiz.com)
- American firms increasingly dominate the global asset management business. (institutionalinvestor.com)
- Illiquidity risk is real. (caia.org)
Private assets
- Lessons learned from ERShares Private-Public Crossover ETF ($XOVR) and its SpaceX stake. (morningstar.com)
- The private credit industry is heavily dependent on insurance companies. (ft.com)
- How semiliquid funds charge fees. (morningstar.com)
Tariffs
- FedEx ($FDX) wants a tariff rebate. (semafor.com)
- Who are the losers from the IEEPA ruling? (ritholtz.com)
- What did the tariffs actually accomplish? (paulkrugman.substack.com)
Economy
- Case-Shiller shows only a 1.3% year-over-year increase in home prices through December. (bonddad.blogspot.com)
- Restricting high-skill immigration is a self-own. (agglomerations.substack.com)
Earlier on Abnormal Returns
- Research links: capacity limits. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: supercharged learning. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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