Tuesday links: Bitcoin as speculative asset
MarketsDollar bearishness is pretty high, all things considered. (ft.com)Big Tech is issuing bonds hand over fist in 2026, (axios.com)Shrinking share count is a global phenomenon. (snippet.finance)90% of global bonds trade below 5%. (apolloacademy.com)StrategyScary market headlines are the norm. However, over time the reasons change. (awealthofcommonsense.com)Why we have a tendency to overstate our willingness to take risk. (thedailyupside.com)The entrepreneur is more important than the business. (rockandturner.substack.com)Prediction marketsPrediction market traders are looking for an edge, any edge. (npr.org)Prediction markets are sports betting. (frontofficesports.com)Betting on military action, brings out potential insider traders. (nbcnews.com)FinanceNetflix ($NFLX) is telling Paramount ($PARA) to put up or shut up. (spyglass.org)Why Elliott Management Corp. targeted the London Stock Exchange. (bloomberg.com)The two big Chicago exchanges are trading at all-time highs. (trendlabs.c
Markets
- Dollar bearishness is pretty high, all things considered. (ft.com)
- Big Tech is issuing bonds hand over fist in 2026, (axios.com)
- Shrinking share count is a global phenomenon. (snippet.finance)
- 90% of global bonds trade below 5%. (apolloacademy.com)
Strategy
- Scary market headlines are the norm. However, over time the reasons change. (awealthofcommonsense.com)
- Why we have a tendency to overstate our willingness to take risk. (thedailyupside.com)
- The entrepreneur is more important than the business. (rockandturner.substack.com)
Prediction markets
- Prediction market traders are looking for an edge, any edge. (npr.org)
- Prediction markets are sports betting. (frontofficesports.com)
- Betting on military action, brings out potential insider traders. (nbcnews.com)
Finance
- Netflix ($NFLX) is telling Paramount ($PARA) to put up or shut up. (spyglass.org)
- Why Elliott Management Corp. targeted the London Stock Exchange. (bloomberg.com)
- The two big Chicago exchanges are trading at all-time highs. (trendlabs.com)
- The price of gold vault insurance is on the rise. (ft.com)
Technology
- IBM ($IBM) is increasing its hiring for entry-level roles. (axios.com)
- A weird wave of bot traffic is coursing through the web. (semafor.com)
- Are AI companies stealing real people's voices? (msn.com)
Society
- How a zero-sum worldview came to overtake America. (theargumentmag.com)
- Is the U.S. economy now just one big bet on AI? (axios.com)
- In the U.S. these days, trust is in short supply. (axios.com)
Economy
- Companies have stopped being shy about raising prices. (wsj.com)
- A look at short and long term inflation expectations. (bonddad.blogspot.com)
- There's no mistaking the rise in electricity prices. (ft.com)
Earlier on Abnormal Returns
- Research links: lower hit rates. (abnormalreturns.com)
- Adviser links: the ultimate goal. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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