Tuesday links: blown up portfolios
MarketsReal yields keep rising. (mrzepczynski.blogspot.com)A majority of stocks are outperforming YTD. (trendlabs.com)Like it or not, the mega IPOs reflect the market's view. (advisorperspectives.com)CryptoWorld Liberty Financial took $100 million from a suspected money launderer. (nytimes.com)Trump Media & Technology Group ($DJT) had big unrealized losses on digital assets. (variety.com)Prediction marketsWhy flight-tracking service FlightAware is suing Kalshi. (reuters.com)A Q&A with Tarek Mansour, CEO of Kalshi. (nytimes.com)IPOsDid Shein miss its IPO window? (pitchbook.com)Anthropic is meeting with investors pre-IPO. (wsj.com)Stay in touchWork in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)AINvidia ($NVDA) is increasingly orchestrating financing deals among third parties. (semafor.com)Ben Thompson, "The situation today, with Anthropic and OpenAI app
Markets
- Real yields keep rising. (mrzepczynski.blogspot.com)
- A majority of stocks are outperforming YTD. (trendlabs.com)
- Like it or not, the mega IPOs reflect the market's view. (advisorperspectives.com)
Crypto
- World Liberty Financial took $100 million from a suspected money launderer. (nytimes.com)
- Trump Media & Technology Group ($DJT) had big unrealized losses on digital assets. (variety.com)
Prediction markets
- Why flight-tracking service FlightAware is suing Kalshi. (reuters.com)
- A Q&A with Tarek Mansour, CEO of Kalshi. (nytimes.com)
IPOs
- Did Shein miss its IPO window? (pitchbook.com)
- Anthropic is meeting with investors pre-IPO. (wsj.com)
Stay in touch
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
AI
- Nvidia ($NVDA) is increasingly orchestrating financing deals among third parties. (semafor.com)
- Ben Thompson, "The situation today, with Anthropic and OpenAI appearing to pull away, is even more problematic: Anthropic has not been dependent on CUDA for years, and OpenAI is moving in that direction, at least for inference." (stratechery.com)
- What to make of Demis Hassabis' step back at Google ($GOOGL). (sebastianmallaby.substack.com)
- Meta ($META) is going all-in on open models. (spyglass.org)
Data centers
- A new Amazon ($AMZN) data center could emit more carbon than any other power plant in the country. (nytimes.com)
- Derek Thompson talks data center opposition with journalist Jasmine Sun. (derekthompson.org)
Economy
- What's behind the drop in labor force participation? (stlouisfed.org)
- Demand for memory is spilling out into the broader economy. (thetranscript.substack.com)
Earlier on Abnormal Returns
- Research links: zero-sum propositions. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: empathy and communication. (abnormalreturns.com)
Mixed media
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