Tuesday links: bonds as diversifier
RatesA dozen reasons why rates are rising, including 'Long-term rate normalization.' (ritholtz.com)It's hard to find bonds yielding less than 3% these days. (apollo.com)Rising rates are threatening to scuttle pending CRE deals. (wsj.com)CompaniesUber ($UBER) is buying ezCater. (techcrunch.com)Wall Street is having a good year. (axios.com)The energy industry is consolidating even further in Houston. (wsj.com)Why are there so many insurance company mascots? (imightbewrong.org)ETFs3x leveraged commodity ETFs are coming. (thedailyupside.com)How money managers are approaching ETF share classes. (citywire.com)How do these new sports betting ETFs work? (ft.com)BooksThe shortlist for the Financial Times and Standard Chartered Business Book of the Year Award including: "The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence" by Sebastian Mallaby. (ft.com)Derek Thompson talks with Kevin Roose, author of "The Infinity Machine: Demis Hassabis, DeepMind and the Ques
Rates
- A dozen reasons why rates are rising, including 'Long-term rate normalization.' (ritholtz.com)
- It's hard to find bonds yielding less than 3% these days. (apollo.com)
- Rising rates are threatening to scuttle pending CRE deals. (wsj.com)
Companies
- Uber ($UBER) is buying ezCater. (techcrunch.com)
- Wall Street is having a good year. (axios.com)
- The energy industry is consolidating even further in Houston. (wsj.com)
- Why are there so many insurance company mascots? (imightbewrong.org)
ETFs
- 3x leveraged commodity ETFs are coming. (thedailyupside.com)
- How money managers are approaching ETF share classes. (citywire.com)
- How do these new sports betting ETFs work? (ft.com)
Books
- The shortlist for the Financial Times and Standard Chartered Business Book of the Year Award including: "The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence" by Sebastian Mallaby. (ft.com)
- Derek Thompson talks with Kevin Roose, author of "The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence" by Sebastian Mallaby. (podcasts.apple.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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Housing
- How higher mortgage rates could affect reluctant sellers. (conorsen.substack.com)
- The Midwest remains the most affordable housing region. (agglomerations.eig.org)
Economy
- The employment economy is solid. (bonddad.blogspot.com)
- Is AI crowding out other capital spending? (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Research links: lost capacities. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: taking less risk. (abnormalreturns.com)
Mixed media
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