Tuesday links: the end of anonymity
Fund managementWhy did it take so long for competition to come for Invesco's $QQQ franchise? (riabiz.com)Ted Seides talks the mechanics of index fund management with Rodney Comegys who is the CIO of Vanguard Capital Management and Head of Global Equity Indexing. (capitalallocators.com)An excerpt from “House of Fidelity: The Rise of the Johnson Dynasty and the Company That Changed American Investing” by Justin Baer. (wsj.com)Prediction marketsInsider trading based on events now seems like a regular occurrence. (bbc.com)John Oliver on the rapid spread of prediction markets. (youtube.com)How prediction markets are encroaching on tribal gaming interests. (frontofficesports.com)An example of gamification of the news gone too far. (futurism.com)AppleTim Cook is going out on top. (daringfireball.net)John Ternus' ascension to CEO is not a surprise. (om.co)What is Tim Cook going to do as 'Executive Chairman' of Apple ($AAPL)? (spyglass.org)A profile of new Apple ($AAPL) CEO John Ternus. (wsj.co
Fund management
- Why did it take so long for competition to come for Invesco's $QQQ franchise? (riabiz.com)
- Ted Seides talks the mechanics of index fund management with Rodney Comegys who is the CIO of Vanguard Capital Management and Head of Global Equity Indexing. (capitalallocators.com)
- An excerpt from “House of Fidelity: The Rise of the Johnson Dynasty and the Company That Changed American Investing” by Justin Baer. (wsj.com)
Prediction markets
- Insider trading based on events now seems like a regular occurrence. (bbc.com)
- John Oliver on the rapid spread of prediction markets. (youtube.com)
- How prediction markets are encroaching on tribal gaming interests. (frontofficesports.com)
- An example of gamification of the news gone too far. (futurism.com)
Apple
- Tim Cook is going out on top. (daringfireball.net)
- John Ternus' ascension to CEO is not a surprise. (om.co)
- What is Tim Cook going to do as 'Executive Chairman' of Apple ($AAPL)? (spyglass.org)
- A profile of new Apple ($AAPL) CEO John Ternus. (wsj.com)
- Tim Cook's timing is impeccable. (stratechery.com)
AI
- Amazon ($AMZN) is putting another $25 billion into Anthropic. (cnbc.com)
- Jeff Bezos' Project Prometheus is raising capital at a $38 billion valuation. (ft.com)
- Derek Thompson talks about the hype around the Claude Mythos beta with Kevin Roose. (podcasts.apple.com)
- Anthropic was unable to fill out its recent employee tender offer. (pitchbook.com)
Defense
- The U.S. military is running low on missiles. (cnn.com)
- The Pentagon will no longer require service members get a flu shot. (statnews.com)
Economy
- The war in Iran has taken attention away from Trump tariffs and their reversal. (ritholtz.com)
- On the economic implications of a rapidly aging China. (ft.com)
- What's going on with Russia's economy? (econbrowser.com)
Earlier on Abnormal Returns
- Research links: performance chasing. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: shadow advisers. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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