Tuesday links: the same buggy software
StrategyRecognize that you are not built to be a great investor. (humbledollar.com)The sell is as important as the buy. (klementoninvesting.substack.com)DealsBill Ackman wants to buy Universal Music Group ($UMG). (cnbc.com)Paramount's ($PSKY) bid for Warner Bros. is dependent on Gulf sovereign wealth funds. (wsj.com)Why aren't private equity firms doing more company IPOs? (pitchbook.com)The big banks are pushovers for Musk. (ft.com)Private assetsJosh Brown talks with Nick Nemeth, writer of the Mispriced Assets blog, about the risks of private credit on insurance company balance sheets. (youtube.com)Opportunistic credit is gearing up to dig through distressed private credit. (fa-mag.com)ETFsLeveraged ETFs are a double-edge sword. (optimisticallie.com)The new Roundhill Memory ETF ($DRAM) has a great ticker symbol. (etf.com)Now State Street ($STT) is jumping into the Nasdaq 100-tracking ETF game. (fa-mag.com)AIAI is going to increase frictions, not reduce them. (educatedguesser.substack.
Strategy
- Recognize that you are not built to be a great investor. (humbledollar.com)
- The sell is as important as the buy. (klementoninvesting.substack.com)
Deals
- Bill Ackman wants to buy Universal Music Group ($UMG). (cnbc.com)
- Paramount's ($PSKY) bid for Warner Bros. is dependent on Gulf sovereign wealth funds. (wsj.com)
- Why aren't private equity firms doing more company IPOs? (pitchbook.com)
- The big banks are pushovers for Musk. (ft.com)
Private assets
- Josh Brown talks with Nick Nemeth, writer of the Mispriced Assets blog, about the risks of private credit on insurance company balance sheets. (youtube.com)
- Opportunistic credit is gearing up to dig through distressed private credit. (fa-mag.com)
ETFs
- Leveraged ETFs are a double-edge sword. (optimisticallie.com)
- The new Roundhill Memory ETF ($DRAM) has a great ticker symbol. (etf.com)
- Now State Street ($STT) is jumping into the Nasdaq 100-tracking ETF game. (fa-mag.com)
AI
- AI is going to increase frictions, not reduce them. (educatedguesser.substack.com)
- PE is now pushing AI onto their portfolio companies. (wsj.com)
- Companies are asking what to do with all that AI-generated code? (nytimes.com)
- Some older workers see the AI writing on the wall. (wsj.com)
OpenAI
- It's evident OpenAI is nervous about public opinion. (arstechnica.com)
- OpenAI's purchase of TBPN really makes no sense. (garbageday.email)
- Alex Kantrowitz talks with OpenAI President Greg Brockman. (bigtechnology.com)
Prediction markets
- Why the definition of a 'swap' matters. (dopaminemarkets.com)
- Prediction market tax treatment is not locked down. (wired.com)
- How prediction markets are like the old bucket shops. (barrons.com)
Kalshi
- Fox Corp. ($FOX) is going to start integrating Kalshi data. (theblock.co)
- Kalshi picked up a legal win in New Jersey. (nypost.com)
- Kalshi's CEO thinks 'bad actors' on the platform will eventually be prosecuted. (axios.com)
Real estate
- Jamie Dimon and JP Morgan Chase ($JPM) love tall buildings - London edition. (ft.com)
- Downtown office buildings around the country are changing hands for cents on the dollar. (wsj.com)
Hungary
- MAGA is all-in on Orban's re-election. (axios.com)
- So is Russia. (nytimes.com)
- A look at how right wing influencers have taken over Elon-owned Twitter. (natesilver.net)
Earlier on Abnormal Returns
- Research links: the economics of financial economics. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: convinced clients. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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