Wednesday links: a never ending backlog
RatesThe yield on the 30-year Treasury is back to 2002 levels. (barrons.com)Interest rates are reverting back to historical norms. (ritholtz.com)How much is the AI build out to blame for higher interest rates? (morningstar.com)DebtBen Johnson and Amy Arnott talks with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World." (morningstar.com)An excerpt from "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World" by Robin Wigglesworth. (bigthink.com)FinanceRobinhood ($HOOD) is doubling down on agentic trading. (wsj.com)Robinhood ($HOOD) is planning to add perpetual futures. (theblock.co)ETFsWhy ETF issuers need to be a tad more thoughtful. (etf.com)Simplify wants to buy the parent of USCF Investments. (etf.com)AnthropicAnthropic need capital, IPO or not. (axios.com)The risks of Anthropic are lengthy and sometimes apocalyptic. (thegoogly.substack.com)So what does the Anthropic S-1 say? (theringer.com)MetaHow Meta ($META) char
Rates
- The yield on the 30-year Treasury is back to 2002 levels. (barrons.com)
- Interest rates are reverting back to historical norms. (ritholtz.com)
- How much is the AI build out to blame for higher interest rates? (morningstar.com)
Debt
- Ben Johnson and Amy Arnott talks with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World." (morningstar.com)
- An excerpt from "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World" by Robin Wigglesworth. (bigthink.com)
Finance
- Robinhood ($HOOD) is doubling down on agentic trading. (wsj.com)
- Robinhood ($HOOD) is planning to add perpetual futures. (theblock.co)
ETFs
- Why ETF issuers need to be a tad more thoughtful. (etf.com)
- Simplify wants to buy the parent of USCF Investments. (etf.com)
Anthropic
- Anthropic need capital, IPO or not. (axios.com)
- The risks of Anthropic are lengthy and sometimes apocalyptic. (thegoogly.substack.com)
- So what does the Anthropic S-1 say? (theringer.com)
Meta
- How Meta ($META) characterizes its data centers for tax purposes. (etf.com)
- Why Meta's ($META) Muse has a cute mascot. (todayintabs.com)
- Muse really wants your personal data. (appleinsider.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Economy
- Another sign the consumer is in good shape. (bonddad.blogspot.com)
- Inflation is still hotter than we want. (carsongroup.com)
- Why the wealthiest Americans are getting even wealthier. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: the purpose of money. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: being taken seriously. (abnormalreturns.com)
Mixed media
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