Wednesday links: avoiding complexity
OilCommodities have been the only haven YTD. (capitalspectator.com)A look beyond the headlines in the oil market. (ft.com)The Strait of Hormuz is not entirely closed off. (sherwood.news)StrategyThe median alternative investment is probably not worth your time. (ritholtz.com)Investors get in trouble when they have big asset-liability mismatches. (awealthofcommonsense.com)The best charts are off the beaten path. (chartkidmatt.com)Fund managementThematic ETF launches are now in overdrive. (morningstar.com)Vanguard's TDFs do exactly what you think. (morningstar.com)FinanceWhich of OpenAI, Anthropic or SpaceX are going to IPO first? (om.co)Can AI disrupt the Bloomberg Terminal? Adherents are skeptical. (wsj.com)Multi-strategy hedge funds are seeing more pods jump ship to start their own funds. (bloomberg.com)Just how big is private credit? (ft.com)RegulationThe SEC and CFTC have issued new crypto guidance. (theblock.co)Eliminating quarterly reports will do nothing to encourage more companie
Oil
- Commodities have been the only haven YTD. (capitalspectator.com)
- A look beyond the headlines in the oil market. (ft.com)
- The Strait of Hormuz is not entirely closed off. (sherwood.news)
Strategy
- The median alternative investment is probably not worth your time. (ritholtz.com)
- Investors get in trouble when they have big asset-liability mismatches. (awealthofcommonsense.com)
- The best charts are off the beaten path. (chartkidmatt.com)
Fund management
- Thematic ETF launches are now in overdrive. (morningstar.com)
- Vanguard's TDFs do exactly what you think. (morningstar.com)
Finance
- Which of OpenAI, Anthropic or SpaceX are going to IPO first? (om.co)
- Can AI disrupt the Bloomberg Terminal? Adherents are skeptical. (wsj.com)
- Multi-strategy hedge funds are seeing more pods jump ship to start their own funds. (bloomberg.com)
- Just how big is private credit? (ft.com)
Regulation
- The SEC and CFTC have issued new crypto guidance. (theblock.co)
- Eliminating quarterly reports will do nothing to encourage more companies to go public. (pitchbook.com)
- The SEC needs a new head of enforcement. (ft.com)
AI
- Jensen Huang of Nvidia ($NVDA) is a great presenter. (spyglass.org)
- OpenClaw is not ready for prime time. (om.co)
- Just how big a bet are hyperscalers making on continued growth? (tomtunguz.com)
- The exodus of AI talent from academia to industry is real. (papers.ssrn.com)
- Being first in something doesn't mean you necessarily win. (theatlantic.com)
Business
- Commercial real estate is increasingly being driven by service business not retail. (wsj.com)
- Data center construction now outpaces office construction. (paulkedrosky.com)
- Meet the small business owners who don't want to sell to PE. (nypost.com)
War
- How Israel enlisted the U.S. in a war on Iran. (giftarticle.ft.com)
- Do autonomous weapons make conflict more likely? (time.com)
- Ukraine is stringing nets over cities to thwart drones. (npr.org)
- How GPS spoofing works. (theconversation.com)
Economy
- Inflation was problem even before the Iran war. (newsletter.mikekonczal.com)
- Is anyone going to get their tariff refund any time soon? (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: extended expenses. (abnormalreturns.com)
- Research links: more transacting. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: trust and relationships. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0
