Wednesday links: everyday people doing everyday things
Fund managementStock market concentration is an issue, but do you know better than the market? (morningstar.com)The active/passive dichotomy is played out. (larryswedroe.substack.com)How mutual funds differ from CITs. (bloomberg.com)Prediction marketsCFTC Chair Michael Selig says prediction markets and sportsbooks are "two separate things." (axios.com)How users with inside information seek to hide on prediction markets. (nytimes.com)Private assetsIs daily pricing going to mess with the private credit story? (bloomberg.com)Private infrastructure funds are by definition long lasting. (pitchbook.com)Fresh inflows into private credit funds are drying up. (ft.com)Company reportingCompanies would do well not to reduce reporting frequency. (ft.com)We don't need semi-annual company reports, we need real-time reports. (ritholtz.com)CompaniesHow ($ASML) created a global monopoly. (worksinprogress.news)Activist investors are piling into Hewlett Packard Enterprise ($HPE). (semafor.com)Eli Lilly (
Fund management
- Stock market concentration is an issue, but do you know better than the market? (morningstar.com)
- The active/passive dichotomy is played out. (larryswedroe.substack.com)
- How mutual funds differ from CITs. (bloomberg.com)
Prediction markets
- CFTC Chair Michael Selig says prediction markets and sportsbooks are "two separate things." (axios.com)
- How users with inside information seek to hide on prediction markets. (nytimes.com)
Private assets
- Is daily pricing going to mess with the private credit story? (bloomberg.com)
- Private infrastructure funds are by definition long lasting. (pitchbook.com)
- Fresh inflows into private credit funds are drying up. (ft.com)
Company reporting
- Companies would do well not to reduce reporting frequency. (ft.com)
- We don't need semi-annual company reports, we need real-time reports. (ritholtz.com)
Companies
- How ($ASML) created a global monopoly. (worksinprogress.news)
- Activist investors are piling into Hewlett Packard Enterprise ($HPE). (semafor.com)
- Eli Lilly ($LLY) is celebrating its 150th anniversary. (axios.com)
- Nike ($NKE) has a China problem. (wsj.com)
- McDonald's ($MCD) for the first time is putting its name on a stadium. (chicago.suntimes.com)
IPOs
- Fervo Energy ($FRVO) is now public. (techcrunch.com)
- A sign of the time: a red-hot Cerebras IPO. (morningstar.com)
- The big three IPOs keep tracking higher. (paulkedrosky.com)
- Rising San Francisco real estate prices highlight the AI boom. (bloomberg.com)
Data usage
- How AI will change residential data usage. (om.co)
- Is the future of data centers distributed? (cnbc.com)
- Are data centers actually good for localities? (nber.org)
- Joe Weisenthal and Tracy Alloway talk with Samanth Subramanian, the author of "The Web Beneath the Waves: The Fragile Cables That Connect Our World." (youtube.com)
Economy
- Wholesale prices are rising rapidly as well. (axios.com)
- These grocery store items have seen the biggest jump in prices. (flowingdata.com)
- One reason why inflation feels worse is because it it is hitting 'everyday items.' (econbrowser.com)
- The K-shaped economy is real. (bonddad.blogspot.com)
- What would happen to the deficit if we entered a recession? (apollo.com)
Earlier on Abnormal Returns
- Personal finance links: your specific circumstances. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: biased assumptions. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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